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Conservative Allocationor search across All Categories

Statistics as of Mar 25, 2025

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Found total of 46 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 Return3yr Return1yr ReturnTotal Assets6M Money Flow
Conservative Allocation
Expense Ratio
0.49%
TTM Yield
3.3%
3yr Sharpe
-0.28
YTD Return
1.6%
3yr Return
8.5%
1yr Return
5.6%
Total Assets
$5B
6M Money Flow
$72M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.6%
3yr Sharpe
-0.34
YTD Return
1.6%
3yr Return
6.7%
1yr Return
5.6%
Total Assets
$4B
6M Money Flow
-$132M
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
-0.19
YTD Return
1.7%
3yr Return
8.5%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
-$156M
Conservative Allocation
Expense Ratio
1.95%
TTM Yield
3.6%
3yr Sharpe
-0.09
YTD Return
5.2%
3yr Return
8.2%
1yr Return
9.2%
Total Assets
$2B
6M Money Flow
-$72M
Conservative Allocation
Expense Ratio
0.25%
TTM Yield
4.1%
3yr Sharpe
-0.20
YTD Return
1.9%
3yr Return
9.9%
1yr Return
6.4%
Total Assets
$2B
6M Money Flow
-$115M
Conservative Allocation
Expense Ratio
0.37%
TTM Yield
3.1%
3yr Sharpe
-0.24
YTD Return
1.8%
3yr Return
8.5%
1yr Return
5.4%
Total Assets
$1B
6M Money Flow
$106M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.1%
3yr Sharpe
-0.16
YTD Return
1.2%
3yr Return
9.9%
1yr Return
6.5%
Total Assets
$973M
6M Money Flow
-$31M
Conservative Allocation
Expense Ratio
0.97%
TTM Yield
3.8%
3yr Sharpe
-0.22
YTD Return
2.3%
3yr Return
7.9%
1yr Return
7.0%
Total Assets
$859M
6M Money Flow
-$107M
Conservative Allocation
Expense Ratio
3.10%
TTM Yield
11.6%
3yr Sharpe
-0.33
YTD Return
1.8%
3yr Return
-8.5%
1yr Return
14.0%
Total Assets
$809M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.38%
TTM Yield
5.7%
3yr Sharpe
-0.06
YTD Return
2.2%
3yr Return
12.1%
1yr Return
6.3%
Total Assets
$782M
6M Money Flow
-$645K
Conservative Allocation
Expense Ratio
0.41%
TTM Yield
3.0%
3yr Sharpe
-0.06
YTD Return
2.5%
3yr Return
12.5%
1yr Return
7.0%
Total Assets
$723M
6M Money Flow
$48M
Conservative Allocation
Expense Ratio
0.24%
TTM Yield
3.3%
3yr Sharpe
-0.07
YTD Return
1.2%
3yr Return
12.6%
1yr Return
6.1%
Total Assets
$657M
6M Money Flow
-$53M
Conservative Allocation
Expense Ratio
1.00%
TTM Yield
3.0%
3yr Sharpe
-0.06
YTD Return
0.9%
3yr Return
11.8%
1yr Return
6.5%
Total Assets
$574M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
0.62%
TTM Yield
5.4%
3yr Sharpe
-0.18
YTD Return
1.1%
3yr Return
11.5%
1yr Return
4.1%
Total Assets
$464M
6M Money Flow
-$45M
Conservative Allocation
Expense Ratio
0.64%
TTM Yield
4.0%
3yr Sharpe
-0.34
YTD Return
1.8%
3yr Return
5.4%
1yr Return
6.1%
Total Assets
$443M
6M Money Flow
$2M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
4.0%
3yr Sharpe
-0.14
YTD Return
1.6%
3yr Return
11.3%
1yr Return
6.2%
Total Assets
$406M
6M Money Flow
-$25M
Conservative Allocation
Expense Ratio
0.72%
TTM Yield
3.1%
3yr Sharpe
-0.30
YTD Return
1.2%
3yr Return
6.5%
1yr Return
5.7%
Total Assets
$373M
6M Money Flow
-$23M
Conservative Allocation
Expense Ratio
0.75%
TTM Yield
3.5%
3yr Sharpe
-0.16
YTD Return
1.9%
3yr Return
10.2%
1yr Return
6.5%
Total Assets
$342M
6M Money Flow
$14M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.3%
3yr Sharpe
-0.31
YTD Return
2.0%
3yr Return
8.2%
1yr Return
5.9%
Total Assets
$315M
6M Money Flow
