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Moderate Allocationor search across All Categories

Statistics as of Apr 02, 2025

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Found total of 223 distinct funds
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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.
NameExpense Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.02%
TTM Yield
2.3%
3yr Sharpe
-0.01
YTD Return
1.0%
3yr Return
13.7%
1yr Return
7.6%
Total Assets
$973K
6M Money Flow
$159K
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
7.8%
Total Assets
$549M
6M Money Flow
$432M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.08
YTD Return
-1.1%
3yr Return
17.2%
1yr Return
8.3%
Total Assets
$57B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.9%
3yr Sharpe
0.08
YTD Return
1.0%
3yr Return
17.1%
1yr Return
7.5%
Total Assets
$383M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
2.8%
3yr Sharpe
0.01
YTD Return
0.9%
3yr Return
14.1%
1yr Return
7.5%
Total Assets
$21B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-1.7%
3yr Return
19.1%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$91M
Moderate Allocation
Expense Ratio
0.15%
TTM Yield
2.7%
3yr Sharpe
0.04
YTD Return
1.2%
3yr Return
15.2%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
$86M
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
18.9%
1yr Return
8.7%
Total Assets
$113B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.19%
TTM Yield
2.5%
3yr Sharpe
-0.02
YTD Return
0.6%
3yr Return
13.3%
1yr Return
7.5%
Total Assets
$22M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.20%
TTM Yield
3.0%
3yr Sharpe
-0.08
YTD Return
0.8%
3yr Return
10.9%
1yr Return
6.2%
Total Assets
$7B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
0.21%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
6.4%
Total Assets
$30M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
0.09
YTD Return
0.2%
3yr Return
17.2%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$236M
Moderate Allocation
Expense Ratio
0.26%
TTM Yield
0.5%
3yr Sharpe
0.00
YTD Return
-0.4%
3yr Return
14.0%
1yr Return
7.7%
Total Assets
$183M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
-0.03
YTD Return
0.4%
3yr Return
12.5%
1yr Return
5.7%
Total Assets
$23B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.0%
3yr Sharpe
-0.21
YTD Return
-1.5%
3yr Return
6.5%
1yr Return
2.1%
Total Assets
$2B
6M Money Flow
-$79M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.14
YTD Return
-1.8%
3yr Return
19.8%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
$225M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-3.1%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
$144M
Moderate Allocation
Expense Ratio
0.33%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
10.0%
Total Assets
$2B
6M Money Flow
$914M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
-0.3%
3yr Return
19.6%
1yr Return
7.6%
Total Assets
$489M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
-$142K
Moderate Allocation
Expense Ratio
0.36%
TTM Yield
3.5%
3yr Sharpe
-0.17
YTD Return
-0.1%
3yr Return
8.2%
1yr Return
4.3%
Total Assets
$2B
6M Money Flow
-$85M
Moderate Allocation
Expense Ratio
0.39%
TTM Yield
3.1%
3yr Sharpe
-0.05
YTD Return
1.6%
3yr Return
12.4%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
$169M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
6.0%
3yr Sharpe
0.13
YTD Return
-1.9%
3yr Return
19.0%
1yr Return
6.9%
Total Assets
$111M
6M Money Flow
-$756K
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.2%
3yr Sharpe
-0.09
YTD Return
0.5%
3yr Return
10.9%
1yr Return
5.7%
Total Assets
$727M
6M Money Flow
-$86M
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.3%
Total Assets
$201K
6M Money Flow
$42K
Moderate Allocation
Expense Ratio
0.44%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
5.8%
Total Assets
$185K
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
7.0%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
7.5%
Total Assets
$48M
6M Money Flow
$912K
Moderate Allocation
Expense Ratio
0.46%
TTM Yield
2.0%
3yr Sharpe
-0.15
YTD Return
0.5%
3yr Return
8.9%
1yr Return
4.3%
Total Assets
$95M
6M Money Flow
$45K
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-1.9%
3yr Return
18.8%
1yr Return
7.2%
Total Assets
$52B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
-0.1%
3yr Return
17.4%
1yr Return
6.2%
Total Assets
$1B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
3.9%
3yr Sharpe
0.00
YTD Return
-0.2%
3yr Return
13.8%
1yr Return
6.5%
Total Assets
$73M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.9%
3yr Sharpe
-0.07
YTD Return
-0.3%
3yr Return
11.3%
1yr Return
5.2%
Total Assets
$33M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-3.0%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$967M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
1.1%
3yr Return
13.8%
1yr Return
7.4%
Total Assets
$572M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
3.5%
3yr Sharpe
-0.02
YTD Return
0.3%
3yr Return
13.3%
1yr Return
6.3%
Total Assets
$637M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
4.7%
3yr Sharpe
-0.18
YTD Return
3.0%
3yr Return
7.7%
1yr Return
8.4%
Total Assets
$72M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
9.9%
Total Assets
$3M
6M Money Flow
$140K
Moderate Allocation
Expense Ratio
0.51%
TTM Yield
2.4%
3yr Sharpe
0.00
YTD Return
-1.6%
3yr Return
14.0%
1yr Return
6.4%
Total Assets
$679M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.22
YTD Return
5.3%
3yr Return
21.5%
1yr Return
10.4%
Total Assets
$15B
6M Money Flow
-$527M
Expense Ratio
0.53%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
6.5%
Total Assets
$8M
6M Money Flow
$812K