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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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
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
1.22%
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
0.91%
TTM Yield
1.5%
3yr Sharpe
0.14
YTD Return
-3.8%
3yr Return
19.8%
1yr Return
7.3%
Total Assets
$64M
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
1.04%
TTM Yield
4.3%
3yr Sharpe
0.26
YTD Return
-3.7%
3yr Return
26.0%
1yr Return
8.5%
Total Assets
$66M
6M Money Flow
$60K
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
1.04%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-1.7%
Total Assets
$189M
6M Money Flow
-$9M
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
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
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
0.32%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-3.1%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
$144M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-3.0%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$967M
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
1.44%
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
0.72%
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
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
1.9%
3yr Sharpe
-0.06
YTD Return
-2.5%
3yr Return
12.0%
1yr Return
3.6%
Total Assets
$866M
6M Money Flow
-$55M
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
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
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
1.06%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
6.8%
Total Assets
$37M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
1.8%
3yr Sharpe
-0.04
YTD Return
-2.2%
3yr Return
12.8%
1yr Return
5.8%
Total Assets
$211M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
7.0%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
7.5%
Total Assets
$48M
6M Money Flow
$912K
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
-2.0%
3yr Return
22.1%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$139K
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
0.47%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-1.9%
3yr Return
18.8%
1yr Return
7.2%
Total Assets
$52B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
6.0%
3yr Sharpe
0.13
YTD Return
-1.9%
3yr Return
19.0%
1yr Return
6.9%
Total Assets
$111M
6M Money Flow
-$756K
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.14
YTD Return
-1.8%
3yr Return
19.8%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
$225M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$40M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.4%
3yr Sharpe
0.63
YTD Return
-1.8%
3yr Return
27.7%
1yr Return
7.9%
Total Assets
$417M
6M Money Flow
$73M
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
0.14%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-1.7%
3yr Return
19.1%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$91M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-1.6%
3yr Return
11.4%
1yr Return
1.5%
Total Assets
$387M
6M Money Flow
-$31M
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
0.51%
TTM Yield
2.4%
3yr Sharpe
0.00
YTD Return
-1.6%
3yr Return
14.0%
1yr Return
6.4%
Total Assets
$679M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
1.5%
Total Assets
$67M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
1.6%
3yr Sharpe
0.15
YTD Return
-1.5%
3yr Return
19.2%
1yr Return
6.4%
Total Assets
$79M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.3%
3yr Sharpe
-0.04
YTD Return
-1.5%
3yr Return
12.3%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
-$177M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
1.6%
3yr Sharpe
0.09
YTD Return
-1.5%
3yr Return
17.8%
1yr Return
7.2%
Total Assets
$143M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
-1.5%
3yr Return
12.6%
1yr Return
6.2%
Total Assets
$160M
6M Money Flow
-$11M
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
0.30%
TTM Yield
2.0%
3yr Sharpe
-0.21
YTD Return
-1.5%
3yr Return
6.5%
1yr Return
2.1%
Total Assets
$2B
6M Money Flow
-$79M