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 1.11% | TTM Yield 10.3% | 3yr Sharpe 0.00 | YTD Return 8.9% | 3yr Return 13.3% | 1yr Return 8.8% | Total Assets $8M | 6M Money Flow -$8M | |
Expense Ratio 0.75% Expense Ratio 1.85% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.71% | TTM Yield 10.2% | 3yr Sharpe -0.22 | YTD Return -13.1% | 3yr Return 6.2% | 1yr Return -15.0% | Total Assets $9M | 6M Money Flow -$857K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
Expense Ratio 1.04% | TTM Yield 8.4% | 3yr Sharpe 0.03 | YTD Return -0.4% | 3yr Return 12.5% | 1yr Return 4.0% | Total Assets $129M | 6M Money Flow - | |
Expense Ratio 2.68% | TTM Yield 8.0% | 3yr Sharpe 0.01 | YTD Return -6.9% | 3yr Return 14.6% | 1yr Return 0.1% | Total Assets $17M | 6M Money Flow $517K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
Expense Ratio 0.65% | TTM Yield 6.3% | 3yr Sharpe 0.08 | YTD Return 0.8% | 3yr Return 18.0% | 1yr Return 10.5% | Total Assets $75M | 6M Money Flow $199K | |
Expense Ratio 0.95% | 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 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.95% | 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 0.63% Expense Ratio 0.53% Expense Ratio 1.70% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.36% | TTM Yield 5.6% | 3yr Sharpe 0.51 | YTD Return 1.1% | 3yr Return 29.2% | 1yr Return 9.7% | Total Assets $10M | 6M Money Flow $348K | |
Expense Ratio 2.36% Expense Ratio 1.61% | ||||||||
Expense Ratio 0.38% | 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 0.97% | 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 3.77% | 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 0.70% | 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 0.51% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.47% | 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 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
Expense Ratio 0.90% | 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 0.65% Expense Ratio 0.59% Expense Ratio 1.65% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.49% | 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 0.82% Expense Ratio 0.57% Expense Ratio 1.57% Expense Ratio 0.48% Expense Ratio 0.48% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.3% | 3yr Sharpe 0.12 | YTD Return 3.0% | 3yr Return 18.1% | 1yr Return 7.9% | Total Assets $32M | 6M Money Flow -$1M | |
Expense Ratio 1.28% | ||||||||
Expense Ratio 0.82% | TTM Yield 4.1% | 3yr Sharpe 0.29 | YTD Return 1.3% | 3yr Return 23.0% | 1yr Return 6.5% | Total Assets $79M | 6M Money Flow $3M | |
Expense Ratio 1.07% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.35% | TTM Yield 4.0% | 3yr Sharpe - | YTD Return 2.8% | 3yr Return - | 1yr Return 8.5% | Total Assets $5M | 6M Money Flow -$130K | |
Expense Ratio 0.84% | 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 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 0.80% | 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 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.59% | 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 0.40% Expense Ratio 1.34% Expense Ratio 0.63% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.66% Expense Ratio 0.40% Expense Ratio 0.92% Expense Ratio 1.38% Expense Ratio 0.63% Expense Ratio 1.39% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 0.87% Expense Ratio 0.53% Expense Ratio 1.36% Expense Ratio 1.10% Expense Ratio 0.32% Expense Ratio 0.35% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.16% | 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 0.23% | ||||||||
Expense Ratio 0.75% | TTM Yield 3.7% | 3yr Sharpe 0.09 | YTD Return -1.1% | 3yr Return 18.2% | 1yr Return 6.6% | Total Assets $51M | 6M Money Flow -$6M | |
Expense Ratio 1.12% | 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 1.87% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.89% | 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 0.65% Expense Ratio 0.56% Expense Ratio 1.64% Expense Ratio 0.56% Expense Ratio 1.28% Expense Ratio 0.96% Expense Ratio 0.67% Expense Ratio 0.66% | ||||||||
Expense Ratio 1.19% | 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 0.94% Expense Ratio 1.94% Expense Ratio 1.44% Expense Ratio 1.04% Expense Ratio 1.19% Expense Ratio 0.88% Expense Ratio 1.54% Expense Ratio 0.88% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.99% | 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 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.94% | 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 0.69% Expense Ratio 1.44% Expense Ratio 0.44% | ||||||||
Expense Ratio 0.89% | 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 0.64% Expense Ratio 0.90% Expense Ratio 1.73% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.57% | TTM Yield 3.3% | 3yr Sharpe 0.01 | YTD Return 2.3% | 3yr Return 15.3% | 1yr Return 7.1% | Total Assets $102M | 6M Money Flow -$5M | |
Expense Ratio 0.25% Expense Ratio 0.80% Expense Ratio 1.33% | ||||||||
Expense Ratio 0.65% | 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 0.49% | ||||||||
Expense Ratio 0.13% | TTM Yield 3.0% | 3yr Sharpe 0.12 | YTD Return 2.4% | 3yr Return 17.3% | 1yr Return 7.6% | Total Assets $148M | 6M Money Flow -$10M | |
Expense Ratio 0.64% | 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 0.28% Expense Ratio 0.30% Expense Ratio 1.39% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.40% | TTM Yield 3.0% | 3yr Sharpe 0.19 | YTD Return 2.5% | 3yr Return 21.4% | 1yr Return 8.1% | Total Assets $130M | 6M Money Flow -$8M | |
Expense Ratio 0.55% | ||||||||
Expense Ratio 1.04% | 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 0.59% Expense Ratio 1.09% Expense Ratio 0.89% Expense Ratio 0.79% Expense Ratio 1.29% Expense Ratio 0.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.85% | 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 0.50% | 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 0.44% | 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 1.19% Expense Ratio 0.19% Expense Ratio 0.69% | ||||||||
Expense Ratio 1.04% | 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 0.80% | ||||||||
Expense Ratio 0.99% | 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 0.75% | ||||||||
Expense Ratio 0.62% | 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 0.27% | ||||||||
Expense Ratio 0.62% | 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 | |