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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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.77%
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
0.68%
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
0.14%
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
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
14.4%
1yr Return
9.7%
Total Assets
$1B
6M Money Flow
-$57M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.79
YTD Return
6.0%
3yr Return
35.2%
1yr Return
14.1%
Total Assets
$827M
6M Money Flow
$127M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
-
Total Assets
$415M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
0.3%
3yr Return
32.4%
1yr Return
8.2%
Total Assets
$59M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.44
YTD Return
-1.4%
3yr Return
4.7%
1yr Return
-1.4%
Total Assets
$13M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
11.98%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$58M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
1.2%
3yr Return
21.2%
1yr Return
7.7%
Total Assets
$275M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
7.9%
Total Assets
$58M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
0.15
YTD Return
-1.8%
3yr Return
20.5%
1yr Return
5.3%
Total Assets
$179M
6M Money Flow
$10M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
0.02
YTD Return
1.0%
3yr Return
19.0%
1yr Return
3.9%
Total Assets
$372M
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.26%
TTM Yield
0.5%
3yr Sharpe
0.21
YTD Return
1.7%
3yr Return
24.6%
1yr Return
9.0%
Total Assets
$184M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
9.0%
Total Assets
$555M
6M Money Flow
$405M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
-2.9%
3yr Return
28.7%
1yr Return
5.5%
Total Assets
$714M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.6%
3yr Sharpe
0.13
YTD Return
0.2%
3yr Return
17.8%
1yr Return
8.1%
Total Assets
$51M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
4.4%
3yr Return
50.0%
1yr Return
17.1%
Total Assets
$453M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.81%
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
0.72%
TTM Yield
0.9%
3yr Sharpe
0.34
YTD Return
0.4%
3yr Return
32.3%
1yr Return
6.9%
Total Assets
$880M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.06%
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
1.10%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
4.5%
Total Assets
$12M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.1%
3yr Sharpe
0.24
YTD Return
-0.2%
3yr Return
25.0%
1yr Return
8.0%
Total Assets
$1B
6M Money Flow
-$102M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
2.2%
3yr Return
19.1%
1yr Return
6.9%
Total Assets
$133M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.2%
3yr Sharpe
0.21
YTD Return
3.8%
3yr Return
20.5%
1yr Return
8.1%
Total Assets
$49M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.15%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
0.9%
3yr Return
26.2%
1yr Return
6.5%
Total Assets
$273M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
-1.2%
3yr Return
12.5%
1yr Return
0.5%
Total Assets
$85M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.3%
3yr Sharpe
0.41
YTD Return
1.0%
3yr Return
33.0%
1yr Return
10.6%
Total Assets
$978M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
0.05
YTD Return
0.1%
3yr Return
15.6%
1yr Return
4.4%
Total Assets
$33M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
1.0%
3yr Return
23.8%
1yr Return
8.4%
Total Assets
$52M
6M Money Flow
$553K
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.3%
3yr Sharpe
0.09
YTD Return
1.5%
3yr Return
19.7%
1yr Return
7.3%
Total Assets
$112M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.3%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
34.8%
1yr Return
3.9%
Total Assets
$60M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.24%
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
1.34%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
3.4%
3yr Return
31.8%
1yr Return
11.3%
Total Assets
$266M
6M Money Flow
$16M
Moderate Allocation
Expense Ratio
1.02%
TTM Yield
1.4%
3yr Sharpe
0.25
YTD Return
0.7%
3yr Return
27.4%
1yr Return
8.9%
Total Assets
$923M
6M Money Flow
-$34M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
0.40
YTD Return
0.3%
3yr Return
31.8%
1yr Return
10.0%
Total Assets
$1B
6M Money Flow
$9M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
8.4%
Total Assets
$40M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
8.6%
Total Assets
$41M
6M Money Flow
$2M