-$24M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.6%
3yr Sharpe
-0.35
YTD Return
1.6%
3yr Return
6.1%
1yr Return
5.0%
Total Assets
$270M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.54%
TTM Yield
3.1%
3yr Sharpe
-0.31
YTD Return
1.4%
3yr Return
6.9%
1yr Return
5.8%
Total Assets
$251M
6M Money Flow
-$26M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.57
YTD Return
2.1%
3yr Return
3.0%
1yr Return
5.3%
Total Assets
$224M
6M Money Flow
$44K
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
4.1%
3yr Sharpe
0.00
YTD Return
1.2%
3yr Return
13.6%
1yr Return
6.8%
Total Assets
$224M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
1.67%
TTM Yield
3.9%
3yr Sharpe
-0.86
YTD Return
1.6%
3yr Return
1.4%
1yr Return
1.9%
Total Assets
$213M
6M Money Flow
-$47M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
-0.17
YTD Return
2.4%
3yr Return
11.3%
1yr Return
6.9%
Total Assets
$210M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
2.7%
3yr Sharpe
-0.20
YTD Return
5.9%
3yr Return
9.6%
1yr Return
13.1%
Total Assets
$191M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
4.4%
Total Assets
$182M
6M Money Flow
$131M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.3%
3yr Sharpe
-0.31
YTD Return
2.2%
3yr Return
6.7%
1yr Return
6.0%
Total Assets
$175M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
2.9%
3yr Sharpe
-0.08
YTD Return
1.2%
3yr Return
11.5%
1yr Return
5.4%
Total Assets
$156M
6M Money Flow
$13M
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
3.3%
3yr Sharpe
-0.32
YTD Return
1.8%
3yr Return
6.9%
1yr Return
5.7%
Total Assets
$151M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.2%
3yr Sharpe
-0.31
YTD Return
1.4%
3yr Return
7.0%
1yr Return
6.0%
Total Assets
$129M
6M Money Flow
-$11M
Conservative Allocation
Expense Ratio
0.89%
TTM Yield
5.8%
3yr Sharpe
0.07
YTD Return
1.5%
3yr Return
15.5%
1yr Return
9.5%
Total Assets
$106M
6M Money Flow
$5M
Conservative Allocation
Expense Ratio
0.26%
TTM Yield
0.4%
3yr Sharpe
-0.25
YTD Return
1.5%
3yr Return
8.4%
1yr Return
6.7%
Total Assets
$100M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-0.49
YTD Return
1.3%
3yr Return
3.9%
1yr Return
4.5%
Total Assets
$93M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.5%
3yr Sharpe
-0.20
YTD Return
1.6%
3yr Return
10.3%
1yr Return
5.7%
Total Assets
$76M
6M Money Flow
-$433K
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
5.0%
3yr Sharpe
-0.24
YTD Return
3.6%
3yr Return
6.1%
1yr Return
7.5%
Total Assets
$73M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.3%
3yr Sharpe
-0.42
YTD Return
2.0%
3yr Return
4.2%
1yr Return
5.1%
Total Assets
$65M
6M Money Flow
-$8M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
-0.30
YTD Return
2.9%
3yr Return
7.9%
1yr Return
6.6%
Total Assets
$57M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.9%
3yr Sharpe
-0.26
YTD Return
1.4%
3yr Return
8.0%
1yr Return
5.2%
Total Assets
$50M
6M Money Flow
$1M
Conservative Allocation
Expense Ratio
0.50%
TTM Yield
6.4%
3yr Sharpe
-0.01
YTD Return
2.3%
3yr Return
13.3%
1yr Return
5.8%
Total Assets
$41M
6M Money Flow
$2M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.8%
3yr Sharpe
-0.38
YTD Return
1.8%
3yr Return
4.6%
1yr Return
4.7%
Total Assets
$41M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.41%
TTM Yield
2.2%
3yr Sharpe
-0.53
YTD Return
2.7%
3yr Return
-9.3%
1yr Return
-1.5%
Total Assets
$33M
6M Money Flow
$6M