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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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▲Total Assets6M Money Flow
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.64
YTD Return
-5.1%
3yr Return
-6.9%
1yr Return
-4.5%
Total Assets
$14M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
-2.4%
Total Assets
$12M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-1.7%
Total Assets
$189M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
-0.29
YTD Return
-3.7%
3yr Return
2.7%
1yr Return
-0.2%
Total Assets
$85M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
1.5%
Total Assets
$67M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-1.6%
3yr Return
11.4%
1yr Return
1.5%
Total Assets
$387M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.4%
3yr Sharpe
0.11
YTD Return
-2.9%
3yr Return
19.5%
1yr Return
2.1%
Total Assets
$60M
6M Money Flow
-$12M
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
1.10%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
2.2%
Total Assets
$12M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
2.25%
TTM Yield
8.8%
3yr Sharpe
-0.59
YTD Return
1.5%
3yr Return
5.4%
1yr Return
2.4%
Total Assets
$268M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
3.2%
3yr Sharpe
-0.07
YTD Return
-0.4%
3yr Return
11.9%
1yr Return
2.4%
Total Assets
$80M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.7%
3yr Sharpe
-0.05
YTD Return
-8.6%
3yr Return
12.3%
1yr Return
2.6%
Total Assets
$690M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
-0.20
YTD Return
-2.3%
3yr Return
6.8%
1yr Return
3.1%
Total Assets
$368M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.5%
3yr Sharpe
-0.06
YTD Return
-0.9%
3yr Return
12.0%
1yr Return
3.3%
Total Assets
$179M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
3.3%
Total Assets
$69M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
1.9%
3yr Sharpe
-0.06
YTD Return
-2.5%
3yr Return
12.0%
1yr Return
3.6%
Total Assets
$866M
6M Money Flow
-$55M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
3.7%
3yr Sharpe
-0.11
YTD Return
-0.8%
3yr Return
10.0%
1yr Return
4.0%
Total Assets
$758M
6M Money Flow
-$45M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
2.4%
3yr Sharpe
-0.27
YTD Return
0.7%
3yr Return
5.8%
1yr Return
4.2%
Total Assets
$89M
6M Money Flow
-$5M
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
0.36%
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
0.97%
TTM Yield
1.8%
3yr Sharpe
-0.03
YTD Return
-1.2%
3yr Return
12.5%
1yr Return
4.5%
Total Assets
$186M
6M Money Flow
-$29M
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-1.2%
3yr Return
15.3%
1yr Return
4.5%
Total Assets
$1M
6M Money Flow
$13K
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
2.8%
3yr Sharpe
-1.10
YTD Return
0.8%
3yr Return
1.2%
1yr Return
4.6%
Total Assets
$34M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
3.1%
3yr Sharpe
-0.12
YTD Return
0.0%
3yr Return
9.6%
1yr Return
4.7%
Total Assets
$21M
6M Money Flow
-$463K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
-1.2%
3yr Return
15.0%
1yr Return
4.8%
Total Assets
$2M
6M Money Flow
$111K
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
1.4%
3yr Sharpe
-0.01
YTD Return
-0.5%
3yr Return
13.4%
1yr Return
5.0%
Total Assets
$827M
6M Money Flow
-$60M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.03
YTD Return
-1.0%
3yr Return
15.4%
1yr Return
5.0%
Total Assets
$819K
6M Money Flow
-$48K
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-1.3%
3yr Return
16.2%
1yr Return
5.0%
Total Assets
$51M
6M Money Flow
$815K
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
0.5%
3yr Return
10.2%
1yr Return
5.0%
Total Assets
$34M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
-0.09
YTD Return
-3.7%
3yr Return
10.9%
1yr Return
5.1%
Total Assets
$174M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
-0.08
YTD Return
1.2%
3yr Return
11.1%
1yr Return
5.1%
Total Assets
$3B
6M Money Flow
-$103M
Moderate Allocation
Expense Ratio
1.11%
TTM Yield
2.2%
3yr Sharpe
-0.14
YTD Return
1.6%
3yr Return
9.5%
1yr Return
5.1%
Total Assets
$1B
6M Money Flow
-$37M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.10
YTD Return
-1.0%
3yr Return
18.0%
1yr Return
5.1%
Total Assets
$6B
6M Money Flow
$33M
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
0.71%
TTM Yield
2.0%
3yr Sharpe
-0.01
YTD Return
0.3%
3yr Return
13.2%
1yr Return
5.2%
Total Assets
$730M
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.0%
3yr Sharpe
-0.19
YTD Return
0.0%
3yr Return
8.2%
1yr Return
5.2%
Total Assets
$95M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
-0.15
YTD Return
-2.0%
3yr Return
9.1%
1yr Return
5.3%
Total Assets
$272M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
1.9%
3yr Sharpe
-0.06
YTD Return
-0.1%
3yr Return
12.2%
1yr Return
5.3%
Total Assets
$26M
6M Money Flow
$561K
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.3%
3yr Sharpe
-0.34
YTD Return
1.7%
3yr Return
2.9%
1yr Return
5.3%
Total Assets
$130M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.55
YTD Return
3.6%
3yr Return
-1.3%
1yr Return
5.3%
Total Assets
$18M
6M Money Flow
-$557K
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.7%
3yr Sharpe
-0.11
YTD Return
-0.3%
3yr Return
10.7%
1yr Return
5.3%
Total Assets
$143M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.3%
3yr Sharpe
-0.02
YTD Return
-1.5%
3yr Return
13.4%
1yr Return
5.3%
Total Assets
$272M
6M Money Flow
-$17M