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Moderate Allocationor search across All Categories

Statistics as of May 27, 2025

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Found total of 170 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
0.00%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
3.0%
3yr Return
27.9%
1yr Return
11.4%
Total Assets
$232B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.2%
3yr Return
28.9%
1yr Return
10.4%
Total Assets
$107B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
5.5%
3yr Sharpe
0.00
YTD Return
2.3%
3yr Return
13.2%
1yr Return
7.0%
Total Assets
$72B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.30
YTD Return
1.2%
3yr Return
28.0%
1yr Return
9.7%
Total Assets
$55B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
30.8%
1yr Return
7.8%
Total Assets
$54B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.34
YTD Return
0.6%
3yr Return
31.9%
1yr Return
8.2%
Total Assets
$51B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.0%
3yr Return
31.3%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
2.6%
3yr Return
30.4%
1yr Return
10.2%
Total Assets
$25B
6M Money Flow
-$835M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.37
YTD Return
5.4%
3yr Return
25.1%
1yr Return
10.4%
Total Assets
$14B
6M Money Flow
-$810M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.11
YTD Return
0.4%
3yr Return
19.3%
1yr Return
7.0%
Total Assets
$12B
6M Money Flow
-$548M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.33
YTD Return
1.4%
3yr Return
30.1%
1yr Return
8.1%
Total Assets
$10B
6M Money Flow
-$325M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
31.1%
1yr Return
8.4%
Total Assets
$10B
6M Money Flow
-$217M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
2.7%
3yr Return
30.5%
1yr Return
10.2%
Total Assets
$9B
6M Money Flow
-$432M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
1.9%
3yr Return
17.8%
1yr Return
6.5%
Total Assets
$8B
6M Money Flow
-$386M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.41
YTD Return
2.3%
3yr Return
30.2%
1yr Return
9.1%
Total Assets
$7B
6M Money Flow
-$173M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
0.9%
3yr Return
21.3%
1yr Return
7.2%
Total Assets
$6B
6M Money Flow
-$350M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
1.6%
3yr Return
28.2%
1yr Return
7.1%
Total Assets
$6B
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.19
YTD Return
2.5%
3yr Return
21.8%
1yr Return
7.8%
Total Assets
$5B
6M Money Flow
-$186M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
2.5%
3yr Return
26.9%
1yr Return
8.3%
Total Assets
$5B
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.32
YTD Return
4.2%
3yr Return
28.6%
1yr Return
8.9%
Total Assets
$5B
6M Money Flow
-$162M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.84
YTD Return
10.0%
3yr Return
44.4%
1yr Return
19.9%
Total Assets
$5B
6M Money Flow
$655M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.21
YTD Return
1.5%
3yr Return
26.2%
1yr Return
8.8%
Total Assets
$5B
6M Money Flow
-$374M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
2.4%
3yr Return
24.5%
1yr Return
8.5%
Total Assets
$5B
6M Money Flow
-$224M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
1.0%
3yr Return
23.8%
1yr Return
7.7%
Total Assets
$4B
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.27
YTD Return
-0.4%
3yr Return
26.4%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$89M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.03
YTD Return
1.1%
3yr Return
15.6%
1yr Return
4.5%
Total Assets
$2B
6M Money Flow
-$87M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
12.0%
Total Assets
$2B
6M Money Flow
$947M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.44
YTD Return
2.7%
3yr Return
32.6%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.37
YTD Return
0.8%
3yr Return
33.1%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$196M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.40
YTD Return
0.4%
3yr Return
32.7%
1yr Return
8.3%
Total Assets
$2B
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.1%
3yr Return
31.4%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$38M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.23
YTD Return
1.8%
3yr Return
23.0%
1yr Return
9.3%
Total Assets
$2B
6M Money Flow
-$94M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
3.1%
3yr Return
23.3%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$81M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
2.5%
3yr Return
25.8%
1yr Return
8.5%
Total Assets
$2B
6M Money Flow
-$100M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
26.8%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$57M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
0.32
YTD Return
3.6%
3yr Return
28.2%
1yr Return
9.0%
Total Assets
$2B
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.24
YTD Return
3.0%
3yr Return
24.2%
1yr Return
8.2%
Total Assets
$2B
6M Money Flow
-$75M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.23
YTD Return
1.6%
3yr Return
22.8%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
-$109M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.37
YTD Return
1.6%
3yr Return
30.4%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$76M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
0.22
YTD Return
3.0%
3yr Return
23.0%
1yr Return
7.6%
Total Assets
$1B
6M Money Flow
-$100M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.30
YTD Return
2.9%
3yr Return
28.1%
1yr Return
8.5%
Total Assets
$1B
6M Money Flow
-$42M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.30
YTD Return
0.8%
3yr Return
28.4%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
$15M