Moderately Conservative Allocationor search across All Categories
Statistics as of May 27, 2025
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Found total of 61 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 3.8% | 3yr Sharpe 0.01 | YTD Return 2.4% | 3yr Return 11.9% | 1yr Return 7.1% | Total Assets $48B | 6M Money Flow -$3B | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe 0.03 | YTD Return 2.3% | 3yr Return 12.9% | 1yr Return 7.0% | Total Assets $12B | 6M Money Flow -$784M | |
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% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.2% | 3yr Sharpe 0.34 | YTD Return 0.3% | 3yr Return 27.0% | 1yr Return 7.3% | Total Assets $10B | 6M Money Flow $66M | |
Expense Ratio 0.00% | TTM Yield 3.8% | 3yr Sharpe 0.20 | YTD Return 4.4% | 3yr Return 20.3% | 1yr Return 10.5% | Total Assets $8B | 6M Money Flow $48M | |
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% 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% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe 0.26 | YTD Return 2.9% | 3yr Return 22.7% | 1yr Return 8.1% | Total Assets $5B | 6M Money Flow $41M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe 0.02 | YTD Return 2.6% | 3yr Return 15.0% | 1yr Return 7.0% | Total Assets $4B | 6M Money Flow -$16M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.06 | YTD Return 0.9% | 3yr Return 10.3% | 1yr Return 4.7% | Total Assets $3B | 6M Money Flow -$191M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe 0.02 | YTD Return 1.1% | 3yr Return 19.6% | 1yr Return 4.8% | Total Assets $3B | 6M Money Flow -$37M | |
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 4.3% | 3yr Sharpe 0.18 | YTD Return 2.6% | 3yr Return 19.9% | 1yr Return 8.3% | Total Assets $2B | 6M Money Flow -$42M | |
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 2.5% | 3yr Sharpe 0.10 | YTD Return 2.3% | 3yr Return 17.5% | 1yr Return 7.6% | Total Assets $2B | 6M Money Flow -$104M | |
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 2.1% | 3yr Sharpe -0.03 | YTD Return -1.4% | 3yr Return 13.1% | 1yr Return 3.6% | Total Assets $1B | 6M Money Flow -$46M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe 0.03 | YTD Return 1.8% | 3yr Return 16.0% | 1yr Return 6.8% | Total Assets $1B | 6M Money Flow -$25M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.9% | 3yr Sharpe -0.16 | YTD Return 1.8% | 3yr Return 10.5% | 1yr Return 5.3% | Total Assets $892M | 6M Money Flow -$92M | |
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 0.21 | YTD Return -0.6% | 3yr Return 23.8% | 1yr Return 6.2% | Total Assets $827M | 6M Money Flow -$14M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.07 | YTD Return 2.7% | 3yr Return 16.7% | 1yr Return 7.0% | Total Assets $827M | 6M Money Flow -$53M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe 0.06 | YTD Return 2.3% | 3yr Return 15.6% | 1yr Return 8.1% | Total Assets $769M | 6M Money Flow -$43M | |
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% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe 0.03 | YTD Return 2.8% | 3yr Return 16.1% | 1yr Return 7.7% | Total Assets $722M | 6M Money Flow $55M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.0% | 3yr Sharpe 0.05 | YTD Return 1.1% | 3yr Return 16.5% | 1yr Return 8.8% | Total Assets $681M | 6M Money Flow -$99M | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe 0.03 | YTD Return 0.7% | 3yr Return 15.5% | 1yr Return 7.1% | Total Assets $646M | 6M Money Flow -$40M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.0% | 3yr Sharpe - | YTD Return 2.9% | 3yr Return - | 1yr Return 7.5% | Total Assets $627M | 6M Money Flow $223M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.03 | YTD Return 2.4% | 3yr Return 15.7% | 1yr Return 7.4% | Total Assets $623M | 6M Money Flow -$56M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe 0.10 | YTD Return 3.1% | 3yr Return 17.3% | 1yr Return 8.4% | Total Assets $540M | 6M Money Flow -$9M | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.28 | YTD Return 3.3% | 3yr Return 23.4% | 1yr Return 11.3% | Total Assets $520M | 6M Money Flow -$32M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe -0.35 | YTD Return 4.1% | 3yr Return -1.2% | 1yr Return 3.6% | Total Assets $513M | 6M Money Flow -$105M | |
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe -0.01 | YTD Return -0.2% | 3yr Return 14.0% | 1yr Return 6.3% | Total Assets $512M | 6M Money Flow -$11M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.35 | YTD Return 2.4% | 3yr Return 6.0% | 1yr Return 4.4% | Total Assets $488M | 6M Money Flow -$11M | |
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 2.9% | 3yr Sharpe 0.04 | YTD Return 2.1% | 3yr Return 16.9% | 1yr Return 7.3% | Total Assets $412M | 6M Money Flow -$15M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.20 | YTD Return 0.5% | 3yr Return 20.3% | 1yr Return 6.1% | Total Assets $401M | 6M Money Flow -$23M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.7% | 3yr Sharpe 0.29 | YTD Return 3.8% | 3yr Return 24.6% | 1yr Return 8.4% | Total Assets $339M | 6M Money Flow -$18M | |
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 0.05 | YTD Return 2.4% | 3yr Return 15.7% | 1yr Return 7.2% | Total Assets $329M | 6M Money Flow -$17M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.18 | YTD Return 2.5% | 3yr Return 9.4% | 1yr Return 7.5% | Total Assets $319M | 6M Money Flow -$27M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe -0.05 | YTD Return 2.1% | 3yr Return 13.6% | 1yr Return 6.8% | Total Assets $300M | 6M Money Flow -$32M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.2% | 3yr Sharpe - | YTD Return 2.9% | 3yr Return - | 1yr Return 8.6% | Total Assets $281M | 6M Money Flow $39M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.06 | YTD Return 2.4% | 3yr Return 16.3% | 1yr Return 7.4% | Total Assets $279M | 6M Money Flow -$17M | |
Expense Ratio 0.00% | TTM Yield 2.2% | 3yr Sharpe 0.04 | YTD Return 0.4% | 3yr Return 14.9% | 1yr Return 4.1% | Total Assets $233M | 6M Money Flow -$4M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe 0.08 | YTD Return 4.3% | 3yr Return 39.7% | 1yr Return 15.5% | Total Assets $228M | 6M Money Flow -$9M | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -0.04 | YTD Return 2.3% | 3yr Return 13.5% | 1yr Return 7.1% | Total Assets $225M | 6M Money Flow -$16M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.2% | 3yr Sharpe 0.47 | YTD Return 3.4% | 3yr Return 30.7% | 1yr Return 12.4% | Total Assets $206M | 6M Money Flow -$9M | |
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe 0.05 | YTD Return 2.7% | 3yr Return 15.4% | 1yr Return 7.4% | Total Assets $192M | 6M Money Flow -$14M | |
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe 0.00 | YTD Return 2.2% | 3yr Return 15.4% | 1yr Return 7.3% | Total Assets $188M | 6M Money Flow -$18M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 0.5% | 3yr Return 17.9% | 1yr Return 4.7% | Total Assets $181M | 6M Money Flow $724K | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe 0.01 | YTD Return 2.4% | 3yr Return 14.8% | 1yr Return 7.1% | Total Assets $179M | 6M Money Flow -$5M | |
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% | ||||||||