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Conservative Allocationor search across All Categories

Statistics as of May 27, 2025

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Found total of 34 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
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
2.1%
3yr Return
12.3%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
-$160M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.04
YTD Return
1.5%
3yr Return
13.5%
1yr Return
6.8%
Total Assets
$961M
6M Money Flow
-$37M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.10
YTD Return
2.8%
3yr Return
11.1%
1yr Return
8.3%
Total Assets
$836M
6M Money Flow
-$95M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
11.9%
3yr Sharpe
-0.37
YTD Return
1.3%
3yr Return
-6.3%
1yr Return
13.0%
Total Assets
$795M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
5.8%
3yr Sharpe
0.08
YTD Return
3.4%
3yr Return
16.6%
1yr Return
7.6%
Total Assets
$780M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
0.07
YTD Return
2.1%
3yr Return
12.8%
1yr Return
6.5%
Total Assets
$741M
6M Money Flow
$58M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
0.12
YTD Return
2.1%
3yr Return
17.1%
1yr Return
7.5%
Total Assets
$559M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.53
YTD Return
3.0%
3yr Return
1.9%
1yr Return
2.6%
Total Assets
$528M
6M Money Flow
-$48M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.0%
3yr Sharpe
-0.17
YTD Return
2.1%
3yr Return
9.6%
1yr Return
6.6%
Total Assets
$431M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.18
YTD Return
1.6%
3yr Return
10.1%
1yr Return
6.2%
Total Assets
$366M
6M Money Flow
-$26M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.15
YTD Return
2.3%
3yr Return
10.7%
1yr Return
6.3%
Total Assets
$309M
6M Money Flow
-$28M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.11
YTD Return
2.0%
3yr Return
11.0%
1yr Return
6.7%
Total Assets
$247M
6M Money Flow
-$23M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.90
YTD Return
2.9%
3yr Return
1.6%
1yr Return
4.7%
Total Assets
$231M
6M Money Flow
$97M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
0.14
YTD Return
1.5%
3yr Return
17.0%
1yr Return
6.9%
Total Assets
$224M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.40
YTD Return
2.4%
3yr Return
5.2%
1yr Return
6.3%
Total Assets
$222M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
0.10
YTD Return
8.2%
3yr Return
13.7%
1yr Return
12.6%
Total Assets
$216M
6M Money Flow
$21M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
2.2%
3yr Return
10.1%
1yr Return
6.6%
Total Assets
$173M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
0.7%
3yr Return
13.2%
1yr Return
4.6%
Total Assets
$157M
6M Money Flow
$13M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.11
YTD Return
2.2%
3yr Return
10.6%
1yr Return
6.4%
Total Assets
$149M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.12
YTD Return
1.9%
3yr Return
11.5%
1yr Return
6.5%
Total Assets
$126M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
6.1%
3yr Sharpe
0.10
YTD Return
0.1%
3yr Return
17.9%
1yr Return
8.0%
Total Assets
$108M
6M Money Flow
$9M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
-0.07
YTD Return
1.9%
3yr Return
12.6%
1yr Return
7.3%
Total Assets
$98M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
-0.07
YTD Return
2.1%
3yr Return
8.9%
1yr Return
6.3%
Total Assets
$72M
6M Money Flow
-$8M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.14
YTD Return
1.8%
3yr Return
6.5%
1yr Return
5.6%
Total Assets
$72M
6M Money Flow
-$8M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
-0.09
YTD Return
2.9%
3yr Return
10.2%
1yr Return
7.3%
Total Assets
$58M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
6.7%
3yr Sharpe
0.01
YTD Return
-0.7%
3yr Return
15.2%
1yr Return
6.3%
Total Assets
$50M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.15
YTD Return
2.7%
3yr Return
12.7%
1yr Return
6.1%
Total Assets
$49M
6M Money Flow
-$874K
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
6.6%
3yr Sharpe
0.03
YTD Return
0.7%
3yr Return
16.3%
1yr Return
4.4%
Total Assets
$40M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.22
YTD Return
1.9%
3yr Return
8.2%
1yr Return
5.0%
Total Assets
$40M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.39
YTD Return
-1.6%
3yr Return
-10.7%
1yr Return
-4.7%
Total Assets
$31M
6M Money Flow
$7M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
-0.41
YTD Return
2.4%
3yr Return
8.8%
1yr Return
5.1%
Total Assets
$22M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.45
YTD Return
-1.3%
3yr Return
19.1%
1yr Return
4.1%
Total Assets
$15M
6M Money Flow
$203K
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
8.7%
3yr Return
-
1yr Return
-
Total Assets
$13M
6M Money Flow
$1M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.05
YTD Return
1.1%
3yr Return
12.6%
1yr Return
7.9%
Total Assets
$10M
6M Money Flow
-$807K