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Moderately Conservative Allocationor search across All Categories

Statistics as of Nov 01, 2024

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Found total of 112 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.
Moderately Conservative Allocation
Expense Ratio
0.16%
TTM Yield
3.7%
3yr Sharpe
-0.23
YTD Return
6.3%
3yr Return
4.8%
1yr Return
16.4%
Total Assets
$52B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.88%
TTM Yield
3.4%
3yr Sharpe
-0.16
YTD Return
7.1%
3yr Return
5.9%
1yr Return
18.3%
Total Assets
$12B
6M Money Flow
-$836M
Moderately Conservative Allocation
Expense Ratio
0.56%
TTM Yield
6.0%
3yr Sharpe
-0.19
YTD Return
7.5%
3yr Return
6.4%
1yr Return
17.3%
Total Assets
$11B
6M Money Flow
-$746M
Moderately Conservative Allocation
Expense Ratio
0.12%
TTM Yield
3.1%
3yr Sharpe
-0.29
YTD Return
7.2%
3yr Return
2.8%
1yr Return
17.4%
Total Assets
$10B
6M Money Flow
-$370M
Moderately Conservative Allocation
Expense Ratio
0.09%
TTM Yield
2.4%
3yr Sharpe
0.08
YTD Return
10.3%
3yr Return
14.3%
1yr Return
22.1%
Total Assets
$10B
6M Money Flow
$61M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.4%
3yr Sharpe
-0.26
YTD Return
7.8%
3yr Return
3.2%
1yr Return
18.6%
Total Assets
$9B
6M Money Flow
-$684M
Moderately Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.8%
3yr Sharpe
0.02
YTD Return
9.4%
3yr Return
11.8%
1yr Return
19.8%
Total Assets
$8B
6M Money Flow
-$113M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.2%
3yr Sharpe
0.05
YTD Return
10.4%
3yr Return
13.2%
1yr Return
22.0%
Total Assets
$5B
6M Money Flow
$57M
Moderately Conservative Allocation
Expense Ratio
0.71%
TTM Yield
2.8%
3yr Sharpe
-0.22
YTD Return
7.7%
3yr Return
5.4%
1yr Return
17.5%
Total Assets
$4B
6M Money Flow
$98M
Moderately Conservative Allocation
Expense Ratio
0.57%
TTM Yield
3.0%
3yr Sharpe
-0.33
YTD Return
6.9%
3yr Return
3.1%
1yr Return
15.8%
Total Assets
$4B
6M Money Flow
-$178M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
2.9%
3yr Sharpe
-0.32
YTD Return
6.7%
3yr Return
2.5%
1yr Return
16.1%
Total Assets
$4B
6M Money Flow
-$168M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
3.0%
3yr Sharpe
-0.40
YTD Return
5.5%
3yr Return
2.6%
1yr Return
13.2%
Total Assets
$3B
6M Money Flow
$68M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
3.8%
3yr Sharpe
-0.15
YTD Return
8.9%
3yr Return
6.3%
1yr Return
17.5%
Total Assets
$3B
6M Money Flow
$201M
Moderately Conservative Allocation
Expense Ratio
0.48%
TTM Yield
4.2%
3yr Sharpe
0.01
YTD Return
9.4%
3yr Return
11.7%
1yr Return
20.4%
Total Assets
$2B
6M Money Flow
$7M
Moderately Conservative Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
-0.28
YTD Return
7.2%
3yr Return
3.4%
1yr Return
17.1%
Total Assets
$2B
6M Money Flow
-$96M
Moderately Conservative Allocation
Expense Ratio
0.92%
TTM Yield
3.3%
3yr Sharpe
-0.27
YTD Return
7.5%
3yr Return
3.4%
1yr Return
17.8%
Total Assets
$2B
6M Money Flow
-$146M
Moderately Conservative Allocation
Expense Ratio
0.34%
TTM Yield
3.2%
3yr Sharpe
-0.26
YTD Return
7.9%
3yr Return
4.7%
1yr Return
16.7%
Total Assets
$2B
6M Money Flow
-$97M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.0%
3yr Sharpe
-0.27
YTD Return
6.2%
3yr Return
2.7%
1yr Return
17.0%
Total Assets
$2B
6M Money Flow
-$219M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.9%
3yr Sharpe
-0.37
YTD Return
6.0%
3yr Return
2.3%
1yr Return
14.9%
Total Assets
$2B
6M Money Flow
-$127M
Moderately Conservative Allocation
Expense Ratio
0.67%
TTM Yield
3.7%
3yr Sharpe
-0.27
YTD Return
8.3%
3yr Return
4.3%
1yr Return
17.2%
Total Assets
$2B
6M Money Flow
-$16M
