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Statistics as of May 27, 2025

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Found total of 9 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.55
YTD Return
-1.7%
3yr Return
60.5%
1yr Return
14.1%
Total Assets
$236M
6M Money Flow
-$17M
Large Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-0.06
YTD Return
-0.6%
3yr Return
10.0%
1yr Return
6.3%
Total Assets
$243M
6M Money Flow
-$22M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.19
YTD Return
2.5%
3yr Return
33.1%
1yr Return
10.6%
Total Assets
$197M
6M Money Flow
-$26M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
8.2%
Total Assets
$38M
6M Money Flow
-$169K
Short Government
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.65
YTD Return
2.1%
3yr Return
7.4%
1yr Return
4.9%
Total Assets
$31M
6M Money Flow
-$24K
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
-0.32
YTD Return
1.7%
3yr Return
5.6%
1yr Return
5.1%
Total Assets
$1B
6M Money Flow
$9M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.41
YTD Return
-0.1%
3yr Return
5.0%
1yr Return
2.5%
Total Assets
$350M
6M Money Flow
-$17M
Muni Single State Interm
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
-0.45
YTD Return
-0.4%
3yr Return
4.1%
1yr Return
2.0%
Total Assets
$230M
6M Money Flow
-$5M
Muni Single State Interm
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
-0.50
YTD Return
-0.2%
3yr Return
3.5%
1yr Return
2.1%
Total Assets
$109M
6M Money Flow
-$8M