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Mutual Fund Screener

Analyze mutual funds with comprehensive market data, performance metrics, and holdings information.

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Fund Symbol Name Category Fund Family NAV Yield Net Assets 1Y Return Expense Ratio Morningstar Rating
NMFQS:SLVCX Saratoga Large Capitalization Value Fund Class C Mid-Cap Blend Saratoga $16.04 - $17.55 Million - 2.77% -
NMFQS:SLVYX Saratoga Large Capitalization Value Fund Class A Mid-Cap Blend Saratoga $24.56 - $17.55 Million - 2.17% -
NMFQS:JMCGX Jacob Discovery Fund Investor Class shares Small Blend Jacob $28.97 0.01% $17.50 Million - 2.30% -
NMFQS:JMIGX Jacob Discovery Fund Institutional Class shares Small Blend Jacob $33.05 0.01% $17.50 Million - 2.00% -
NMFQS:NVSOX Allspring Disciplined Small Cap Adm Small Blend Allspring Global Investments $13.85 0.00% $17.49 Million - 0.85% -
NMFQS:WSCOX Allspring Disciplined Small Cap Fund Institutional Class Small Blend Allspring Global Investments $16.19 0.00% $17.49 Million - 0.60% -
NMFQS:CNGLX Commonwealth Global Fund World Large-Stock Blend Commonwealth Intl Series Tr $19.84 - $17.46 Million - 2.58% -
NMFQS:CLFFX Lone Peak Value Fund Investor Class Mid-Cap Value Clifford Capital $22.53 0.01% $17.46 Million - 1.15% -
NMFQS:FTMLX Franklin Moderate Allocation Fund Class R6 Allocation--50% to 70% Equity First Investors $17.03 0.03% $17.30 Million - 0.53% -
NMFQS:MFBIX Mesirow Enhanced Core Plus Fund Institutional Shares Intermediate Core Bond Mesirow $8.82 0.00% $17.29 Million - 0.54% -
NMFQS:KMDNX Kinetics Multi-Disciplinary Income Fund Class No Load Multisector Bond Kinetics $10.04 0.00% $17.28 Million - 0.74% -
NMFQS:VYRPX Voya Solution Conservative Portfolio Class R6 Allocation--15% to 30% Equity Voya $10.99 0.03% $17.28 Million - 0.64% -
NMFQS:ICGTX Voya Solution Conservative Portfolio Class S2 Allocation--15% to 30% Equity Voya $10.72 0.02% $17.28 Million - 1.06% -
NMFQS:ICGIX Voya Solution Conservative Portfolio Class I Allocation--15% to 30% Equity Voya $10.96 0.03% $17.28 Million - 0.66% -
NMFQS:ICGAX Voya Solution Conservative Portfolio Class A Allocation--15% to 30% Equity Voya $10.82 0.02% $17.28 Million - 1.16% -
NMFQS:ICGSX Voya Solution Conservative Portfolio Class S Allocation--15% to 30% Equity Voya $10.82 0.03% $17.28 Million - 0.91% -
NMFQS:DCMXX Cash Account Trust - Government & Agency Securities Portfolio - - $0.00 - $17.20 Million - - -
NMFQS:ANCIX Ancora MicroCap Fund Class I Small Value Ancora $14.43 0.03% $17.14 Million - 1.70% -
NMFQS:FYMMX Fidelity Advisor Sustainable Mlt-Ast M - Fidelity Investments $0.00 0.01% $17.12 Million - - -
NMFQS:FYMAX Fidelity Advisor Sustainable Mlt-Ast A - Fidelity Investments $0.00 0.02% $17.12 Million - - -

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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