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Moderate Allocationor search across All Categories

Statistics as of Apr 04, 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
2.2%
3yr Sharpe
0.18
YTD Return
-5.7%
3yr Return
12.4%
1yr Return
3.3%
Total Assets
$241B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.6%
3yr Sharpe
0.14
YTD Return
-7.4%
3yr Return
10.8%
1yr Return
2.2%
Total Assets
$108B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.7%
3yr Sharpe
-0.08
YTD Return
-2.1%
3yr Return
5.8%
1yr Return
3.3%
Total Assets
$74B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.4%
3yr Sharpe
0.08
YTD Return
-7.1%
3yr Return
9.5%
1yr Return
2.3%
Total Assets
$56B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.3%
3yr Return
9.5%
1yr Return
0.4%
Total Assets
$54B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.0%
3yr Sharpe
0.12
YTD Return
-8.3%
3yr Return
10.4%
1yr Return
0.7%
Total Assets
$52B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-9.7%
3yr Return
11.8%
1yr Return
-0.6%
Total Assets
$30B
6M Money Flow
-$967M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.3%
3yr Sharpe
0.07
YTD Return
-7.4%
3yr Return
9.2%
1yr Return
1.4%
Total Assets
$26B
6M Money Flow
-$629M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.6%
3yr Sharpe
-0.03
YTD Return
-5.8%
3yr Return
4.8%
1yr Return
-0.5%
Total Assets
$22B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
3.0%
3yr Sharpe
0.01
YTD Return
-4.5%
3yr Return
7.5%
1yr Return
2.1%
Total Assets
$21B
6M Money Flow
-$644M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.8%
3yr Sharpe
0.22
YTD Return
-0.8%
3yr Return
14.2%
1yr Return
4.3%
Total Assets
$15B
6M Money Flow
-$527M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.4%
3yr Sharpe
0.07
YTD Return
-5.0%
3yr Return
8.8%
1yr Return
1.7%
Total Assets
$15B
6M Money Flow
-$216M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.2%
3yr Sharpe
0.03
YTD Return
-7.0%
3yr Return
6.3%
1yr Return
-1.5%
Total Assets
$11B
6M Money Flow
-$542M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.6%
3yr Sharpe
-0.10
YTD Return
-4.2%
3yr Return
4.6%
1yr Return
0.9%
Total Assets
$9B
6M Money Flow
-$344M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.2%
3yr Sharpe
0.08
YTD Return
-7.4%
3yr Return
9.4%
1yr Return
1.4%
Total Assets
$9B
6M Money Flow
-$363M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.1%
3yr Sharpe
0.12
YTD Return
-7.4%
3yr Return
10.4%
1yr Return
1.1%
Total Assets
$9B
6M Money Flow
-$233M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.3%
3yr Return
11.2%
1yr Return
1.3%
Total Assets
$9B
6M Money Flow
-$122M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.6%
3yr Sharpe
0.05
YTD Return
-2.6%
3yr Return
9.3%
1yr Return
1.9%
Total Assets
$7B
6M Money Flow
-$386M
Moderate Allocation
Expense Ratio
0.20%
TTM Yield
3.1%
3yr Sharpe
-0.08
YTD Return
-5.3%
3yr Return
3.8%
1yr Return
0.0%
Total Assets
$7B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.5%
3yr Sharpe
0.16
YTD Return
-5.1%
3yr Return
13.0%
1yr Return
2.6%
Total Assets
$6B
6M Money Flow
-$172M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.7%
3yr Sharpe
-0.08
YTD Return
-4.1%
3yr Return
4.9%
1yr Return
0.5%
Total Assets
$6B
6M Money Flow
-$429M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
-5.2%
3yr Return
8.9%
1yr Return
-0.1%
Total Assets
$6B
6M Money Flow
-$397M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.8%
3yr Sharpe
0.10
YTD Return
-7.2%
3yr Return
10.0%
1yr Return
-1.0%
Total Assets
$5B
6M Money Flow
$33M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
3.2%
3yr Sharpe
0.00
YTD Return
-4.1%
3yr Return
8.2%
1yr Return
1.9%
Total Assets
$5B
6M Money Flow
-$159M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.8%
3yr Sharpe
-0.20
YTD Return
0.7%
3yr Return
5.3%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.9%
3yr Sharpe
0.08
YTD Return
-6.3%
3yr Return
9.1%
1yr Return
0.5%
Total Assets
$4B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.4%
3yr Sharpe
-0.04
YTD Return
-6.5%
3yr Return
6.1%
1yr Return
1.1%
Total Assets
$4B
6M Money Flow
-$393M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
2.3%
3yr Sharpe
0.09
YTD Return
-4.8%
3yr Return
9.4%
1yr Return
1.6%
Total Assets
$4B
6M Money Flow
-$151M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
2.0%
3yr Sharpe
0.04
YTD Return
-5.5%
3yr Return
7.8%
1yr Return
1.6%
Total Assets
$4B
6M Money Flow
-$208M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
2.2%
3yr Sharpe
-0.07
YTD Return
-5.5%
3yr Return
4.4%
1yr Return
-0.1%
Total Assets
$4B
6M Money Flow
-$34M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.55
YTD Return
-0.1%
3yr Return
24.8%
1yr Return
11.1%
Total Assets
$4B
6M Money Flow
$410M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.8%
3yr Sharpe
0.06
YTD Return
-2.3%
3yr Return
10.1%
1yr Return
4.3%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.5%
3yr Sharpe
-0.02
YTD Return
-7.4%
3yr Return
5.8%
1yr Return
-0.2%
Total Assets
$4B
6M Money Flow
-$41M
Moderate Allocation
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
0.09
YTD Return
-5.6%
3yr Return
10.1%
1yr Return
0.9%
Total Assets
$3B
6M Money Flow
-$236M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.8%
3yr Sharpe
-0.08
YTD Return
-4.3%
3yr Return
4.6%
1yr Return
-0.4%
Total Assets
$3B
6M Money Flow
-$103M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.7%
3yr Sharpe
0.15
YTD Return
-8.7%
3yr Return
10.2%
1yr Return
-0.2%
Total Assets
$2B
6M Money Flow
-$91M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.1%
3yr Sharpe
0.14
YTD Return
-8.3%
3yr Return
11.3%
1yr Return
0.8%
Total Assets
$2B
6M Money Flow
$225M
Moderate Allocation
Expense Ratio
0.15%
TTM Yield
2.8%
3yr Sharpe
0.04
YTD Return
-4.6%
3yr Return
8.2%
1yr Return
2.0%
Total Assets
$2B
6M Money Flow
$86M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.1%
3yr Sharpe
-0.21
YTD Return
-7.0%
3yr Return
0.3%
1yr Return
-3.0%
Total Assets
$2B
6M Money Flow
-$79M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-10.0%
3yr Return
11.6%
1yr Return
-0.8%
Total Assets
$2B
6M Money Flow
$144M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
3.1%
3yr Sharpe
0.21
YTD Return
-6.6%
3yr Return
13.2%
1yr Return
1.8%
Total Assets
$2B
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.2%
3yr Sharpe
0.21
YTD Return
-8.3%
3yr Return
13.6%
1yr Return
1.1%
Total Assets
$2B
6M Money Flow
-$139K