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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 ReturnTotal Assets6M Money Flow ▼
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
0.81%
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
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
0.32%
TTM Yield
2.0%
3yr Sharpe
0.37
YTD Return
-2.3%
3yr Return
29.4%
1yr Return
9.5%
Total Assets
$2B
6M Money Flow
$196M
Moderate Allocation
Expense Ratio
0.39%
TTM Yield
3.2%
3yr Sharpe
0.10
YTD Return
0.5%
3yr Return
17.2%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
$184M
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
0.15%
TTM Yield
2.7%
3yr Sharpe
0.25
YTD Return
1.1%
3yr Return
23.0%
1yr Return
10.2%
Total Assets
$2B
6M Money Flow
$122M
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
1.08%
TTM Yield
2.1%
3yr Sharpe
0.22
YTD Return
0.9%
3yr Return
21.3%
1yr Return
9.0%
Total Assets
$985M
6M Money Flow
$112M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
-0.1%
3yr Return
20.8%
1yr Return
9.5%
Total Assets
$2B
6M Money Flow
$81M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
0.8%
3yr Return
13.8%
1yr Return
8.3%
Total Assets
$230M
6M Money Flow
$78M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.35
YTD Return
-0.7%
3yr Return
27.0%
1yr Return
9.8%
Total Assets
$550M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.9%
3yr Sharpe
0.30
YTD Return
-4.1%
3yr Return
22.1%
1yr Return
3.2%
Total Assets
$412M
6M Money Flow
$73M
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
0.68%
TTM Yield
7.5%
3yr Sharpe
0.11
YTD Return
0.1%
3yr Return
17.7%
1yr Return
8.9%
Total Assets
$1B
6M Money Flow
$38M
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
1.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-6.4%
3yr Return
-
1yr Return
0.8%
Total Assets
$65M
6M Money Flow
$21M
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
1.95%
TTM Yield
6.9%
3yr Sharpe
0.12
YTD Return
0.0%
3yr Return
17.5%
1yr Return
7.5%
Total Assets
$43M
6M Money Flow
$17M
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
1.34%
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
0.97%
TTM Yield
1.8%
3yr Sharpe
0.30
YTD Return
-1.9%
3yr Return
25.8%
1yr Return
9.3%
Total Assets
$1B
6M Money Flow
$15M
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
0.45%
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
1.21%
TTM Yield
0.5%
3yr Sharpe
0.15
YTD Return
-3.6%
3yr Return
18.5%
1yr Return
9.0%
Total Assets
$176M
6M Money Flow
$10M
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
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
0.81%
TTM Yield
2.3%
3yr Sharpe
0.21
YTD Return
-0.7%
3yr Return
22.1%
1yr Return
8.3%
Total Assets
$159M
6M Money Flow
$8M
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
0.93%
TTM Yield
2.6%
3yr Sharpe
-0.07
YTD Return
1.2%
3yr Return
11.3%
1yr Return
7.6%
Total Assets
$244M
6M Money Flow
$6M
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
0.47%
TTM Yield
1.8%
3yr Sharpe
0.17
YTD Return
0.3%
3yr Return
21.1%
1yr Return
8.6%
Total Assets
$32M
6M Money Flow
$5M
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
0.74%
TTM Yield
3.3%
3yr Sharpe
-0.17
YTD Return
-4.6%
3yr Return
8.9%
1yr Return
-0.8%
Total Assets
$76M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
0.21%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
7.8%
Total Assets
$28M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
8.8%
Total Assets
$41M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
6.8%
Total Assets
$56M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
8.4%
Total Assets
$38M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.19%
TTM Yield
2.5%
3yr Sharpe
0.20
YTD Return
0.3%
3yr Return
21.2%
1yr Return
9.7%
Total Assets
$22M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
6.1%
3yr Sharpe
0.31
YTD Return
-2.8%
3yr Return
26.1%
1yr Return
8.9%
Total Assets
$110M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
$1M