Motley Fool

Statistics as of May 27, 2025

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Found total of 6 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
0.2%
3yr Sharpe
0.67
YTD Return
1.6%
3yr Return
77.1%
1yr Return
19.5%
Total Assets
$1B
6M Money Flow
$147M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.77
YTD Return
3.6%
3yr Return
70.6%
1yr Return
16.1%
Total Assets
$84M
6M Money Flow
$20M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.17
YTD Return
0.7%
3yr Return
35.3%
1yr Return
14.7%
Total Assets
$181M
6M Money Flow
-$29M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.06
YTD Return
0.5%
3yr Return
30.8%
1yr Return
13.7%
Total Assets
$30M
6M Money Flow
$5M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-4.0%
3yr Return
30.7%
1yr Return
9.3%
Total Assets
$82M
6M Money Flow
$2M
Global Large-Stock Growth
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.33
YTD Return
4.6%
3yr Return
43.1%
1yr Return
14.4%
Total Assets
$402M
6M Money Flow
-$59M