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Moderate Allocationor search across All Categories

Statistics as of Mar 25, 2025

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Found total of 224 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
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.1%
3yr Sharpe
0.31
YTD Return
1.4%
3yr Return
21.3%
1yr Return
10.4%
Total Assets
$241B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.29
YTD Return
0.0%
3yr Return
20.4%
1yr Return
9.7%
Total Assets
$113B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.4%
3yr Sharpe
0.04
YTD Return
3.1%
3yr Return
11.8%
1yr Return
8.8%
Total Assets
$75B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.1%
3yr Sharpe
0.22
YTD Return
-0.2%
3yr Return
18.7%
1yr Return
8.9%
Total Assets
$57B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
19.8%
1yr Return
7.6%
Total Assets
$57B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.39%
TTM Yield
1.9%
3yr Sharpe
0.30
YTD Return
-0.8%
3yr Return
21.1%
1yr Return
7.9%
Total Assets
$55B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.29
YTD Return
-0.9%
3yr Return
20.8%
1yr Return
7.9%
Total Assets
$55B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.38
YTD Return
-1.6%
3yr Return
22.5%
1yr Return
7.4%
Total Assets
$32B
6M Money Flow
-$717M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.1%
3yr Sharpe
0.23
YTD Return
0.1%
3yr Return
19.0%
1yr Return
8.3%
Total Assets
$26B
6M Money Flow
-$629M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
0.07
YTD Return
2.0%
3yr Return
15.1%
1yr Return
6.9%
Total Assets
$23B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
2.8%
3yr Sharpe
0.09
YTD Return
1.8%
3yr Return
15.7%
1yr Return
8.2%
Total Assets
$21B
6M Money Flow
-$652M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
5.6%
3yr Return
20.9%
1yr Return
11.0%
Total Assets
$15B
6M Money Flow
-$527M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.2%
3yr Sharpe
0.18
YTD Return
2.3%
3yr Return
18.1%
1yr Return
8.9%
Total Assets
$15B
6M Money Flow
-$202M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.0%
3yr Sharpe
0.13
YTD Return
1.3%
3yr Return
15.0%
1yr Return
7.2%
Total Assets
$12B
6M Money Flow
-$522M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.4%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
12.5%
1yr Return
6.7%
Total Assets
$10B
6M Money Flow
-$258M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
21.6%
1yr Return
8.7%
Total Assets
$10B
6M Money Flow
-$69M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.9%
3yr Sharpe
0.27
YTD Return
0.3%
3yr Return
20.7%
1yr Return
8.4%
Total Assets
$10B
6M Money Flow
-$180M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.0%
3yr Sharpe
0.24
YTD Return
0.1%
3yr Return
19.2%
1yr Return
8.4%
Total Assets
$9B
6M Money Flow
-$363M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.4%
3yr Sharpe
0.09
YTD Return
2.9%
3yr Return
15.3%
1yr Return
7.4%
Total Assets
$8B
6M Money Flow
-$376M
Moderate Allocation
Expense Ratio
0.20%
TTM Yield
2.9%
3yr Sharpe
0.00
YTD Return
1.7%
3yr Return
12.6%
1yr Return
7.0%
Total Assets
$7B
6M Money Flow
-$567M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.29
YTD Return
1.5%
3yr Return
21.8%
1yr Return
9.0%
Total Assets
$7B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
1.7%
3yr Return
12.1%
1yr Return
6.0%
Total Assets
$6B
6M Money Flow
-$399M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.0%
3yr Sharpe
0.11
YTD Return
2.2%
3yr Return
17.1%
1yr Return
7.4%
Total Assets
$6B
6M Money Flow
-$392M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.27
YTD Return
0.2%
3yr Return
19.5%
1yr Return
6.4%
Total Assets
$6B
6M Money Flow
$47M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
3.0%
3yr Sharpe
0.09
YTD Return
1.5%
3yr Return
15.1%
1yr Return
7.2%
Total Assets
$5B
6M Money Flow
-$140M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.7%
3yr Sharpe
-0.11
YTD Return
2.4%
3yr Return
8.4%
1yr Return
9.8%
Total Assets
$5B
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.6%
3yr Sharpe
0.20
YTD Return
1.1%
3yr Return
18.4%
1yr Return
7.7%
Total Assets
$5B
6M Money Flow
-$41M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
2.2%
3yr Sharpe
0.18
YTD Return
2.7%
3yr Return
19.1%
1yr Return
8.9%
Total Assets
$5B
6M Money Flow
-$201M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.3%
3yr Sharpe
0.12
YTD Return
-0.1%
3yr Return
15.0%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
-$388M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
1.2%
3yr Return
16.8%
1yr Return
8.2%
Total Assets
$5B
6M Money Flow
-$195M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
2.1%
3yr Sharpe
0.04
YTD Return
1.7%
3yr Return
13.8%
1yr Return
7.0%
Total Assets
$4B
6M Money Flow
-$26M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.61
YTD Return
6.5%
3yr Return
32.7%
1yr Return
20.6%
Total Assets
$4B
6M Money Flow
$410M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.2%
3yr Sharpe
0.13
YTD Return
-0.1%
3yr Return
15.2%
1yr Return
6.9%
Total Assets
$4B
6M Money Flow
-$41M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.7%
3yr Sharpe
0.12
YTD Return
2.7%
3yr Return
16.7%
1yr Return
9.0%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
0.25%
TTM Yield
2.7%
3yr Sharpe
0.19
YTD Return
1.0%
3yr Return
18.1%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
-$248M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
4.6%
3yr Sharpe
-0.05
YTD Return
2.6%
3yr Return
8.5%
1yr Return
6.7%
Total Assets
$3B
6M Money Flow
-$178M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.6%
3yr Sharpe
-0.01
YTD Return
2.2%
3yr Return
12.5%
1yr Return
5.8%
Total Assets
$3B
6M Money Flow
-$99M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.38
YTD Return
-0.7%
3yr Return
19.9%
1yr Return
7.7%
Total Assets
$2B
6M Money Flow
-$85M
Moderate Allocation
Expense Ratio
0.15%
TTM Yield
2.6%
3yr Sharpe
0.11
YTD Return
1.9%
3yr Return
16.7%
1yr Return
8.3%
Total Assets
$2B
6M Money Flow
$95M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.0%
3yr Sharpe
-0.09
YTD Return
-0.3%
3yr Return
8.3%
1yr Return
3.1%
Total Assets
$2B
6M Money Flow
-$76M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
-0.8%
3yr Return
21.7%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
$147M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.4%
3yr Sharpe
0.35
YTD Return
0.5%
3yr Return
23.2%
1yr Return
8.7%
Total Assets
$2B
6M Money Flow
-$26M