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:LROIX | BrandywineGLOBAL - Multi-Sector Opportunities Fund Class I | Multisector Bond | Franklin Templeton Investments | $11.11 | 0.05% | $52.42 Million | - | 0.86% | - |
| NMFQS:PLRRX | Principal LifeTime Hybrid 2015 Fund R-6 | Target-Date 2015 | Principal Funds | $12.53 | 0.03% | $52.41 Million | - | 0.31% | - |
| NMFQS:BXHCX | Barings U.S. High Yield Fund Class C | High Yield Bond | Barings Funds | $9.79 | 0.06% | $52.40 Million | - | 1.75% | - |
| NMFQS:BXHYX | Barings U.S. High Yield Fund Class Y | High Yield Bond | Barings Funds | $9.79 | 0.07% | $52.40 Million | - | 0.75% | - |
| NMFQS:FTSAX | FullerThaler Behavioral Small-Mid Core Equity Fund A Shares | Small Blend | Fuller & Thaler Asset Mgmt | $44.91 | 0.00% | $52.35 Million | - | 1.32% | - |
| NMFQS:SDFCX | Swan Defined Risk Emerging Markets Fund Class C | Options Trading | Swan | $8.97 | - | $52.31 Million | - | 2.50% | - |
| NMFQS:SMCIX | Shelton Capital Management S&P Smallcap Index Fund Investor Shares | Small Blend | Shelton Capital Management | $24.26 | 0.01% | $52.29 Million | - | 0.86% | - |
| NMFQS:SHDCX | American Beacon Shapiro SMID Cap Equity Fund C Class | Small Value | American Beacon | $8.25 | - | $52.28 Million | - | 2.02% | - |
| NMFQS:SHDRX | American Beacon Shapiro SMID Cap Equity Fund R6 Class | Small Value | American Beacon | $8.93 | - | $52.28 Million | - | 0.90% | - |
| NMFQS:FRIEX | Federated Hermes Emerging Markets Equity Fund Class R6 Shares | Diversified Emerging Mkts | Federated | $26.25 | 0.01% | $52.27 Million | - | 0.93% | - |
| NMFQS:SBHAX | Segall Bryant & Hamill All Cap Fund Institutional Class | Large Blend | Segall Bryant & Hamill | $17.90 | 0.00% | $52.21 Million | - | 0.84% | - |
| NMFQS:FASWX | Fidelity SAI Sustainable Municipal Income Fund | Muni National Long | Fidelity Investments | $10.10 | 0.03% | $52.18 Million | - | 0.36% | - |
| NMFQS:JEPRX | JPMorgan Equity Premium Income Fund Class R6 | Derivative Income | JPMorgan | $13.95 | 0.08% | $52.15 Million | - | 0.34% | - |
| NMFQS:JEPSX | JPMorgan Equity Premium Income Fund Class R5 | Derivative Income | JPMorgan | $13.96 | 0.08% | $52.15 Million | - | 0.45% | - |
| NMFQS:MOJAX | DF Tactical Momentum Fund Class A | Tactical Allocation | Donoghue Forlines LLC | $18.00 | - | $52.07 Million | - | 2.25% | - |
| NMFQS:MOJCX | DF Tactical Momentum Fund Class C | Tactical Allocation | Donoghue Forlines LLC | $16.41 | - | $52.07 Million | - | 3.00% | - |
| NMFQS:MOJOX | DF Tactical Momentum Fund Class I | Tactical Allocation | Donoghue Forlines LLC | $18.51 | - | $52.07 Million | - | 2.00% | - |
| NMFQS:AAIIX | Ancora Income Fund Class I | Preferred Stock | Ancora | $7.14 | 0.06% | $52.00 Million | - | 0.87% | - |
| NMFQS:PFFBX | PFG Fidelity Institutional AM® Core Plus Bond Strategy Class I Shares | Intermediate Core-Plus Bond | The Pacific Financial Group | $8.90 | 0.02% | $51.89 Million | - | 2.31% | - |
| NMFQS:FIRWX | Fidelity Simplicity RMD 2020 Fund | Target-Date 2020 | Fidelity Investments | $64.54 | 0.02% | $51.87 Million | - | 0.55% | - |
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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