Moderately Aggressive Allocationor search across All Categories
Statistics as of May 01, 2025
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Found total of 86 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.
| Name | Expense Ratio ▼ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 3.90% | TTM Yield 7.6% | 3yr Sharpe 0.27 | YTD Return -6.4% | 3yr Return 35.5% | 1yr Return 12.6% | Total Assets $3B | 6M Money Flow -$52M | |
Expense Ratio 2.70% | TTM Yield 7.7% | 3yr Sharpe 0.54 | YTD Return -8.5% | 3yr Return 51.7% | 1yr Return 11.4% | Total Assets $271M | 6M Money Flow -$25M | |
Expense Ratio 2.53% | TTM Yield 6.6% | 3yr Sharpe -0.08 | YTD Return -4.5% | 3yr Return 9.8% | 1yr Return 7.2% | Total Assets $2B | 6M Money Flow -$55M | |
Expense Ratio 2.50% | TTM Yield 4.7% | 3yr Sharpe -0.34 | YTD Return -10.5% | 3yr Return -1.3% | 1yr Return 0.5% | Total Assets $11M | 6M Money Flow -$4M | |
Expense Ratio 2.62% Expense Ratio 3.12% | ||||||||
Expense Ratio 2.28% | TTM Yield 1.6% | 3yr Sharpe 0.23 | YTD Return -2.0% | 3yr Return 23.3% | 1yr Return 7.0% | Total Assets $1M | 6M Money Flow $56K | |
Expense Ratio 3.28% Expense Ratio 2.53% | ||||||||
Expense Ratio 1.77% | TTM Yield 0.5% | 3yr Sharpe -0.04 | YTD Return -1.5% | 3yr Return 12.5% | 1yr Return 9.9% | Total Assets $50M | 6M Money Flow -$3M | |
Expense Ratio 1.50% | TTM Yield 1.8% | 3yr Sharpe -0.07 | YTD Return -10.2% | 3yr Return 9.6% | 1yr Return 15.7% | Total Assets $97M | 6M Money Flow -$4M | |
Expense Ratio 1.45% | TTM Yield 0.1% | 3yr Sharpe 0.36 | YTD Return -3.5% | 3yr Return 27.1% | 1yr Return 13.4% | Total Assets $178M | 6M Money Flow -$21M | |
Expense Ratio 1.05% Expense Ratio 2.05% Expense Ratio 1.30% | ||||||||
Expense Ratio 1.38% | TTM Yield 1.3% | 3yr Sharpe 0.28 | YTD Return -0.8% | 3yr Return 25.6% | 1yr Return 9.5% | Total Assets $187M | 6M Money Flow -$41M | |
Expense Ratio 0.38% Expense Ratio 0.88% Expense Ratio 0.30% | ||||||||
Expense Ratio 1.31% | TTM Yield 1.5% | 3yr Sharpe -0.27 | YTD Return -8.3% | 3yr Return 2.1% | 1yr Return -0.8% | Total Assets $119M | 6M Money Flow -$5M | |
Expense Ratio 1.56% | ||||||||
Expense Ratio 1.27% | TTM Yield 1.8% | 3yr Sharpe 0.21 | YTD Return 0.7% | 3yr Return 22.3% | 1yr Return 7.8% | Total Assets $382M | 6M Money Flow -$13M | |
Expense Ratio 1.27% | TTM Yield 0.5% | 3yr Sharpe 0.25 | YTD Return -0.6% | 3yr Return 22.9% | 1yr Return 5.5% | Total Assets $42M | 6M Money Flow -$675K | |
Expense Ratio 1.26% | TTM Yield 1.2% | 3yr Sharpe 0.25 | YTD Return -0.4% | 3yr Return 26.4% | 1yr Return 9.5% | Total Assets $291M | 6M Money Flow -$18M | |
Expense Ratio 1.01% Expense Ratio 2.01% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.24% | TTM Yield 1.7% | 3yr Sharpe 0.22 | YTD Return -0.1% | 3yr Return 24.1% | 1yr Return 9.3% | Total Assets $567M | 6M Money Flow -$46M | |
