Mid-Cap Valueor search across All Categories
Statistics as of Apr 02, 2025
Search , , ,
in
Found total of 171 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return ▲ | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -8.9% | 3yr Return - | 1yr Return - | Total Assets $13M | 6M Money Flow - | |
Expense Ratio 0.09% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -7.6% | 3yr Return - | 1yr Return - | Total Assets $37M | 6M Money Flow $10M | |
Expense Ratio 1.74% | TTM Yield 0.1% | 3yr Sharpe -0.04 | YTD Return -7.3% | 3yr Return 11.4% | 1yr Return 6.7% | Total Assets $1B | 6M Money Flow -$70M | |
Expense Ratio 1.48% Expense Ratio 2.52% Expense Ratio 1.82% Expense Ratio 2.01% Expense Ratio 1.42% | ||||||||
Expense Ratio 0.60% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -6.2% | 3yr Return - | 1yr Return 3.0% | Total Assets $66M | 6M Money Flow $11M | |
Expense Ratio 0.80% | TTM Yield 0.9% | 3yr Sharpe -0.03 | YTD Return -5.9% | 3yr Return 13.1% | 1yr Return -3.5% | Total Assets $2B | 6M Money Flow -$262M | |
Expense Ratio 0.84% Expense Ratio 1.09% Expense Ratio 1.34% Expense Ratio 0.72% Expense Ratio 1.84% | ||||||||
Expense Ratio 1.14% | TTM Yield 0.5% | 3yr Sharpe -0.21 | YTD Return -5.5% | 3yr Return 1.8% | 1yr Return -1.5% | Total Assets $862M | 6M Money Flow -$93M | |
Expense Ratio 0.83% | ||||||||
Expense Ratio 0.79% | TTM Yield 4.0% | 3yr Sharpe 0.24 | YTD Return -5.5% | 3yr Return 33.1% | 1yr Return -0.1% | Total Assets $37M | 6M Money Flow -$8M | |
Expense Ratio 0.85% | TTM Yield 0.8% | 3yr Sharpe -0.22 | YTD Return -5.4% | 3yr Return 3.2% | 1yr Return -1.5% | Total Assets $51M | 6M Money Flow -$4M | |
Expense Ratio 1.21% Expense Ratio 1.96% Expense Ratio 1.46% Expense Ratio 0.75% | ||||||||
Expense Ratio 1.00% | TTM Yield 0.5% | 3yr Sharpe -0.24 | YTD Return -4.9% | 3yr Return 2.1% | 1yr Return -3.0% | Total Assets $1B | 6M Money Flow -$63M | |
Expense Ratio 0.85% | ||||||||
Expense Ratio 0.39% | TTM Yield 1.2% | 3yr Sharpe 0.12 | YTD Return -4.6% | 3yr Return 24.2% | 1yr Return -1.2% | Total Assets $808M | 6M Money Flow -$7M | |
Expense Ratio 1.04% | TTM Yield 2.4% | 3yr Sharpe -0.17 | YTD Return -4.6% | 3yr Return 4.6% | 1yr Return 2.2% | Total Assets $120M | 6M Money Flow -$53M | |
Expense Ratio 1.29% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.2% | 3yr Sharpe -0.08 | YTD Return -4.6% | 3yr Return 8.7% | 1yr Return -4.3% | Total Assets $384M | 6M Money Flow -$36M | |
Expense Ratio 1.20% Expense Ratio 0.88% | ||||||||
Expense Ratio 0.59% | TTM Yield 2.2% | 3yr Sharpe -0.11 | YTD Return -4.2% | 3yr Return 9.2% | 1yr Return -8.2% | Total Assets $1B | 6M Money Flow -$51M | |
Expense Ratio 0.85% | TTM Yield 1.1% | 3yr Sharpe 0.03 | YTD Return -3.8% | 3yr Return 16.2% | 1yr Return 1.9% | Total Assets $34M | 6M Money Flow $1M | |
Expense Ratio 0.20% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return -3.7% | 3yr Return - | 1yr Return 3.3% | Total Assets $148M | 6M Money Flow $75M | |
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe -0.01 | YTD Return -3.7% | 3yr Return 14.1% | 1yr Return -1.1% | Total Assets $333M | 6M Money Flow -$30M | |
Expense Ratio 1.15% Expense Ratio 0.75% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.81% | TTM Yield 1.4% | 3yr Sharpe -0.01 | YTD Return -3.7% | 3yr Return 14.3% | 1yr Return -1.1% | Total Assets $8B | 6M Money Flow -$1B | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.70% | TTM Yield 1.8% | 3yr Sharpe 0.01 | YTD Return -3.6% | 3yr Return 16.4% | 1yr Return -1.1% | Total Assets $205M | 6M Money Flow -$2M | |
Expense Ratio 0.77% | TTM Yield 1.1% | 3yr Sharpe 0.03 | YTD Return -3.6% | 3yr Return 16.3% | 1yr Return 3.0% | Total Assets $4B | 6M Money Flow -$207M | |
Expense Ratio 0.79% | TTM Yield 1.1% | 3yr Sharpe -0.25 | YTD Return -3.5% | 3yr Return 0.1% | 1yr Return 0.4% | Total Assets $1B | 6M Money Flow -$116M | |
Expense Ratio 0.94% | TTM Yield 3.9% | 3yr Sharpe -0.25 | YTD Return -3.4% | 3yr Return 2.0% | 1yr Return 3.1% | Total Assets $585M | 6M Money Flow -$964M | |
Expense Ratio 0.79% Expense Ratio 1.19% | ||||||||
