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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • ETF Categories
    Moderately Conservative Allocation
    (U.S.)
  • Previous Day's Change+0.05%
  • YTD Change+0.46%
  • Avg. MER*0.95%

RISK RETURN ANALYSIS & FUND DETAILS

Select funds from the table below to display in the chart and click Go button. How do I read this chart?Tab to hear instructions on how to read the chart.
The Risk Return chart is a visual representation of where varying funds fall in a two-dimensional space described by standard deviation (risk) on the horizontal axis and return on the vertical axis. All other things being equal, funds that have higher returns and lower risk are more desirable and will be priced higher—the funds to the upper-left.

You can control three main things about this chart: the timeframe, the contents and what the circle size represents.

  • Choose from among the different timeframes (1 year, 3 year, etc.) across the top of the chart and the axes will adjust to show risk and return appropriately.

  • Use the “Highlight” list to choose the types of funds to show in the chart. The default choice, “None” will show all funds, but you can choose to focus on just leveraged ETFs, Inverse ETFs or those that are Morningstar rated.

  • The circles represent an attribute of the fund; ; by default the circles show the relative size of Today’s Price Change. You can also have the circle size represent relative Total Net Assets, Distribution Yields, Average Daily Volumes and others.
Select funds below to display in chart.
Y Axis Label
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RISK RETURN ANALYSIS & FUND DETAILS - Intraday
Select AllGo
Name sortablePrice sortable% Change sortableVolume sortable
United StatesDSCF
Discipline Fund ETF
$22.23
0.23%
594.0
United StatesHISF
First Trust High Income Strategic Focus ETF
$43.63
0.10%
2.1K
United StatesINCM
Franklin Income Focus ETF
$25.68
0.35%
136.1K
United StatesAOK
iShares Core Conservative Allocation ETF
$36.38
0.39%
102.3K
United StatesAOM
iShares Core Moderate Allocation ETF
$42.19
0.36%
298.0K
United StatesEAOK
iShares ESG Aware Conservative Allocation ETF
$24.86
0.31%
102.0
United StatesEAOM
iShares ESG Aware Moderate Allocation ETF
$26.58
0.39%
151.0
United StatesRPHS
Regents Park Hedged Market Strategy ETF
$9.53
0.85%
13.9K
United StatesRPAR
RPAR Risk Parity ETF
$19.06
0.61%
103.8K
United StatesHNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
$20.65
0.54%
97.1K
United StatesTWIO
Trajan Wealth Income Opportunities ETF
$8.87
0.77%
4.0K
United StatesINC
VanEck® Dynamic High Income ETF
$26.69
0.45%
476.0
Select AllGo

Moderately Conservative Allocation

1 Year Change+6.33%

Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderately conservative strategies prioritize preservation of capital over appreciation. They typically expect volatility similar to a strategic equity exposure between 30% and 50%.

ETF STRATEGIES

Data as of Tuesday, Apr 30, 2024
This represents the average number of shares traded in this ETF over the last 10 days. Higher volumes relate to higher liquidity, which can affect the attractiveness and price of an ETF. Meaningful news can cause an ETF’s volume on a certain day to be significantly higher or lower than its average volume.
ETF STRATEGIES - Average Daily Volume
Name sortableAverage Daily Volume sortable
United StatesINCM
Franklin Income Focus ETF
310.5K
United StatesAOM
iShares Core Moderate Allocation ETF
137.8K
United StatesHNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
86.7K
United StatesAOK
iShares Core Conservative Allocation ETF
64.6K
United StatesRPAR
RPAR Risk Parity ETF
56.1K
United StatesRPHS
Regents Park Hedged Market Strategy ETF
28.0K
United StatesTWIO
Trajan Wealth Income Opportunities ETF
5.1K
United StatesDSCF
Discipline Fund ETF
3.4K
United StatesHISF
First Trust High Income Strategic Focus ETF
1.6K
United StatesINC
VanEck® Dynamic High Income ETF
629.1