Mutual Fund Screener
Analyze mutual funds with comprehensive market data, performance metrics, and holdings information.
Fund Screener
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| Fund Symbol | Name | Category | Fund Family | NAV | Yield | Net Assets | 1Y Return | Expense Ratio | Morningstar Rating |
|---|---|---|---|---|---|---|---|---|---|
| NMFQS:VFORX | Vanguard Target Retirement 2040 Fund | Target-Date 2040 | Vanguard | $52.62 | 0.02% | $108.44 Billion | - | 0.08% | - |
| NMFQS:SEEGX | JPMorgan Large Cap Growth Fund Class I | Large Growth | JPMorgan | $82.30 | 0.00% | $107.43 Billion | - | 0.69% | - |
| NMFQS:OLGCX | JPMorgan Large Cap Growth Fund Class C | Large Growth | JPMorgan | $47.63 | - | $107.43 Billion | - | 1.44% | - |
| NMFQS:OLGAX | JPMorgan Large Cap Growth Fund Class A | Large Growth | JPMorgan | $79.34 | - | $107.43 Billion | - | 0.94% | - |
| NMFQS:DODIX | Dodge & Cox Income Fund Class I | Intermediate Core-Plus Bond | Dodge & Cox | $12.85 | 0.04% | $107.03 Billion | - | 0.41% | - |
| NMFQS:VTHRX | Vanguard Target Retirement 2030 Fund | Target-Date 2030 | Vanguard | $43.87 | 0.03% | $106.98 Billion | - | 0.08% | - |
| NMFQS:VWENX | Vanguard Wellington Fund Admiral Shares | Allocation--50% to 70% Equity | Vanguard | $79.06 | 0.02% | $105.69 Billion | - | 0.16% | - |
| NMFQS:VIMSX | Vanguard Mid-Cap Index Fund Investor Shares | Mid-Cap Blend | Vanguard | $83.03 | 0.01% | $105.46 Billion | - | 0.17% | - |
| NMFQS:CIRFX | American Funds Capital Income Builder® Class 529-F | - | American Funds | $80.33 | 0.03% | $104.49 Billion | - | 0.69% | - |
| NMFQS:RIRGX | American Funds Capital Income Builder® Class R-6 | - | American Funds | $80.41 | 0.03% | $104.49 Billion | - | 0.26% | - |
| NMFQS:CIREX | American Funds Capital Income Builder® Class 529-E | - | American Funds | $80.43 | 0.03% | $104.49 Billion | - | 0.84% | - |
| NMFQS:RCEEX | American Funds Capital Income Builder® Class R-2E | - | American Funds | $80.10 | 0.02% | $104.49 Billion | - | 1.06% | - |
| NMFQS:RIREX | American Funds Capital Income Builder® Class R-4 | - | American Funds | $80.11 | 0.03% | $104.49 Billion | - | 0.61% | - |
| NMFQS:RIRAX | American Funds Capital Income Builder® Class R-1 | - | American Funds | $80.51 | 0.02% | $104.49 Billion | - | 1.35% | - |
| NMFQS:RIRHX | American Funds Capital Income Builder® Class R-5E | - | American Funds | $80.37 | 0.03% | $104.49 Billion | - | 0.41% | - |
| NMFQS:CAIFX | American Funds Capital Income Builder® Class F-2 | - | American Funds | $80.44 | 0.03% | $104.49 Billion | - | 0.37% | - |
| NMFQS:RIRCX | American Funds Capital Income Builder® Class R-3 | - | American Funds | $80.46 | 0.03% | $104.49 Billion | - | 0.91% | - |
| NMFQS:CFIHX | American Funds Capital Income Builder® Class F-3 | - | American Funds | $80.50 | 0.03% | $104.49 Billion | - | 0.26% | - |
| NMFQS:CIRCX | American Funds Capital Income Builder® Class 529-C | - | American Funds | $81.09 | 0.02% | $104.49 Billion | - | 1.37% | - |
| NMFQS:CIRAX | American Funds Capital Income Builder® Class 529-A | - | American Funds | $80.37 | 0.03% | $104.49 Billion | - | 0.60% | - |
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About Fund Screening
Our mutual fund screener provides comprehensive data and analytics to help you make informed investment decisions. Filter through thousands of mutual funds using multiple criteria and view detailed performance metrics.
- Real-time Updates: Access the latest fund data and performance metrics
- Multiple Views: Switch between overview, performance, holdings, and asset allocation views
- Advanced Filtering: Filter by exchange, country, fund category, and more
How to Use
Get started with our mutual fund screener by following these simple steps:
- Filter Selection: Use the filters to narrow down funds by exchange, country, category, or custom search
- View Options: Switch between different views to analyze various aspects of funds
- Detailed Analysis: View comprehensive fund details including performance, holdings, and asset allocation