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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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
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
4.43%
TTM Yield
6.4%
3yr Sharpe
0.03
YTD Return
6.7%
3yr Return
16.0%
1yr Return
26.0%
Total Assets
$871M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.3%
3yr Sharpe
-0.04
YTD Return
4.9%
3yr Return
12.6%
1yr Return
24.9%
Total Assets
$110M
6M Money Flow
-$3M
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
0.81%
TTM Yield
0.9%
3yr Sharpe
0.84
YTD Return
7.3%
3yr Return
41.6%
1yr Return
21.4%
Total Assets
$4B
6M Money Flow
$478M
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.1%
3yr Sharpe
-0.08
YTD Return
2.2%
3yr Return
8.7%
1yr Return
20.7%
Total Assets
$656M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
-3.0%
3yr Return
-
1yr Return
17.1%
Total Assets
$7M
6M Money Flow
$6M
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
0.55%
TTM Yield
2.2%
3yr Sharpe
0.47
YTD Return
0.4%
3yr Return
31.2%
1yr Return
15.0%
Total Assets
$193M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.80
YTD Return
4.9%
3yr Return
34.1%
1yr Return
14.8%
Total Assets
$803M
6M Money Flow
$115M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
8.7%
3yr Sharpe
0.29
YTD Return
2.3%
3yr Return
23.6%
1yr Return
13.7%
Total Assets
$231M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
0.75%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
5.1%
3yr Return
16.9%
1yr Return
13.3%
Total Assets
$114M
6M Money Flow
$27M
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
0.33%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
13.0%
Total Assets
$2B
6M Money Flow
$947M
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
0.99%
TTM Yield
1.8%
3yr Sharpe
0.33
YTD Return
1.5%
3yr Return
28.9%
1yr Return
12.8%
Total Assets
$624M
6M Money Flow
-$42M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.3%
3yr Sharpe
0.41
YTD Return
-1.7%
3yr Return
29.5%
1yr Return
12.7%
Total Assets
$978M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
6.2%
3yr Sharpe
0.31
YTD Return
-4.0%
3yr Return
35.5%
1yr Return
12.6%
Total Assets
$324M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
0.40
YTD Return
-2.3%
3yr Return
28.7%
1yr Return
12.1%
Total Assets
$1B
6M Money Flow
$9M
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
-0.1%
3yr Return
28.5%
1yr Return
12.0%
Total Assets
$256M
6M Money Flow
$16M
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
0.60%
TTM Yield
3.1%
3yr Sharpe
0.29
YTD Return
2.1%
3yr Return
24.1%
1yr Return
11.9%
Total Assets
$2B
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
2.7%
3yr Sharpe
0.65
YTD Return
-3.3%
3yr Return
34.7%
1yr Return
11.9%
Total Assets
$113M
6M Money Flow
$44M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.1%
3yr Sharpe
0.35
YTD Return
-0.3%
3yr Return
26.7%
1yr Return
11.8%
Total Assets
$233B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
4.1%
3yr Sharpe
0.15
YTD Return
1.2%
3yr Return
19.2%
1yr Return
11.8%
Total Assets
$142M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
3.2%
3yr Sharpe
0.18
YTD Return
2.9%
3yr Return
19.2%
1yr Return
11.5%
Total Assets
$1B
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
4.5%
3yr Sharpe
0.31
YTD Return
1.2%
3yr Return
23.0%
1yr Return
11.3%
Total Assets
$15M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
6.6%
3yr Sharpe
-0.23
YTD Return
3.1%
3yr Return
5.6%
1yr Return
11.2%
Total Assets
$84M
6M Money Flow
-$17K
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.8%
3yr Sharpe
-0.12
YTD Return
2.2%
3yr Return
10.4%
1yr Return
11.2%
Total Assets
$5B
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
3.7%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
11.1%
Total Assets
$5M
6M Money Flow
-$139K
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
1.62%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
1.0%
3yr Return
15.7%
1yr Return
10.8%
Total Assets
$39M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.7%
3yr Sharpe
0.28
YTD Return
1.9%
3yr Return
22.9%
1yr Return
10.8%
Total Assets
$4B
6M Money Flow
$176M
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
10.7%
Total Assets
$59M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
-1.0%
3yr Return
26.4%
1yr Return
10.7%
Total Assets
$9B
6M Money Flow
-$395M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.1%
3yr Sharpe
0.32
YTD Return
-1.1%
3yr Return
26.2%
1yr Return
10.6%
Total Assets
$25B
6M Money Flow
-$719M
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
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
0.93%
TTM Yield
2.9%
3yr Sharpe
0.44
YTD Return
-0.4%
3yr Return
30.1%
1yr Return
10.6%
Total Assets
$2B
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
2.8%
3yr Sharpe
0.33
YTD Return
-1.0%
3yr Return
25.1%
1yr Return
10.6%
Total Assets
$86M
6M Money Flow
$403K
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.2%
3yr Sharpe
0.27
YTD Return
1.0%
3yr Return
23.8%
1yr Return
10.6%
Total Assets
$14B
6M Money Flow
-$231M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.0%
3yr Sharpe
0.37
YTD Return
-1.1%
3yr Return
28.2%
1yr Return
10.5%
Total Assets
$2B
6M Money Flow
-$76M