Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Moderately Aggressive Allocationor search across All Categories

Statistics as of Mar 25, 2025

Search , , ,

in

Further filter by keywords:
Found total of 85 distinct funds
Download top 1000 CSV
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
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
3.9%
3yr Sharpe
0.22
YTD Return
5.2%
3yr Return
18.7%
1yr Return
12.8%
Total Assets
$130B
6M Money Flow
-$4B
Moderately Aggressive Allocation
Expense Ratio
0.14%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
1.9%
3yr Return
20.3%
1yr Return
9.4%
Total Assets
$22B
6M Money Flow
-$432M
Moderately Aggressive Allocation
Expense Ratio
0.66%
TTM Yield
1.8%
3yr Sharpe
0.31
YTD Return
1.7%
3yr Return
23.6%
1yr Return
9.7%
Total Assets
$19B
6M Money Flow
$78M
Moderately Aggressive Allocation
Expense Ratio
1.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
30.2%
1yr Return
10.7%
Total Assets
$11B
6M Money Flow
-$254M
Moderately Aggressive Allocation
Expense Ratio
1.06%
TTM Yield
3.3%
3yr Sharpe
0.50
YTD Return
2.2%
3yr Return
30.4%
1yr Return
10.8%
Total Assets
$11B
6M Money Flow
-$385M
Moderately Aggressive Allocation
Expense Ratio
0.11%
TTM Yield
2.1%
3yr Sharpe
0.20
YTD Return
2.5%
3yr Return
21.0%
1yr Return
9.7%
Total Assets
$8B
6M Money Flow
-$325M
Moderately Aggressive Allocation
Expense Ratio
0.18%
TTM Yield
2.3%
3yr Sharpe
0.08
YTD Return
1.6%
3yr Return
15.3%
1yr Return
7.5%
Total Assets
$8B
6M Money Flow
-$591M
Moderately Aggressive Allocation
Expense Ratio
0.64%
TTM Yield
1.9%
3yr Sharpe
0.10
YTD Return
1.6%
3yr Return
15.9%
1yr Return
7.3%
Total Assets
$7B
6M Money Flow
-$61M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
2.1%
3yr Sharpe
0.10
YTD Return
1.8%
3yr Return
15.4%
1yr Return
6.6%
Total Assets
$6B
6M Money Flow
-$350M
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
2.5%
3yr Sharpe
0.17
YTD Return
2.0%
3yr Return
15.6%
1yr Return
9.2%
Total Assets
$5B
6M Money Flow
-$241M
Moderately Aggressive Allocation
Expense Ratio
1.12%
TTM Yield
2.0%
3yr Sharpe
0.15
YTD Return
0.0%
3yr Return
16.4%
1yr Return
7.0%
Total Assets
$5B
6M Money Flow
-$24M
Moderately Aggressive Allocation
Expense Ratio
0.64%
TTM Yield
1.8%
3yr Sharpe
0.14
YTD Return
2.4%
3yr Return
17.8%
1yr Return
8.4%
Total Assets
$4B
6M Money Flow
-$59M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
1.3%
3yr Sharpe
0.25
YTD Return
1.0%
3yr Return
20.6%
1yr Return
9.0%
Total Assets
$3B
6M Money Flow
-$110M
Moderately Aggressive Allocation
Expense Ratio
1.05%
TTM Yield
0.7%
3yr Sharpe
0.34
YTD Return
-1.9%
3yr Return
21.9%
1yr Return
9.8%
Total Assets
$3B
6M Money Flow
-$73M
Moderately Aggressive Allocation
Expense Ratio
0.77%
TTM Yield
2.1%
3yr Sharpe
0.24
YTD Return
1.7%
3yr Return
22.0%
1yr Return
8.9%
Total Assets
$3B
6M Money Flow
$176M
Moderately Aggressive Allocation
Expense Ratio
3.90%
TTM Yield
7.3%
3yr Sharpe
0.27
YTD Return
-3.3%
3yr Return
25.3%
1yr Return
11.3%
Total Assets
$3B
6M Money Flow
-$52M
Moderately Aggressive Allocation
Expense Ratio
1.01%
TTM Yield
2.0%
3yr Sharpe
0.47
YTD Return
1.1%
3yr Return
30.7%
1yr Return
10.4%
Total Assets
$3B
6M Money Flow
-$66M
Moderately Aggressive Allocation
Expense Ratio
0.33%
TTM Yield
1.9%
3yr Sharpe
0.27
YTD Return
0.7%
3yr Return
20.3%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
$393M
Moderately Aggressive Allocation
Expense Ratio
2.53%
TTM Yield
6.3%
3yr Sharpe
0.03
YTD Return
0.1%
3yr Return
5.6%
1yr Return
11.4%
Total Assets
$2B
6M Money Flow
-$55M
Moderately Aggressive Allocation
Expense Ratio
0.46%
TTM Yield
2.2%
3yr Sharpe
-0.01
YTD Return
0.7%
3yr Return
