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Conservative Allocationor search across All Categories

Statistics as of Mar 07, 2025

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Found total of 143 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
1.4%
3yr Return
8.2%
1yr Return
5.3%
Total Assets
$5B
6M Money Flow
$72M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.6%
3yr Sharpe
-0.34
YTD Return
1.4%
3yr Return
5.3%
1yr Return
5.2%
Total Assets
$4B
6M Money Flow
-$132M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
-0.19
YTD Return
1.7%
3yr Return
9.1%
1yr Return
6.4%
Total Assets
$2B
6M Money Flow
-$156M