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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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
17.3%
1yr Return
5.9%
Total Assets
$54B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
19.4%
1yr Return
7.5%
Total Assets
$9B
6M Money Flow
-$122M
Moderate Allocation
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
15.5%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
-$57M
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
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
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
-
Total Assets
$374M
6M Money Flow
-
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
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
-
Total Assets
$16M
6M 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
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
-$142K
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
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
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
6.4%
Total Assets
$58M
6M Money Flow
$2M
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
0.26%
TTM Yield
0.5%
3yr Sharpe
0.00
YTD Return
-0.4%
3yr Return
14.0%
1yr Return
7.7%
Total Assets
$183M
6M Money Flow
-$5M
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
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
7.8%
Total Assets
$549M
6M Money Flow
$432M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.6%
3yr Sharpe
0.01
YTD Return
2.2%
3yr Return
14.2%
1yr Return
8.2%
Total Assets
$54M
6M Money Flow
-$8M
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
1.08%
TTM Yield
0.8%
3yr Sharpe
0.09
YTD Return
-3.5%
3yr Return
20.3%
1yr Return
7.4%
Total Assets
$436M
6M Money Flow
-$20M
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
0.72%
TTM Yield
0.9%
3yr Sharpe
0.06
YTD Return
-2.8%
3yr Return
16.9%
1yr Return
6.0%
Total Assets
$858M
6M Money Flow
-$7M
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
1.06%
TTM Yield
1.0%
3yr Sharpe
0.13
YTD Return
-0.3%
3yr Return
19.4%
1yr Return
8.5%
Total Assets
$1B
6M Money Flow
-$87M
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
1.07%
TTM Yield
1.1%
3yr Sharpe
0.04
YTD Return
-1.4%
3yr Return
15.9%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
-$98M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.2%
3yr Sharpe
-0.11
YTD Return
0.3%
3yr Return
10.4%
1yr Return
5.9%
Total Assets
$132M
6M Money Flow
-$15M
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
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
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
1.39%
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
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
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
0.80%
TTM Yield
1.4%
3yr Sharpe
-0.04
YTD Return
0.2%
3yr Return
12.8%
1yr Return
5.9%
Total Assets
$110M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
0.5%
3yr Return
20.0%
1yr Return
8.1%
Total Assets
$6B
6M Money Flow
-$172M
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
0.79%
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
1.02%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-0.7%
3yr Return
16.5%
1yr Return
7.7%
Total Assets
$919M
6M Money Flow
-$29M
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
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
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