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -3.4% | 3yr Return - | 1yr Return - | Total Assets $143M | 6M Money Flow $78M | |
Expense Ratio 1.07% | TTM Yield 0.4% | 3yr Sharpe 0.36 | YTD Return -3.3% | 3yr Return 40.9% | 1yr Return 12.5% | Total Assets $5B | 6M Money Flow $452M | |
Expense Ratio 0.82% Expense Ratio 0.69% Expense Ratio 1.32% Expense Ratio 1.79% | ||||||||
Expense Ratio 0.24% | TTM Yield 1.3% | 3yr Sharpe 0.09 | YTD Return -3.2% | 3yr Return 19.7% | 1yr Return 3.2% | Total Assets $5B | 6M Money Flow -$262M | |
Expense Ratio 1.11% | TTM Yield 0.9% | 3yr Sharpe -0.04 | YTD Return -3.2% | 3yr Return 12.6% | 1yr Return 2.9% | Total Assets $512M | 6M Money Flow -$41M | |
Expense Ratio 0.86% Expense Ratio 0.78% Expense Ratio 1.86% Expense Ratio 1.36% | ||||||||
Expense Ratio 1.01% | TTM Yield 1.1% | 3yr Sharpe -0.13 | YTD Return -3.2% | 3yr Return 7.8% | 1yr Return -0.8% | Total Assets $2B | 6M Money Flow -$228M | |
Expense Ratio 0.79% Expense Ratio 1.29% Expense Ratio 1.76% | ||||||||
Expense Ratio 0.45% | TTM Yield 3.4% | 3yr Sharpe 0.12 | YTD Return -3.0% | 3yr Return 23.1% | 1yr Return 1.1% | Total Assets $31M | 6M Money Flow -$31M | |
Expense Ratio 1.00% | TTM Yield 1.1% | 3yr Sharpe -0.20 | YTD Return -2.8% | 3yr Return 2.7% | 1yr Return 3.5% | Total Assets $63M | 6M Money Flow -$2M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.87% | TTM Yield 1.0% | 3yr Sharpe 0.12 | YTD Return -2.7% | 3yr Return 23.3% | 1yr Return 1.9% | Total Assets $2B | 6M Money Flow -$67M | |
Expense Ratio 1.12% Expense Ratio 0.91% Expense Ratio 0.76% Expense Ratio 1.37% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.65% | TTM Yield 8.8% | 3yr Sharpe - | YTD Return -2.7% | 3yr Return - | 1yr Return -2.9% | Total Assets $10M | 6M Money Flow $9M | |
Expense Ratio 0.41% | TTM Yield 1.4% | 3yr Sharpe 0.01 | YTD Return -2.6% | 3yr Return 15.6% | 1yr Return 2.8% | Total Assets $9B | 6M Money Flow $168M | |
Expense Ratio 0.90% | TTM Yield 1.7% | 3yr Sharpe -0.06 | YTD Return -2.6% | 3yr Return 10.6% | 1yr Return -5.8% | Total Assets $133M | 6M Money Flow -$9M | |
Expense Ratio 1.25% | ||||||||
Expense Ratio 0.76% | TTM Yield 1.2% | 3yr Sharpe 0.00 | YTD Return -2.5% | 3yr Return 14.5% | 1yr Return 4.0% | Total Assets $1B | 6M Money Flow $97M | |
Expense Ratio 1.14% Expense Ratio 0.87% Expense Ratio 1.48% Expense Ratio 0.87% Expense Ratio 1.18% Expense Ratio 0.76% Expense Ratio 1.95% Expense Ratio 0.88% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.3% | 3yr Sharpe -0.03 | YTD Return -2.5% | 3yr Return 13.1% | 1yr Return 2.0% | Total Assets $26M | 6M Money Flow -$13M | |
Expense Ratio 0.82% | TTM Yield 0.8% | 3yr Sharpe 0.01 | YTD Return -2.4% | 3yr Return 15.9% | 1yr Return 2.6% | Total Assets $729M | 6M Money Flow -$5M | |
Expense Ratio 0.49% | TTM Yield 1.8% | 3yr Sharpe 0.06 | YTD Return -2.4% | 3yr Return 16.8% | 1yr Return -3.2% | Total Assets $23B | 6M Money Flow -$473M | |
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe - | YTD Return -2.4% | 3yr Return - | 1yr Return -0.9% | Total Assets $21M | 6M Money Flow $4M | |
Expense Ratio 3.19% | TTM Yield 8.8% | 3yr Sharpe -0.12 | YTD Return -2.3% | 3yr Return 5.1% | 1yr Return 10.8% | Total Assets $58M | 6M Money Flow $4M | |
Expense Ratio 1.02% | TTM Yield 0.6% | 3yr Sharpe 0.08 | YTD Return -2.3% | 3yr Return 19.1% | 1yr Return 2.7% | Total Assets $1B | 6M Money Flow -$63M | |
Expense Ratio 0.77% Expense Ratio 0.68% Expense Ratio 0.87% Expense Ratio 1.27% Expense Ratio 0.68% Expense Ratio 1.02% Expense Ratio 1.77% Expense Ratio 0.77% Expense Ratio 1.38% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.2% | 3yr Sharpe -0.07 | YTD Return -2.2% | 3yr Return 11.3% | 1yr Return 1.8% | Total Assets $390M | 6M Money Flow -$50M | |
Expense Ratio 1.13% Expense Ratio 0.75% Expense Ratio 1.88% | ||||||||
Expense Ratio 0.55% | TTM Yield 1.5% | 3yr Sharpe 0.20 | YTD Return -2.1% | 3yr Return 23.9% | 1yr Return 0.2% | Total Assets $2B | 6M Money Flow -$83M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.64% | TTM Yield 2.0% | 3yr Sharpe -0.01 | YTD Return -2.1% | 3yr Return 14.1% | 1yr Return 1.3% | Total Assets $120M | 6M Money Flow -$14M | |