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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.
NameExpense RatioTTM Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Expense Ratio
0.47%
TTM Yield
10.3%
3yr Sharpe
0.35
YTD Return
-4.4%
3yr Return
31.3%
1yr Return
12.9%
Total Assets
$2B
6M Money Flow
-
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
6.3%
3yr Sharpe
0.27
YTD Return
0.0%
3yr Return
26.3%
1yr Return
7.4%
Total Assets
$322M
6M Money Flow
$99M
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
4.0%
3yr Sharpe
0.24
YTD Return
4.2%
3yr Return
22.0%
1yr Return
14.1%
Total Assets
$128B
6M Money Flow
-$4B
Moderately Aggressive Allocation
Expense Ratio
0.35%
TTM Yield
3.7%
3yr Sharpe
-
YTD Return
1.0%
3yr Return
-
1yr Return
11.6%
Total Assets
$5M
6M Money Flow
-$48K
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
0.26
YTD Return
-1.0%
3yr Return
25.3%
1yr Return
9.0%
Total Assets
$858M
6M Money Flow
-$65M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
3.1%
3yr Sharpe
0.15
YTD Return
0.4%
3yr Return
20.2%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$102M
Moderately Aggressive Allocation
Expense Ratio
0.32%
TTM Yield
2.9%
3yr Sharpe
0.33
YTD Return
1.7%
3yr Return
25.7%
1yr Return
11.4%
Total Assets
$177M
6M Money Flow
-$7M
Expense Ratio
0.60%
TTM Yield
2.9%
3yr Sharpe
-0.26
YTD Return
2.1%
3yr Return
5.5%
1yr Return
5.4%
Total Assets
$344M
6M Money Flow
-$44M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.70%
TTM Yield
2.9%
3yr Sharpe
0.27
YTD Return
-0.7%
3yr Return
25.5%
1yr Return
9.0%
Total Assets
$117M
6M Money Flow
-$7M
Moderately Aggressive Allocation
Expense Ratio
0.39%
TTM Yield
2.7%
3yr Sharpe
0.26
YTD Return
0.5%
3yr Return
24.2%
1yr Return
9.9%
Total Assets
$1B
6M Money Flow
-$35M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
2.6%
3yr Sharpe
0.09
YTD Return
-0.2%
3yr Return
17.4%
1yr Return
9.4%
Total Assets
$5B
6M Money Flow
-$232M
Moderately Aggressive Allocation
Expense Ratio
0.08%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
-1.3%
3yr Return
26.3%
1yr Return
9.1%
Total Assets
$315M
6M Money Flow
-$23M
Moderately Aggressive Allocation
Expense Ratio
0.45%
TTM Yield
2.6%
3yr Sharpe
0.09
YTD Return
-0.8%
3yr Return
17.9%
1yr Return
7.0%
Total Assets
$935M
6M Money Flow
-$40M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.14%
TTM Yield
2.4%
3yr Sharpe
0.32
YTD Return
0.7%
3yr Return
27.9%
1yr Return
11.3%
Total Assets
$22B
6M Money Flow
-$482M
Moderately Aggressive Allocation
Expense Ratio
0.18%
TTM Yield
2.4%
3yr Sharpe
0.17
YTD Return
-1.0%
3yr Return
21.4%
1yr Return
7.8%
Total Assets
$8B
6M Money Flow
-$593M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.4%
3yr Sharpe
0.29
YTD Return
-1.3%
3yr Return
26.8%
1yr Return
9.6%
Total Assets
$209M
6M Money Flow
-$128M
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
2.3%
3yr Sharpe
0.27
YTD Return
-0.1%
3yr Return
25.9%
1yr Return
10.3%
Total Assets
$924M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
0.46%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
-0.6%
3yr Return
17.8%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$110M
Moderately Aggressive Allocation
Expense Ratio
0.08%
TTM Yield
2.2%
3yr Sharpe
0.32
YTD Return
0.8%
3yr Return
28.6%
1yr Return
11.3%
Total Assets
$8B
6M Money Flow
-$270M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.1%
3yr Sharpe
0.17
YTD Return
-1.2%
3yr Return
20.8%
1yr Return
8.0%
Total Assets
$248M
6M Money Flow
-$14M
Moderately Aggressive Allocation
Expense Ratio
0.18%
TTM Yield
2.1%
3yr Sharpe
0.29
YTD Return
-0.4%
3yr Return
26.8%
1yr Return
10.6%
Total Assets
$28M
6M Money Flow
$525K
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.77%
TTM Yield
2.1%
3yr Sharpe
0.39
YTD Return
0.4%
3yr Return
29.5%
1yr Return
10.7%
Total Assets
$3B
6M Money Flow
$183M
Moderately Aggressive Allocation
Expense Ratio
0.69%
TTM Yield
2.1%
3yr Sharpe
0.28
YTD Return
-1.4%
3yr Return
26.2%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$145M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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