Morningstar

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 Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.40
YTD Return
0.3%
3yr Return
40.1%
1yr Return
9.5%
Total Assets
$2B
6M Money Flow
-$49M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.19
YTD Return
12.8%
3yr Return
25.7%
1yr Return
9.0%
Total Assets
$957M
6M Money Flow
$9M
Multistrategy
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.22
YTD Return
2.7%
3yr Return
16.5%
1yr Return
7.5%
Total Assets
$215M
6M Money Flow
-$25M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.09
YTD Return
2.4%
3yr Return
12.5%
1yr Return
6.2%
Total Assets
$113M
6M Money Flow
-$19M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.39
YTD Return
1.0%
3yr Return
2.1%
1yr Return
4.9%
Total Assets
$904M
6M Money Flow
-$15M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
5.2%
3yr Sharpe
0.02
YTD Return
3.7%
3yr Return
14.7%
1yr Return
8.1%
Total Assets
$180M
6M Money Flow
-$9M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.46
YTD Return
-1.0%
3yr Return
5.8%
1yr Return
1.8%
Total Assets
$319M
6M Money Flow
-$15M
Global Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.32
YTD Return
6.7%
3yr Return
31.4%
1yr Return
11.7%
Total Assets
$319M
6M Money Flow
-$27M
Global Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
5.6%
3yr Sharpe
0.19
YTD Return
6.1%
3yr Return
19.6%
1yr Return
8.9%
Total Assets
$142M
6M Money Flow
-$59M