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:CSBIX | Cromwell Sustainable Balanced Inst | Allocation--50% to 70% Equity | Cromwell Funds | $0.00 | 0.01% | $11.01 Million | - | 0.04% | - |
| NMFQS:DUTMX | Dupree Taxable Municipal Bond Series | Long-Term Bond | Dupree | $7.26 | 0.04% | $10.97 Million | - | 1.34% | - |
| NMFQS:RBNAX | Robinson Opportunistic Income Fund Class A Shares | Allocation--30% to 50% Equity | Liberty Street | $10.23 | 0.07% | $10.95 Million | - | 3.41% | - |
| NMFQS:RBNNX | Robinson Opportunistic Income Fund Institutional Class Shares | Allocation--30% to 50% Equity | Liberty Street | $10.22 | 0.07% | $10.95 Million | - | 3.16% | - |
| NMFQS:RBNCX | Robinson Opportunistic Income Fund Class C Shares | Allocation--30% to 50% Equity | Liberty Street | $10.19 | 0.06% | $10.95 Million | - | 4.16% | - |
| NMFQS:FSVVX | Clifford Capital Focused Small Cap Value Fund Institutional Class | Small Value | Clifford Capital | $11.46 | 0.03% | $10.94 Million | - | 1.05% | - |
| NMFQS:SWPRX | Schwab Target 2060 Fund | Target-Date 2060+ | Schwab Funds | $19.82 | 0.01% | $10.92 Million | - | 0.57% | - |
| NMFQS:WLIVX | WCM Focused International Equity Fund Investor Class Shares | Foreign Large Growth | WCM Investment Management | $22.36 | 0.01% | $10.92 Million | - | 1.10% | - |
| NMFQS:WCMVX | WCM Focused International Equity Fund Institutional Class Shares | Foreign Large Growth | WCM Investment Management | $22.48 | 0.02% | $10.92 Million | - | 0.85% | - |
| NMFQS:URPSX | ProFunds UltraBear Fund Service Class | Trading--Inverse Equity | ProFunds | $5.47 | 2.47% | $10.91 Million | - | 2.78% | - |
| NMFQS:FMRHX | Fidelity Simplicity RMD 2025 Fund | Target-Date 2025 | Fidelity Investments | $11.73 | 0.02% | $10.90 Million | - | 0.60% | - |
| NMFQS:IPVXX | Invesco Treasurer's Series Trust Premier Portfolio Personal Investment Class | - | - | $1.00 | 0.03% | $10.86 Million | - | 0.73% | - |
| NMFQS:ESCJX | 1290 Essex Small Cap Growth Fund Class I | Small Growth | 1290 Funds | $19.43 | - | $10.84 Million | - | 0.88% | - |
| NMFQS:MDODX | Morgan Stanley Developing Opportunity Portfolio Class R6 | Diversified Emerging Mkts | Morgan Stanley | $11.45 | 0.01% | $10.83 Million | - | 1.11% | - |
| NMFQS:MDOBX | Morgan Stanley Developing Opportunity Portfolio Class C | Diversified Emerging Mkts | Morgan Stanley | $10.83 | - | $10.83 Million | - | 2.26% | - |
| NMFQS:FIGDX | Fidelity Series Sustainable Investment Grade Bond Fund | Intermediate Core Bond | Fidelity Investments | $9.61 | 0.04% | $10.82 Million | - | - | - |
| NMFQS:DDJCX | Polen Opportunistic High Yield Fund - Institutional | High Yield Bond | DDJ | $6.93 | 0.08% | $10.82 Million | - | 0.89% | - |
| NMFQS:MXEDX | Empower Core Strategies: Flexible Bond Fund Institutional Class | Intermediate Core-Plus Bond | Great-West Funds | $10.08 | 0.04% | $10.80 Million | - | 0.45% | - |
| NMFQS:RYWTX | Rydex/SGI Series Funds Trust Emerging Markets 2x Strategy Fund A Class | Trading--Leveraged Equity | Rydex Funds | $99.98 | 0.01% | $10.76 Million | - | 1.79% | - |
| NMFQS:RYWVX | Rydex Emerging Markets 2x Strategy Fund H Class | Trading--Leveraged Equity | Rydex Funds | $100.39 | 0.01% | $10.76 Million | - | 1.80% | - |
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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