11.6%
1yr Return
5.3%
Total Assets
$2B
6M Money Flow
-$112M
Expense Ratio
0.47%
TTM Yield
9.9%
3yr Sharpe
0.44
YTD Return
-0.1%
3yr Return
29.3%
1yr Return
14.3%
Total Assets
$2B
6M Money Flow
-
Moderately Aggressive Allocation
Expense Ratio
0.69%
TTM Yield
2.0%
3yr Sharpe
0.23
YTD Return
0.5%
3yr Return
19.6%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$148M
Moderately Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
0.6%
3yr Sharpe
0.42
YTD Return
-3.0%
3yr Return
31.3%
1yr Return
5.7%
Total Assets
$2B
6M Money Flow
$5M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
1.2%
3yr Sharpe
0.27
YTD Return
1.3%
3yr Return
24.2%
1yr Return
8.8%
Total Assets
$1B
6M Money Flow
$183M
Moderately Aggressive Allocation
Expense Ratio
0.88%
TTM Yield
1.8%
3yr Sharpe
0.44
YTD Return
4.5%
3yr Return
27.2%
1yr Return
13.9%
Total Assets
$1B
6M Money Flow
-$12M
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
1.9%
3yr Sharpe
0.27
YTD Return
1.3%
3yr Return
21.1%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
-$41M
Moderately Aggressive Allocation
Expense Ratio
0.68%
TTM Yield
2.0%
3yr Sharpe
0.12
YTD Return
1.7%
3yr Return
15.9%
1yr Return
8.5%
Total Assets
$1B
6M Money Flow
-$22M
Moderately Aggressive Allocation
Expense Ratio
1.03%
TTM Yield
1.4%
3yr Sharpe
0.21
YTD Return
0.5%
3yr Return
19.5%
1yr Return
9.1%
Total Assets
$1B
6M Money Flow
-$68M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
0.08
YTD Return
2.4%
3yr Return
15.8%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
$119M
Moderately Aggressive Allocation
Expense Ratio
0.39%
TTM Yield
2.7%
3yr Sharpe
0.14
YTD Return
2.3%
3yr Return
17.9%
1yr Return
8.8%
Total Assets
$1B
6M Money Flow
-$32M
Moderately Aggressive Allocation
Expense Ratio
0.45%
TTM Yield
2.5%
3yr Sharpe
0.00
YTD Return
0.7%
3yr Return
12.0%
1yr Return
5.2%
Total Assets
$957M
6M Money Flow
-$38M
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
2.2%
3yr Sharpe
0.21
YTD Return
1.7%
3yr Return
19.6%
1yr Return
9.0%
Total Assets
$948M
6M Money Flow
-$39M
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
0.18
YTD Return
0.6%
3yr Return
17.9%
1yr Return
7.0%
Total Assets
$887M
6M Money Flow
-$72M
Moderately Aggressive Allocation
Expense Ratio
0.93%
TTM Yield
2.3%
3yr Sharpe
0.11
YTD Return
1.2%
3yr Return
16.1%
1yr Return
7.5%
Total Assets
$858M
6M Money Flow
-$61M
Moderately Aggressive Allocation
Expense Ratio
0.89%
TTM Yield
2.5%
3yr Sharpe
0.09
YTD Return
-0.3%
3yr Return
13.1%
1yr Return
4.7%
Total Assets
$813M
6M Money Flow
-$34M
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
1.7%
3yr Sharpe
0.24
YTD Return
1.5%
3yr Return
21.0%
1yr Return
8.8%
Total Assets
$708M
6M Money Flow
-$22M
Moderately Aggressive Allocation
Expense Ratio
1.07%
TTM Yield
4.4%
3yr Sharpe
0.34
YTD Return
-5.3%
3yr Return
22.7%
1yr Return
12.5%
Total Assets
$682M
6M Money Flow
-$12M
Moderately Aggressive Allocation
Expense Ratio
0.79%
TTM Yield
1.9%
3yr Sharpe
0.18
YTD Return
1.4%
3yr Return
18.7%
1yr Return
8.5%
Total Assets
$662M
6M Money Flow
-$25M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
0.08
YTD Return
0.2%
3yr Return
14.6%
1yr Return
8.3%
Total Assets
$618M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
1.24%
TTM Yield
1.5%
3yr Sharpe
0.15
YTD Return
1.6%
3yr Return
17.2%
1yr Return
7.7%
Total Assets
$586M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
0.16
YTD Return
-0.8%
3yr Return
13.6%
1yr Return
6.1%
Total Assets
$549M
6M Money Flow
-$44M
Moderately Aggressive Allocation
Expense Ratio
0.78%
TTM Yield
1.2%
3yr Sharpe
0.43
YTD Return
-3.5%
3yr Return
37.9%
1yr Return
-4.8%
Total Assets
$535M
6M Money Flow
$8M