Expense Ratio 1.99% Expense Ratio 0.99% Expense Ratio 1.44% Expense Ratio 0.94% | ||||||||
Expense Ratio 1.16% | TTM Yield 3.2% | 3yr Sharpe - | YTD Return 0.1% | 3yr Return 36.6% | 1yr Return 10.0% | Total Assets $10B | 6M Money Flow -$171M | |
Expense Ratio 1.12% | TTM Yield 2.0% | 3yr Sharpe 0.19 | YTD Return -2.3% | 3yr Return 22.5% | 1yr Return 8.1% | Total Assets $5B | 6M Money Flow -$29M | |
Expense Ratio 0.91% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.4% | 3yr Sharpe 0.30 | YTD Return -1.0% | 3yr Return 27.8% | 1yr Return 9.9% | Total Assets $3B | 6M Money Flow -$127M | |
Expense Ratio 0.94% Expense Ratio 0.80% Expense Ratio 1.88% Expense Ratio 1.04% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.7% | 3yr Sharpe 0.15 | YTD Return -2.1% | 3yr Return 21.0% | 1yr Return 9.0% | Total Assets $595M | 6M Money Flow -$50M | |
Expense Ratio 1.84% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.33 | YTD Return -7.8% | 3yr Return 34.0% | 1yr Return 4.0% | Total Assets $1B | 6M Money Flow -$110M | |
Expense Ratio 0.76% Expense Ratio 1.83% Expense Ratio 1.01% | ||||||||
Expense Ratio 1.07% | TTM Yield 4.5% | 3yr Sharpe 0.33 | YTD Return -8.1% | 3yr Return 34.1% | 1yr Return 11.2% | Total Assets $670M | 6M Money Flow -$12M | |
Expense Ratio 1.07% | TTM Yield 1.5% | 3yr Sharpe - | YTD Return -3.4% | 3yr Return - | 1yr Return 3.1% | Total Assets $4M | 6M Money Flow $549K | |
Expense Ratio 1.06% | TTM Yield 1.7% | 3yr Sharpe 0.27 | YTD Return -0.3% | 3yr Return 25.3% | 1yr Return 11.0% | Total Assets $519M | 6M Money Flow -$29M | |
Expense Ratio 1.90% Expense Ratio 0.78% Expense Ratio 1.40% Expense Ratio 0.78% Expense Ratio 1.09% Expense Ratio 0.68% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.8% | 3yr Sharpe 0.34 | YTD Return -3.9% | 3yr Return 30.2% | 1yr Return 11.2% | Total Assets $3B | 6M Money Flow -$81M | |
Expense Ratio 0.80% Expense Ratio 1.80% Expense Ratio 0.73% | ||||||||
Expense Ratio 1.02% | TTM Yield 0.7% | 3yr Sharpe 0.39 | YTD Return -4.4% | 3yr Return 31.2% | 1yr Return 8.3% | Total Assets $24M | 6M Money Flow -$423K | |
Expense Ratio 1.01% | TTM Yield 2.1% | 3yr Sharpe 0.54 | YTD Return -0.7% | 3yr Return 38.3% | 1yr Return 11.5% | Total Assets $3B | 6M Money Flow -$83M | |
Expense Ratio 0.68% Expense Ratio 0.76% Expense Ratio 1.76% Expense Ratio 1.26% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.00% | TTM Yield 3.3% | 3yr Sharpe 0.60 | YTD Return 0.1% | 3yr Return 36.7% | 1yr Return 10.1% | Total Assets $10B | 6M Money Flow -$382M | |
Expense Ratio 1.06% | ||||||||
Expense Ratio 1.00% | TTM Yield 2.0% | 3yr Sharpe -0.02 | YTD Return -1.2% | 3yr Return 13.4% | 1yr Return 5.2% | Total Assets $51M | 6M Money Flow -$2M | |
Expense Ratio 1.00% | TTM Yield 1.8% | 3yr Sharpe 0.11 | YTD Return -1.5% | 3yr Return 18.3% | 1yr Return 4.5% | Total Assets $26M | 6M Money Flow -$2M | |
