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Moderate Allocationor search across All Categories

Statistics as of Apr 02, 2025

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Found total of 223 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.4%
3yr Sharpe
0.63
YTD Return
-1.8%
3yr Return
27.7%
1yr Return
7.9%
Total Assets
$417M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
2.25%
TTM Yield
8.8%
3yr Sharpe
-0.59
YTD Return
1.5%
3yr Return
5.4%
1yr Return
2.4%
Total Assets
$268M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
8.6%
3yr Sharpe
0.16
YTD Return
3.6%
3yr Return
19.0%
1yr Return
12.8%
Total Assets
$234M
6M Money Flow
-$19M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
7.8%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
5.8%
Total Assets
$37M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
7.4%
3yr Sharpe
-0.07
YTD Return
0.9%
3yr Return
11.7%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
9.9%
Total Assets
$3M
6M Money Flow
$140K
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.1%
3yr Sharpe
-0.24
YTD Return
5.6%
3yr Return
-0.4%
1yr Return
27.8%
Total Assets
$111M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
7.0%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
7.5%
Total Assets
$48M
6M Money Flow
$912K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
6.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.6%
1yr Return
6.7%
Total Assets
$43M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
6.6%
3yr Sharpe
0.15
YTD Return
2.5%
3yr Return
19.5%
1yr Return
9.4%
Total Assets
$43M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
6.4%
3yr Sharpe
-0.23
YTD Return
5.1%
3yr Return
5.4%
1yr Return
11.2%
Total Assets
$85M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
6.1%
3yr Sharpe
0.15
YTD Return
-2.4%
3yr Return
23.2%
1yr Return
14.6%
Total Assets
$330M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
4.43%
TTM Yield
6.1%
3yr Sharpe
0.07
YTD Return
11.2%
3yr Return
16.7%
1yr Return
32.1%
Total Assets
$906M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
6.0%
3yr Sharpe
0.13
YTD Return
-1.9%
3yr Return
19.0%
1yr Return
6.9%
Total Assets
$111M
6M Money Flow
-$756K
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
6.0%
3yr Sharpe
0.40
YTD Return
-2.6%
3yr Return
27.7%
1yr Return
10.4%
Total Assets
$359M
6M Money Flow
-
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.0%
3yr Sharpe
-0.16
YTD Return
4.5%
3yr Return
2.1%
1yr Return
21.2%
Total Assets
$680M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
13.3%
Total Assets
$7M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.5%
3yr Sharpe
-0.08
YTD Return
2.7%
3yr Return
11.0%
1yr Return
8.4%
Total Assets
$75B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.3%
3yr Sharpe
-0.34
YTD Return
1.7%
3yr Return
2.9%
1yr Return
5.3%
Total Assets
$130M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
5.2%
3yr Sharpe
0.23
YTD Return
2.3%
3yr Return
20.5%
1yr Return
10.3%
Total Assets
$16M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
5.1%
3yr Sharpe
-0.09
YTD Return
1.8%
3yr Return
10.6%
1yr Return
10.4%
Total Assets
$1B
6M Money Flow
-$52M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.0%
3yr Sharpe
-0.38
YTD Return
5.1%
3yr Return
-12.0%
1yr Return
21.5%
Total Assets
$379M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
-0.07
YTD Return
1.0%
3yr Return
11.8%
1yr Return
8.0%
Total Assets
$41M
6M Money Flow
-$199M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
4.7%
3yr Sharpe
-0.18
YTD Return
3.0%
3yr Return
7.7%
1yr Return
8.4%
Total Assets
$72M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.7%
3yr Sharpe
-0.20
YTD Return
2.9%
3yr Return
7.3%
1yr Return
10.5%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
13.0%
1yr Return
7.7%
Total Assets
$71M
6M Money Flow
-$411K
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
4.4%
3yr Sharpe
-0.14
YTD Return
2.8%
3yr Return
8.8%
1yr Return
7.0%
Total Assets
$3B
6M Money Flow
-$178M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
4.3%
3yr Sharpe
0.26
YTD Return
-3.7%
3yr Return
26.0%
1yr Return
8.5%
Total Assets
$66M
6M Money Flow
$60K
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
4.3%
3yr Sharpe
-0.09
YTD Return
3.1%
3yr Return
10.3%
1yr Return
8.9%
Total Assets
$107M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
3.9%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
18.1%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
-$65M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
4.1%
3yr Return
18.2%
1yr Return
13.6%
Total Assets
$150M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
3.9%
3yr Sharpe
0.00
YTD Return
-0.2%
3yr Return
13.8%
1yr Return
6.5%
Total Assets
$73M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
3.7%
3yr Sharpe
-0.11
YTD Return
-0.8%
3yr Return
10.0%
1yr Return
4.0%
Total Assets
$758M
6M Money Flow
-$45M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.6%
3yr Sharpe
0.11
YTD Return
0.2%
3yr Return
17.6%
1yr Return
9.8%
Total Assets
$732M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
0.36%
TTM Yield
3.5%
3yr Sharpe
-0.17
YTD Return
-0.1%
3yr Return
8.2%
1yr Return
4.3%
Total Assets
$2B
6M Money Flow
-$85M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-0.05
YTD Return
0.5%
3yr Return
12.3%
1yr Return
6.5%
Total Assets
$414M
6M Money Flow
-$36M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
3.5%
3yr Sharpe
-0.02
YTD Return
0.3%
3yr Return
13.3%
1yr Return
6.3%
Total Assets
$637M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.5%
3yr Sharpe
0.04
YTD Return
0.6%
3yr Return
15.6%
1yr Return
6.1%
Total Assets
$451M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-1.7%
Total Assets
$189M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.4%
3yr Sharpe
-0.53
YTD Return
8.1%
3yr Return
-17.3%
1yr Return
6.1%
Total Assets
$65M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.3%
3yr Sharpe
-0.04
YTD Return
-1.5%
3yr Return
12.3%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
-$177M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
-2.4%
Total Assets
$12M
6M Money Flow
-$4M