Moderately Aggressive Allocationor search across All Categories
Statistics as of May 27, 2025
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Found total of 49 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.09 | YTD Return 2.0% | 3yr Return 19.8% | 1yr Return 9.0% | Total Assets $5B | 6M Money Flow -$232M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe 0.19 | YTD Return 1.6% | 3yr Return 26.7% | 1yr Return 8.1% | Total Assets $5B | 6M Money Flow -$29M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return 2.5% | 3yr Return 30.5% | 1yr Return 9.3% | Total Assets $3B | 6M Money Flow -$127M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 7.2% | 3yr Sharpe 0.27 | YTD Return -0.7% | 3yr Return 46.1% | 1yr Return 12.4% | Total Assets $3B | 6M Money Flow -$52M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.34 | YTD Return 0.8% | 3yr Return 36.0% | 1yr Return 11.2% | Total Assets $3B | 6M Money Flow -$91M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe 0.54 | YTD Return 3.5% | 3yr Return 42.8% | 1yr Return 10.9% | Total Assets $3B | 6M Money Flow -$83M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.31 | YTD Return 3.4% | 3yr Return 31.7% | 1yr Return 9.4% | Total Assets $2B | 6M Money Flow $331M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 6.5% | 3yr Sharpe -0.08 | YTD Return -1.4% | 3yr Return 14.1% | 1yr Return 6.8% | Total Assets $2B | 6M Money Flow -$55M | |
Expense Ratio 0.00% | TTM Yield 9.9% | 3yr Sharpe 0.35 | YTD Return -0.9% | 3yr Return 34.0% | 1yr Return 13.0% | Total Assets $2B | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe 0.28 | YTD Return 2.4% | 3yr Return 30.0% | 1yr Return 9.6% | Total Assets $2B | 6M Money Flow -$145M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.33 | YTD Return -1.2% | 3yr Return 38.2% | 1yr Return 5.0% | Total Assets $1B | 6M Money Flow -$110M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.48 | YTD Return 5.3% | 3yr Return 35.2% | 1yr Return 12.6% | Total Assets $1B | 6M Money Flow -$13M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.9% | 3yr Sharpe 0.34 | YTD Return 3.4% | 3yr Return 31.9% | 1yr Return 9.3% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.28 | YTD Return 2.5% | 3yr Return 30.8% | 1yr Return 8.9% | Total Assets $1B | 6M Money Flow -$63M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.7% | 3yr Sharpe 0.30 | YTD Return 3.3% | 3yr Return 30.1% | 1yr Return 9.9% | Total Assets $711M | 6M Money Flow -$25M | |
Expense Ratio 0.00% | TTM Yield 4.3% | 3yr Sharpe 0.33 | YTD Return -4.2% | 3yr Return 44.7% | 1yr Return 11.8% | Total Assets $703M | 6M Money Flow -$12M | |
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.15 | YTD Return 1.8% | 3yr Return 24.8% | 1yr Return 8.7% | Total Assets $618M | 6M Money Flow -$50M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.13 | YTD Return -0.6% | 3yr Return 21.5% | 1yr Return 5.9% | Total Assets $544M | 6M Money Flow -$48M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.36 | YTD Return -4.5% | 3yr Return 43.0% | 1yr Return -4.7% | Total Assets $525M | 6M Money Flow $4M | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.27 | YTD Return 2.5% | 3yr Return 29.2% | 1yr Return 9.2% | Total Assets $501M | 6M Money Flow -$20M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.27 | YTD Return 2.3% | 3yr Return 29.8% | 1yr Return 10.0% | Total Assets $448M | 6M Money Flow -$33M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe -0.26 | YTD Return 1.0% | 3yr Return 3.7% | 1yr Return 4.5% | Total Assets $337M | 6M Money Flow -$44M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.27 | YTD Return 2.5% | 3yr Return 29.1% | 1yr Return 8.7% | Total Assets $325M | 6M Money Flow -$23M | |
Expense Ratio 0.00% | TTM Yield 7.5% | 3yr Sharpe 0.54 | YTD Return -4.8% | 3yr Return 51.4% | 1yr Return 14.8% | Total Assets $277M | 6M Money Flow -$25M | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.55 | YTD Return 4.7% | 3yr Return 39.0% | 1yr Return 10.2% | Total Assets $260M | 6M Money Flow -$9M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.17 | YTD Return 3.2% | 3yr Return 24.9% | 1yr Return 8.6% | Total Assets $258M | 6M Money Flow -$14M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.29 | YTD Return 2.8% | 3yr Return 30.7% | 1yr Return 9.4% | Total Assets $203M | 6M Money Flow -$128M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.28 | YTD Return 3.1% | 3yr Return 29.0% | 1yr Return 8.5% | Total Assets $187M | 6M Money Flow -$41M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.1% | 3yr Sharpe 0.36 | YTD Return -0.4% | 3yr Return 32.5% | 1yr Return 11.6% | Total Assets $182M | 6M Money Flow -$21M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.6% | 3yr Sharpe 0.16 | YTD Return -3.2% | 3yr Return 28.2% | 1yr Return 11.9% | Total Assets $162M | 6M Money Flow -$6M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.01 | YTD Return -1.2% | 3yr Return 15.1% | 1yr Return 3.1% | Total Assets $151M | 6M Money Flow -$10M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.2% | 3yr Return - | 1yr Return -4.1% | Total Assets $149M | 6M Money Flow $12M | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe -0.27 | YTD Return -5.3% | 3yr Return 5.4% | 1yr Return 0.1% | Total Assets $122M | 6M Money Flow -$5M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.27 | YTD Return 2.9% | 3yr Return 28.8% | 1yr Return 8.9% | Total Assets $118M | 6M Money Flow -$7M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.0% | 3yr Sharpe 0.20 | YTD Return -0.5% | 3yr Return 28.2% | 1yr Return 8.1% | Total Assets $117M | 6M Money Flow -$8M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe -0.24 | YTD Return 1.8% | 3yr Return 4.7% | 1yr Return 1.3% | Total Assets $105M | 6M Money Flow -$10M | |
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe -0.07 | YTD Return -8.4% | 3yr Return 17.0% | 1yr Return 16.3% | Total Assets $98M | 6M Money Flow -$4M | |
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe -0.02 | YTD Return 2.0% | 3yr Return 15.6% | 1yr Return 5.1% | Total Assets $53M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe -0.04 | YTD Return 1.6% | 3yr Return 14.1% | 1yr Return 7.0% | Total Assets $51M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe 0.25 | YTD Return 1.6% | 3yr Return 23.1% | 1yr Return 6.4% | Total Assets $43M | 6M Money Flow -$675K | |
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe 0.37 | YTD Return 4.1% | 3yr Return 27.7% | 1yr Return 12.1% | Total Assets $40M | 6M Money Flow -$11M | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.27 | YTD Return -1.8% | 3yr Return 23.6% | 1yr Return 7.2% | Total Assets $35M | 6M Money Flow -$6M | |