Expense Ratio 0.98% | TTM Yield 1.6% | 3yr Sharpe 0.55 | YTD Return 2.8% | 3yr Return 40.1% | 1yr Return 11.0% | Total Assets $255M | 6M Money Flow -$9M | |
Expense Ratio 0.67% Expense Ratio 1.75% | ||||||||
Expense Ratio 0.97% | TTM Yield 1.1% | 3yr Sharpe 0.20 | YTD Return -4.5% | 3yr Return 23.5% | 1yr Return 8.0% | Total Assets $112M | 6M Money Flow -$8M | |
Expense Ratio 1.15% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.3% | 3yr Sharpe 0.35 | YTD Return 1.8% | 3yr Return 28.9% | 1yr Return 2.5% | Total Assets $85M | 6M Money Flow -$15M | |
Expense Ratio 1.22% | ||||||||
Expense Ratio 0.95% | TTM Yield 2.1% | 3yr Sharpe 0.17 | YTD Return 0.6% | 3yr Return 21.4% | 1yr Return 8.4% | Total Assets $6B | 6M Money Flow -$345M | |
Expense Ratio 0.62% Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.70% Expense Ratio 0.95% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe 0.01 | YTD Return -3.0% | 3yr Return 14.4% | 1yr Return 4.1% | Total Assets $148M | 6M Money Flow -$10M | |
Expense Ratio 0.95% | TTM Yield 4.0% | 3yr Sharpe 0.37 | YTD Return 1.7% | 3yr Return 25.8% | 1yr Return 11.6% | Total Assets $40M | 6M Money Flow -$11M | |
Expense Ratio 0.93% | TTM Yield 2.4% | 3yr Sharpe 0.20 | YTD Return -0.7% | 3yr Return 22.1% | 1yr Return 8.6% | Total Assets $831M | 6M Money Flow -$64M | |
Expense Ratio 1.43% | ||||||||
Expense Ratio 0.91% | TTM Yield 5.9% | 3yr Sharpe 0.16 | YTD Return -8.0% | 3yr Return 24.8% | 1yr Return 10.7% | Total Assets $153M | 6M Money Flow -$6M | |
Expense Ratio 0.97% Expense Ratio 1.23% Expense Ratio 1.98% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.91% | TTM Yield 2.9% | 3yr Sharpe 0.03 | YTD Return 1.0% | 3yr Return 14.7% | 1yr Return 5.2% | Total Assets $31M | 6M Money Flow -$5M | |
Expense Ratio 0.90% | TTM Yield 1.3% | 3yr Sharpe -0.24 | YTD Return -1.3% | 3yr Return 3.2% | 1yr Return 0.3% | Total Assets $101M | 6M Money Flow -$10M | |
Expense Ratio 0.89% | TTM Yield 2.5% | 3yr Sharpe 0.11 | YTD Return -2.3% | 3yr Return 18.9% | 1yr Return 5.5% | Total Assets $788M | 6M Money Flow -$38M | |
Expense Ratio 1.10% Expense Ratio 0.64% Expense Ratio 1.85% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.8% | 3yr Sharpe 0.48 | YTD Return 1.4% | 3yr Return 32.9% | 1yr Return 11.7% | Total Assets $1B | 6M Money Flow -$13M | |
Expense Ratio 1.15% Expense Ratio 0.84% Expense Ratio 1.91% | ||||||||
Expense Ratio 0.87% | TTM Yield 1.8% | 3yr Sharpe 0.20 | YTD Return -1.9% | 3yr Return 23.2% | 1yr Return 8.4% | Total Assets $135M | 6M Money Flow $10M | |
Expense Ratio 1.14% Expense Ratio 1.22% Expense Ratio 1.64% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.1% | 3yr Sharpe -0.19 | YTD Return -2.5% | 3yr Return 6.3% | 1yr Return 2.1% | Total Assets $32M | 6M Money Flow $368K | |
Expense Ratio 1.11% | ||||||||