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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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
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
2.25%
TTM Yield
8.9%
3yr Sharpe
-0.66
YTD Return
1.0%
3yr Return
5.0%
1yr Return
1.1%
Total Assets
$256M
6M Money Flow
-$21M
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
1.38%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
9.4%
Total Assets
$38M
6M Money Flow
$792K
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
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
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
1.95%
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
4.05%
TTM Yield
6.7%
3yr Sharpe
0.31
YTD Return
1.9%
3yr Return
26.2%
1yr Return
10.5%
Total Assets
$42M
6M Money Flow
-$4M
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
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
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
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
0.40%
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
0.98%
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
0.95%
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
0.71%
TTM Yield
5.6%
3yr Sharpe
0.00
YTD Return
0.6%
3yr Return
13.6%
1yr Return
7.0%
Total Assets
$74B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.5%
3yr Sharpe
-0.24
YTD Return
0.0%
3yr Return
6.6%
1yr Return
5.6%
Total Assets
$127M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
5.2%
3yr Sharpe
-0.04
YTD Return
-1.2%
3yr Return
12.4%
1yr Return
9.5%
Total Assets
$1B
6M Money Flow
-$59M
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
1.04%
TTM Yield
4.9%
3yr Sharpe
0.01
YTD Return
-16.1%
3yr Return
15.0%
1yr Return
-1.8%
Total Assets
$58M
6M Money Flow
$45K
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
-0.04
YTD Return
0.1%
3yr Return
12.5%
1yr Return
5.8%
Total Assets
$465M
6M Money Flow
-$185M
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
0.50%
TTM Yield
4.7%
3yr Sharpe
-0.02
YTD Return
2.5%
3yr Return
13.0%
1yr Return
9.5%
Total Assets
$67M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
0.14
YTD Return
0.5%
3yr Return
18.6%
1yr Return
10.2%
Total Assets
$41M
6M Money Flow
-$196M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
4.5%
3yr Sharpe
-0.06
YTD Return
0.0%
3yr Return
11.6%
1yr Return
5.5%
Total Assets
$3B
6M Money Flow
-$185M
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
1.12%
TTM Yield
4.3%
3yr Sharpe
0.03
YTD Return
1.6%
3yr Return
14.7%
1yr Return
9.0%
Total Assets
$104M
6M Money Flow
-$135K
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.2%
3yr Sharpe
-0.05
YTD Return
3.0%
3yr Return
13.5%
1yr Return
7.4%
Total Assets
$72M
6M Money Flow
-$2M
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
0.79%
TTM Yield
3.9%
3yr Sharpe
0.32
YTD Return
0.6%
3yr Return
25.8%
1yr Return
10.3%
Total Assets
$2B
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
-1.2%
3yr Return
19.2%
1yr Return
8.1%
Total Assets
$72M
6M Money Flow
-$5M
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
0.86%
TTM Yield
3.7%
3yr Sharpe
0.08
YTD Return
-1.2%
3yr Return
16.8%
1yr Return
6.1%
Total Assets
$749M
6M Money Flow
-$46M
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
0.64%
TTM Yield
3.6%
3yr Sharpe
0.12
YTD Return
-2.6%
3yr Return
18.9%
1yr Return
5.5%
Total Assets
$434M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.36%
TTM Yield
3.5%
3yr Sharpe
0.03
YTD Return
-0.4%
3yr Return
15.3%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
-$83M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.5%
3yr Sharpe
-0.38
YTD Return
4.9%
3yr Return
-9.5%
1yr Return
6.7%
Total Assets
$57M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-
YTD Return
-4.9%
3yr Return
-
1yr Return
-3.4%
Total Assets
$182M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
3.5%
3yr Sharpe
0.19
YTD Return
-0.3%
3yr Return
20.6%
1yr Return
8.4%
Total Assets
$626M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
0.7%
3yr Return
18.5%
1yr Return
9.6%
Total Assets
$410M
6M Money Flow
-$36M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.3%
3yr Sharpe
0.11
YTD Return
-2.6%
3yr Return
17.0%
1yr Return
7.3%
Total Assets
$1B
6M Money Flow
-$167M