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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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
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
0.68%
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
0.76%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.0%
3yr Return
7.2%
1yr Return
0.8%
Total Assets
$2B
6M Money Flow
-$57M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.4%
3yr Return
3.7%
1yr Return
4.1%
Total Assets
$1B
6M Money Flow
-$50M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.89
YTD Return
3.1%
3yr Return
35.1%
1yr Return
14.3%
Total Assets
$764M
6M Money Flow
$100M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.6%
3yr Return
-
1yr Return
-
Total Assets
$350M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-9.0%
3yr Return
14.0%
1yr Return
1.5%
Total Assets
$54M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
-
Total Assets
$16M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.64
YTD Return
-12.8%
3yr Return
-14.5%
1yr Return
-12.0%
Total Assets
$12M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.9%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.4%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
-0.15
YTD Return
-8.4%
3yr Return
1.5%
1yr Return
-1.0%
Total Assets
$255M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
5.0%
Total Assets
$57M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
-0.09
YTD Return
-10.3%
3yr Return
2.7%
1yr Return
-1.2%
Total Assets
$166M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
0.26%
TTM Yield
0.5%
3yr Sharpe
0.00
YTD Return
-6.7%
3yr Return
6.3%
1yr Return
1.3%
Total Assets
$172M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
-0.20
YTD Return
-7.9%
3yr Return
0.2%
1yr Return
-2.3%
Total Assets
$348M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-7.1%
3yr Return
-
1yr Return
1.7%
Total Assets
$517M
6M Money Flow
$432M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.7%
3yr Sharpe
0.01
YTD Return
-4.4%
3yr Return
6.6%
1yr Return
2.1%
Total Assets
$50M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.7%
3yr Sharpe
-0.05
YTD Return
-12.7%
3yr Return
6.2%
1yr Return
-0.9%
Total Assets
$661M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
0.9%
3yr Sharpe
0.09
YTD Return
-11.1%
3yr Return
8.7%
1yr Return
-0.1%
Total Assets
$394M
6M Money Flow
-$20M
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
1.0%
3yr Sharpe
0.06
YTD Return
-9.0%
3yr Return
8.7%
1yr Return
-0.1%
Total Assets
$803M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.0%
3yr Sharpe
0.88
YTD Return
-3.6%
3yr Return
70.2%
1yr Return
29.6%
Total Assets
$59M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.1%
3yr Sharpe
0.13
YTD Return
-6.0%
3yr Return
12.4%
1yr Return
2.9%
Total Assets
$1B
6M Money Flow
-$87M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-9.6%
3yr Return
-
1yr Return
-4.3%
Total Assets
$11M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.2%
3yr Sharpe
0.04
YTD Return
-6.7%
3yr Return
9.2%
1yr Return
2.6%
Total Assets
$1B
6M Money Flow
-$98M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
-5.8%
3yr Return
3.3%
1yr Return
-0.1%
Total Assets
$125M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
11.2%
1yr Return
3.0%
Total Assets
$46M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.15%
TTM Yield
1.4%
3yr Sharpe
-0.02
YTD Return
-7.9%
3yr Return
5.5%
1yr Return
-1.0%
Total Assets
$254M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.4%
3yr Sharpe
-0.11
YTD Return
-4.9%
3yr Return
4.3%
1yr Return
0.0%
Total Assets
$33M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
-0.29
YTD Return
-10.2%
3yr Return
-4.1%
1yr Return
-6.4%
Total Assets
$79M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
-7.5%
3yr Return
13.6%
1yr Return
3.9%
Total Assets
$984M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-7.5%
3yr Return
8.6%
1yr Return
-1.1%
Total Assets
$47M
6M Money Flow
$815K
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
0.80%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
-6.6%
3yr Return
4.6%
1yr Return
-0.6%
Total Assets
$103M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
1.5%
3yr Sharpe
-0.01
YTD Return
-6.6%
3yr Return
6.2%
1yr Return
-1.0%
Total Assets
$777M
6M Money Flow
-$60M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.5%
3yr Sharpe
0.11
YTD Return
-9.9%
3yr Return
9.8%
1yr Return
-4.1%
Total Assets
$55M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.02%
TTM Yield
1.5%
3yr Sharpe
0.07
YTD Return
-6.8%
3yr Return
8.7%
1yr Return
1.4%
Total Assets
$865M
6M Money Flow
-$29M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.5%
3yr Sharpe
0.18
YTD Return
-7.8%
3yr Return
13.1%
1yr Return
3.9%
Total Assets
$1B
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.5%
3yr Sharpe
0.18
YTD Return
-6.3%
3yr Return
12.5%
1yr Return
2.7%
Total Assets
$241M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
0.91%
TTM Yield
1.6%
3yr Sharpe
0.14
YTD Return
-10.0%
3yr Return
11.5%
1yr Return
1.3%
Total Assets
$60M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-8.2%
3yr Return
-
1yr Return
0.7%
Total Assets
$38M
6M Money Flow
$1M