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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
1.39%
TTM Yield
0.9%
3yr Sharpe
0.88
YTD Return
4.6%
3yr Return
85.9%
1yr Return
44.4%
Total Assets
$64M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
4.43%
TTM Yield
6.1%
3yr Sharpe
0.07
YTD Return
11.2%
3yr Return
16.7%
1yr Return
32.1%
Total Assets
$906M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.1%
3yr Sharpe
-0.24
YTD Return
5.6%
3yr Return
-0.4%
1yr Return
27.8%
Total Assets
$111M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.0%
3yr Sharpe
-0.38
YTD Return
5.1%
3yr Return
-12.0%
1yr Return
21.5%
Total Assets
$379M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.0%
3yr Sharpe
-0.16
YTD Return
4.5%
3yr Return
2.1%
1yr Return
21.2%
Total Assets
$680M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.55
YTD Return
6.7%
3yr Return
33.7%
1yr Return
19.5%
Total Assets
$4B
6M Money Flow
$410M
Moderate Allocation
Expense Ratio
0.75%
TTM Yield
1.8%
3yr Sharpe
0.05
YTD Return
9.1%
3yr Return
16.4%
1yr Return
15.6%
Total Assets
$105M
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
6.1%
3yr Sharpe
0.15
YTD Return
-2.4%
3yr Return
23.2%
1yr Return
14.6%
Total Assets
$330M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.89
YTD Return
3.1%
3yr Return
35.1%
1yr Return
14.3%
Total Assets
$764M
6M Money Flow
$100M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
4.1%
3yr Return
18.2%
1yr Return
13.6%
Total Assets
$150M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
13.3%
Total Assets
$7M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
8.6%
3yr Sharpe
0.16
YTD Return
3.6%
3yr Return
19.0%
1yr Return
12.8%
Total Assets
$234M
6M Money Flow
-$19M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.1%
3yr Sharpe
0.29
YTD Return
0.6%
3yr Return
24.7%
1yr Return
12.5%
Total Assets
$195M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.0%
3yr Sharpe
-0.13
YTD Return
7.5%
3yr Return
9.4%
1yr Return
12.4%
Total Assets
$78M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
4.0%
3yr Return
13.9%
1yr Return
11.6%
Total Assets
$41M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
6.4%
3yr Sharpe
-0.23
YTD Return
5.1%
3yr Return
5.4%
1yr Return
11.2%
Total Assets
$85M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
2.6%
3yr Sharpe
0.71
YTD Return
-1.5%
3yr Return
37.5%
1yr Return
11.0%
Total Assets
$105M
6M Money Flow
$36M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.7%
3yr Sharpe
-0.20
YTD Return
2.9%
3yr Return
7.3%
1yr Return
10.5%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
10.6%
1yr Return
10.5%
Total Assets
$1B
6M Money Flow
-$50M
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
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
6.0%
3yr Sharpe
0.40
YTD Return
-2.6%
3yr Return
27.7%
1yr Return
10.4%
Total Assets
$359M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
5.1%
3yr Sharpe
-0.09
YTD Return
1.8%
3yr Return
10.6%
1yr Return
10.4%
Total Assets
$1B
6M Money Flow
-$52M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
5.2%
3yr Sharpe
0.23
YTD Return
2.3%
3yr Return
20.5%
1yr Return
10.3%
Total Assets
$16M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
2.8%
3yr Sharpe
0.20
YTD Return
0.6%
3yr Return
21.0%
1yr Return
10.2%
Total Assets
$86M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
1.3%
3yr Sharpe
0.20
YTD Return
-1.3%
3yr Return
21.7%
1yr Return
10.1%
Total Assets
$984M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
-1.7%
3yr Return
21.1%
1yr Return
10.1%
Total Assets
$1B
6M Money Flow
$21M
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
0.60%
TTM Yield
3.0%
3yr Sharpe
0.13
YTD Return
2.5%
3yr Return
18.0%
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
-$7M
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
0.72%
TTM Yield
3.6%
3yr Sharpe
0.11
YTD Return
0.2%
3yr Return
17.6%
1yr Return
9.8%
Total Assets
$732M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
3.2%
3yr Sharpe
0.01
YTD Return
3.3%
3yr Return
14.1%
1yr Return
9.7%
Total Assets
$2B
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
0.5%
3yr Return
21.2%
1yr Return
9.6%
Total Assets
$257M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
0.4%
3yr Return
20.1%
1yr Return
9.5%
Total Assets
$241B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
6.6%
3yr Sharpe
0.15
YTD Return
2.5%
3yr Return
19.5%
1yr Return
9.4%
Total Assets
$43M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
4.3%
3yr Sharpe
-0.09
YTD Return
3.1%
3yr Return
10.3%
1yr Return
8.9%
Total Assets
$107M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-1.6%
3yr Return
23.9%
1yr Return
8.9%
Total Assets
$58M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.7%
3yr Sharpe
0.17
YTD Return
7.5%
3yr Return
18.3%
1yr Return
8.8%
Total Assets
$50M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.7%
3yr Sharpe
0.06
YTD Return
2.2%
3yr Return
15.5%
1yr Return
8.8%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
4.9%
3yr Return
18.0%
1yr Return
8.7%
Total Assets
$49M
6M Money Flow
-$3M
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
0.82%
TTM Yield
1.8%
3yr Sharpe
0.24
YTD Return
2.0%
3yr Return
24.5%
1yr Return
8.7%
Total Assets
$880M
6M Money Flow
-$75M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.9%
3yr Sharpe
0.21
YTD Return
-0.1%
3yr Return
21.7%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$6M