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Moderate Allocationor search across All Categories

Statistics as of May 01, 2025

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Found total of 222 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
4.9%
3yr Sharpe
-0.26
YTD Return
7.3%
3yr Return
-2.8%
1yr Return
24.3%
Total Assets
$380M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
0.9%
3yr Sharpe
1.06
YTD Return
5.9%
3yr Return
100.8%
1yr Return
56.4%
Total Assets
$63M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.1%
3yr Sharpe
-0.10
YTD Return
-2.6%
3yr Return
10.5%
1yr Return
5.2%
Total Assets
$91M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
0.7%
3yr Return
18.5%
1yr Return
9.6%
Total Assets
$410M
6M Money Flow
-$36M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.1%
3yr Sharpe
0.22
YTD Return
0.7%
3yr Return
21.7%
1yr Return
10.4%
Total Assets
$188M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
0.05
YTD Return
-1.3%
3yr Return
15.6%
1yr Return
5.6%
Total Assets
$33M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.35
YTD Return
-1.2%
3yr Return
27.0%
1yr Return
10.6%
Total Assets
$108B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
2.8%
3yr Sharpe
0.24
YTD Return
1.2%
3yr Return
22.4%
1yr Return
10.3%
Total Assets
$21B
6M Money Flow
-$644M
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.3%
3yr Sharpe
0.21
YTD Return
0.5%
3yr Return
21.4%
1yr Return
9.7%
Total Assets
$976M
6M Money Flow
-$62M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
1.8%
3yr Sharpe
0.49
YTD Return
2.2%
3yr Return
34.2%
1yr Return
12.8%
Total Assets
$869M
6M Money Flow
-$86M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
0.19
YTD Return
0.0%
3yr Return
21.6%
1yr Return
7.9%
Total Assets
$22B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
0.16
YTD Return
-1.3%
3yr Return
19.2%
1yr Return
9.2%
Total Assets
$129M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
1.6%
3yr Sharpe
0.29
YTD Return
-2.3%
3yr Return
25.2%
1yr Return
9.1%
Total Assets
$141M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.30
YTD Return
-1.6%
3yr Return
25.4%
1yr Return
10.6%
Total Assets
$56B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-2.1%
3yr Return
39.2%
1yr Return
15.1%
Total Assets
$426M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
0.12
YTD Return
1.2%
3yr Return
17.8%
1yr Return
7.6%
Total Assets
$3B
6M Money Flow
-$105M
Moderate Allocation
Expense Ratio
1.11%
TTM Yield
2.2%
3yr Sharpe
0.06
YTD Return
1.7%
3yr Return
15.7%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
-$38M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.5%
3yr Sharpe
-0.38
YTD Return
4.9%
3yr Return
-9.5%
1yr Return
6.7%
Total Assets
$57M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
2.0%
3yr Sharpe
0.14
YTD Return
-3.3%
3yr Return
19.5%
1yr Return
6.3%
Total Assets
$853M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
2.6%
3yr Sharpe
0.29
YTD Return
0.7%
3yr Return
23.4%
1yr Return
9.0%
Total Assets
$94M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.81%
TTM Yield
2.5%
3yr Sharpe
0.20
YTD Return
-0.1%
3yr Return
21.1%
1yr Return
7.9%
Total Assets
$543M
6M Money Flow
-$28M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.6%
3yr Sharpe
0.22
YTD Return
-0.6%
3yr Return
21.8%
1yr Return
11.0%
Total Assets
$720M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
1.69%
TTM Yield
2.0%
3yr Sharpe
-0.09
YTD Return
1.8%
3yr Return
11.1%
1yr Return
7.6%
Total Assets
$32M
6M Money Flow
-$853K
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.7%
3yr Sharpe
0.21
YTD Return
0.8%
3yr Return
21.0%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
-$127M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.0%
3yr Sharpe
0.00
YTD Return
7.4%
3yr Return
13.7%
1yr Return
13.0%
Total Assets
$75M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.70%
TTM Yield
2.7%
3yr Sharpe
0.21
YTD Return
0.1%
3yr Return
21.6%
1yr Return
8.1%
Total Assets
$853M
6M Money Flow
-$39M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.4%
3yr Sharpe
0.17
YTD Return
-2.0%
3yr Return
20.7%
1yr Return
8.0%
Total Assets
$4B
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.53
YTD Return
0.3%
3yr Return
-1.2%
1yr Return
4.3%
Total Assets
$18M
6M Money Flow
-$449K
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.5%
3yr Sharpe
-0.22
YTD Return
1.3%
3yr Return
8.1%
1yr Return
6.2%
Total Assets
$34M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.5%
3yr Sharpe
0.35
YTD Return
-1.7%
3yr Return
27.5%
1yr Return
10.0%
Total Assets
$66M
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
0.14
YTD Return
0.5%
3yr Return
18.6%
1yr Return
10.2%
Total Assets
$41M
6M Money Flow
-$196M
Moderate Allocation
Expense Ratio
0.51%
TTM Yield
2.4%
3yr Sharpe
0.24
YTD Return
-1.6%
3yr Return
23.0%
1yr Return
9.3%
Total Assets
$665M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.6%
3yr Sharpe
0.19
YTD Return
0.6%
3yr Return
20.7%
1yr Return
9.5%
Total Assets
$568M
6M Money Flow
-$28M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
-1.3%
3yr Return
26.1%
1yr Return
7.3%
Total Assets
$6B
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
-3.1%
3yr Return
23.8%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
-$89M
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-1.9%
3yr Return
-
1yr Return
9.8%
Total Assets
$545M
6M Money Flow
$405M
Moderate Allocation
Expense Ratio
1.13%
TTM Yield
2.4%
3yr Sharpe
0.10
YTD Return
1.9%
3yr Return
17.5%
1yr Return
10.1%
Total Assets
$101M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
-1.0%
Total Assets
$66M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
-1.7%
3yr Return
22.5%
1yr Return
7.1%
Total Assets
$66M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
6.0%
3yr Sharpe
0.70
YTD Return
-2.5%
3yr Return
40.1%
1yr Return
12.0%
Total Assets
$358M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.24
YTD Return
-0.6%
3yr Return
21.5%
1yr Return
8.0%
Total Assets
$839K
6M Money Flow
-$25K