Motley Fool

Statistics as of Apr 04, 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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Large-Stock Growth
Expense Ratio
0.85%
TTM Yield
0.5%
3yr Sharpe
0.01
YTD Return
-8.8%
3yr Return
4.5%
1yr Return
-1.2%
Total Assets
$357M
6M Money Flow
-$62M
Mid-Cap Growth
Expense Ratio
0.85%
TTM Yield
0.1%
3yr Sharpe
-0.03
YTD Return
-10.6%
3yr Return
2.1%
1yr Return
1.3%
Total Assets
$163M
6M Money Flow
-$28M
Small Growth
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-16.4%
3yr Return
-6.3%
1yr Return
-3.6%
Total Assets
$73M
6M Money Flow
$4M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.2%
3yr Sharpe
0.35
YTD Return
-16.2%
3yr Return
22.0%
1yr Return
3.9%
Total Assets
$1B
6M Money Flow
$148M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.5%
3yr Sharpe
0.43
YTD Return
-10.6%
3yr Return
30.2%
1yr Return
3.8%
Total Assets
$66M
6M Money Flow
$19M
Mid-Cap Growth
Expense Ratio
0.50%
TTM Yield
0.1%
3yr Sharpe
-0.13
YTD Return
-15.8%
3yr Return
-7.2%
1yr Return
-3.4%
Total Assets
$26M
6M Money Flow
$5M