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:FHEQX | Federated Hermes SDG Engagement Equity Fund Class A Shares | World Small/Mid Stock | Federated | $15.02 | 0.01% | $18.48 Million | - | 1.19% | - |
| NMFQS:PBLIX | PIMCO RealPath Blend 2065 Institutional | Target-Date 2065+ | PNC Funds | $17.17 | 0.02% | $18.48 Million | - | 0.15% | - |
| NMFQS:CAUKX | Shelton US Government Securities K | Long Government | Shelton Capital Management | $8.82 | 0.03% | $18.46 Million | - | 1.26% | - |
| NMFQS:SHIIX | Catalyst Buffered Shield Fund Class I | Options Trading | Catalyst Mutual Funds | $11.51 | 0.03% | $18.42 Million | - | 1.35% | - |
| NMFQS:SHIEX | Catalyst Buffered Shield Fund Class A | Options Trading | Catalyst Mutual Funds | $11.40 | 0.03% | $18.42 Million | - | 1.60% | - |
| NYSE ARCA:GGM | Guggenheim Credit Allocation | Large Blend | GGM ETF | $18.89 | 0.01% | $18.42 Million | - | 2.74% | - |
| NMFQS:PLHTX | Principal LifeTime Hybrid 2055 R6 | Target-Date 2055 | Principal Funds | $21.03 | 0.02% | $18.40 Million | - | 0.33% | - |
| NMFQS:APAMX | iMGP APA Enhanced Inc Muncpl Inst | Muni National Interm | iMGP Funds | $9.53 | 0.03% | $18.38 Million | - | 0.59% | - |
| NMFQS:UGPIX | ProFunds UltraChina Fund Investor Class | Trading--Leveraged Equity | ProFunds | $13.58 | 0.10% | $18.32 Million | - | 1.70% | - |
| NMFQS:LFTOX | Lincoln U.S. Equity Income Maximizer A | - | Lincoln Financial Group | $13.16 | - | $18.27 Million | - | 1.32% | - |
| NMFQS:LFTPX | Lincoln U.S. Equity Income Maximizer I | - | Lincoln Financial Group | $13.21 | 0.00% | $18.27 Million | - | 1.07% | - |
| NMFQS:TRICX | Catalyst/SMH Total Return Income C | Allocation--30% to 50% Equity | Catalyst Mutual Funds | $4.75 | 0.05% | $18.24 Million | - | 2.95% | - |
| NMFQS:BERCX | Carillon Chartwell Mid Cap Value Class I | Mid-Cap Value | Carillon Family of Funds | $17.50 | 0.01% | $18.24 Million | - | 0.90% | - |
| NMFQS:LIONX | Issachar Fund | Tactical Allocation | Issachar Fund | $10.06 | - | $18.15 Million | - | 3.52% | - |
| NMFQS:RGORX | RBC Global Opportunities R6 | - | RBC Global Asset Management. | $24.87 | 0.00% | $18.03 Million | - | 0.70% | - |
| NMFQS:FIBPX | Federated Hermes Intl Bond Strategy | World Bond | Federated | $12.60 | 0.05% | $18.00 Million | - | 0.03% | - |
| NMFQS:FARFX | Fidelity Advisor Managed Retirement 2025 Fund - Class A | Target-Date 2025 | Fidelity Investments | $62.63 | 0.02% | $17.99 Million | - | 0.72% | - |
| NMFQS:FIRFX | Fidelity Advisor Managed Retirement 2025 Fund - Class I | Target-Date 2025 | Fidelity Investments | $63.03 | 0.03% | $17.99 Million | - | 0.47% | - |
| NMFQS:HPIXX | JPMorgan Trust II - JPMorgan Liquid Assets Money Market Fund | - | - | $0.00 | 0.05% | $17.93 Million | - | - | - |
| NMFQS:TVEFX | Guggenheim RBP® Dividend Fund Class P | Large Value | Guggenheim Investments | $16.37 | 0.01% | $17.91 Million | - | 1.17% | - |
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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