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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
4.43%
TTM Yield
6.1%
3yr Sharpe
0.07
YTD Return
11.2%
3yr Return
16.7%
1yr Return
32.1%
Total Assets
$906M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
0.75%
TTM Yield
1.8%
3yr Sharpe
0.05
YTD Return
9.1%
3yr Return
16.4%
1yr Return
15.6%
Total Assets
$105M
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.4%
3yr Sharpe
-0.53
YTD Return
8.1%
3yr Return
-17.3%
1yr Return
6.1%
Total Assets
$65M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.0%
3yr Sharpe
-0.13
YTD Return
7.5%
3yr Return
9.4%
1yr Return
12.4%
Total Assets
$78M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.7%
3yr Sharpe
0.17
YTD Return
7.5%
3yr Return
18.3%
1yr Return
8.8%
Total Assets
$50M
6M Money Flow
-$3M
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
2.93%
TTM Yield
7.1%
3yr Sharpe
-0.24
YTD Return
5.6%
3yr Return
-0.4%
1yr Return
27.8%
Total Assets
$111M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.22
YTD Return
5.3%
3yr Return
21.5%
1yr Return
10.4%
Total Assets
$15B
6M Money Flow
-$527M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
6.4%
3yr Sharpe
-0.23
YTD Return
5.1%
3yr Return
5.4%
1yr Return
11.2%
Total Assets
$85M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.0%
3yr Sharpe
-0.38
YTD Return
5.1%
3yr Return
-12.0%
1yr Return
21.5%
Total Assets
$379M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
-2.4%
Total Assets
$12M
6M Money Flow
-$4M
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
1.39%
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
5.25%
TTM Yield
6.0%
3yr Sharpe
-0.16
YTD Return
4.5%
3yr Return
2.1%
1yr Return
21.2%
Total Assets
$680M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
4.1%
3yr Return
18.2%
1yr Return
13.6%
Total Assets
$150M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
4.0%
3yr Return
13.9%
1yr Return
11.6%
Total Assets
$41M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
2.1%
3yr Sharpe
-0.72
YTD Return
3.6%
3yr Return
-4.4%
1yr Return
6.0%
Total Assets
$130M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.55
YTD Return
3.6%
3yr Return
-1.3%
1yr Return
5.3%
Total Assets
$18M
6M Money Flow
-$557K
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
8.6%
3yr Sharpe
0.16
YTD Return
3.6%
3yr Return
19.0%
1yr Return
12.8%
Total Assets
$234M
6M Money Flow
-$19M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
3.2%
3yr Sharpe
0.01
YTD Return
3.3%
3yr Return
14.1%
1yr Return
9.7%
Total Assets
$2B
6M Money Flow
-$31M
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
0.93%
TTM Yield
2.5%
3yr Sharpe
-0.18
YTD Return
3.2%
3yr Return
8.2%
1yr Return
8.2%
Total Assets
$246M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
4.3%
3yr Sharpe
-0.09
YTD Return
3.1%
3yr Return
10.3%
1yr Return
8.9%
Total Assets
$107M
6M Money Flow
$1M
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
0.50%
TTM Yield
4.7%
3yr Sharpe
-0.18
YTD Return
3.0%
3yr Return
7.7%
1yr Return
8.4%
Total Assets
$72M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
2.9%
3yr Return
15.4%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
-$386M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.7%
3yr Sharpe
-0.20
YTD Return
2.9%
3yr Return
7.3%
1yr Return
10.5%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
4.4%
3yr Sharpe
-0.14
YTD Return
2.8%
3yr Return
8.8%
1yr Return
7.0%
Total Assets
$3B
6M Money Flow
-$178M
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
2.1%
3yr Sharpe
-0.03
YTD Return
2.8%
3yr Return
13.1%
1yr Return
7.9%
Total Assets
$443M
6M Money Flow
-$23M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.5%
3yr Sharpe
-0.08
YTD Return
2.7%
3yr Return
11.0%
1yr Return
8.4%
Total Assets
$75B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
6.6%
3yr Sharpe
0.15
YTD Return
2.5%
3yr Return
19.5%
1yr Return
9.4%
Total Assets
$43M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.69%
TTM Yield
2.0%
3yr Sharpe
-0.26
YTD Return
2.5%
3yr Return
5.7%
1yr Return
6.2%
Total Assets
$33M
6M Money Flow
-$770K
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
3.0%
3yr Sharpe
0.13
YTD Return
2.5%
3yr Return
18.0%
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
13.0%
1yr Return
7.7%
Total Assets
$71M
6M Money Flow
-$411K
Moderate Allocation
Expense Ratio
1.13%
TTM Yield
2.4%
3yr Sharpe
-0.07
YTD Return
2.3%
3yr Return
11.8%
1yr Return
8.1%
Total Assets
$102M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.4%
3yr Sharpe
-0.39
YTD Return
2.3%
3yr Return
4.0%
1yr Return
5.4%
Total Assets
$35M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
5.2%
3yr Sharpe
0.23
YTD Return
2.3%
3yr Return
20.5%
1yr Return
10.3%
Total Assets
$16M
6M Money Flow
-$2M
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
0.72%
TTM Yield
2.7%
3yr Sharpe
0.06
YTD Return
2.2%
3yr Return
15.5%
1yr Return
8.8%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
1.8%
3yr Sharpe
0.24
YTD Return
2.0%
3yr Return
24.5%
1yr Return
8.7%
Total Assets
$880M
6M Money Flow
-$75M
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
0.43%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.3%
Total Assets
$201K
6M Money Flow
$42K