Moderately Conservative Allocation
Expense Ratio
0.91%
TTM Yield
2.5%
3yr Sharpe
-0.24
YTD Return
8.2%
3yr Return
3.8%
1yr Return
18.8%
Total Assets
$2B
6M Money Flow
-$24M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
2.9%
3yr Sharpe
-0.09
YTD Return
7.7%
3yr Return
4.0%
1yr Return
17.8%
Total Assets
$1B
6M Money Flow
-$25M
Moderately Conservative Allocation
Expense Ratio
1.00%
TTM Yield
2.2%
3yr Sharpe
-0.18
YTD Return
7.7%
3yr Return
6.6%
1yr Return
18.9%
Total Assets
$1B
6M Money Flow
-$43M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
2.5%
3yr Sharpe
-0.28
YTD Return
8.1%
3yr Return
2.7%
1yr Return
18.3%
Total Assets
$1B
6M Money Flow
-$48M
Moderately Conservative Allocation
Expense Ratio
0.56%
TTM Yield
3.2%
3yr Sharpe
-0.24
YTD Return
7.2%
3yr Return
4.8%
1yr Return
16.3%
Total Assets
$1B
6M Money Flow
-$31M
Moderately Conservative Allocation
Expense Ratio
1.02%
TTM Yield
2.6%
3yr Sharpe
-0.29
YTD Return
7.6%
3yr Return
2.6%
1yr Return
18.2%
Total Assets
$1B
6M Money Flow
-$45M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
2.6%
3yr Sharpe
-0.31
YTD Return
7.0%
3yr Return
2.1%
1yr Return
17.0%
Total Assets
$1B
6M Money Flow
-$60M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
6.2%
3yr Sharpe
-0.46
YTD Return
6.5%
3yr Return
-1.8%
1yr Return
14.9%
Total Assets
$979M
6M Money Flow
-$83M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
4.0%
3yr Sharpe
-0.40
YTD Return
4.9%
3yr Return
0.0%
1yr Return
16.0%
Total Assets
$916M
6M Money Flow
-$124M
Moderately Conservative Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
-0.30
YTD Return
7.9%
3yr Return
2.9%
1yr Return
18.3%
Total Assets
$897M
6M Money Flow
-$47M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.1%
3yr Sharpe
0.01
YTD Return
11.9%
3yr Return
12.1%
1yr Return
25.5%
Total Assets
$839M
6M Money Flow
-$19M
Moderately Conservative Allocation
Expense Ratio
1.10%
TTM Yield
3.4%
3yr Sharpe
-0.34
YTD Return
9.5%
3yr Return
1.8%
1yr Return
18.8%
Total Assets
$795M
6M Money Flow
-$55M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
6.8%
3yr Sharpe
-0.02
YTD Return
10.0%
3yr Return
2.4%
1yr Return
22.8%
Total Assets
$777M
6M Money Flow
-$110M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.0%
3yr Sharpe
-0.21
YTD Return
6.8%
3yr Return
5.3%
1yr Return
16.2%
Total Assets
$741M
6M Money Flow
$9M
Moderately Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.2%
3yr Sharpe
-0.18
YTD Return
9.1%
3yr Return
6.0%
1yr Return
19.7%
Total Assets
$680M
6M Money Flow
-$45M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
2.8%
3yr Sharpe
-0.24
YTD Return
7.6%
3yr Return
4.6%
1yr Return
17.1%
Total Assets
$674M
6M Money Flow
-$68M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
2.9%
3yr Sharpe
-0.31
YTD Return
7.4%
3yr Return
2.2%
1yr Return
16.6%
Total Assets
$666M
6M Money Flow
-$50M
Moderately Conservative Allocation
Expense Ratio
0.61%
TTM Yield
2.5%
3yr Sharpe
-0.29
YTD Return
7.8%
3yr Return
2.6%
1yr Return
18.2%
Total Assets
$644M
6M Money Flow
-$7M
Expense Ratio
0.50%
TTM Yield
2.8%
3yr Sharpe
-0.38
YTD Return
4.3%
3yr Return
-13.5%
1yr Return
17.7%
Total Assets
$616M
6M Money Flow
-$35M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
3.1%
3yr Sharpe
-0.20
YTD Return
6.4%
3yr Return
1.9%
1yr Return
15.7%
Total Assets
$606M
6M Money Flow
-$19M
Moderately Conservative Allocation
Expense Ratio
3.95%
TTM Yield
0.0%
3yr Sharpe
-0.24
YTD Return
6.8%
3yr Return
-9.3%
1yr Return
25.7%
Total Assets
$602M
6M Money Flow
-
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
4.2%
3yr Sharpe
-0.28
YTD Return
6.4%
3yr Return
4.2%
1yr Return
15.0%
Total Assets
$586M
6M Money Flow
-$39M