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:SBCCX | Saratoga Moderately Conservative Balanced Allocation Portfolio Class C | Allocation--50% to 70% Equity | Saratoga | $10.86 | 0.02% | $882.33K | - | 2.98% | - |
| NMFQS:SMACX | Saratoga Moderately Conservative Balanced Allocation Portfolio Class A | Allocation--50% to 70% Equity | Saratoga | $11.20 | 0.03% | $882.33K | - | 2.23% | - |
| NMFQS:SMICX | Saratoga Moderately Conservative Balanced Allocation Portfolio Class I | Allocation--50% to 70% Equity | Saratoga | $11.20 | 0.03% | $882.33K | - | 1.98% | - |
| NMFQS:MDPLX | MDP Low Volatility I | Large Blend | MDP Fund | $0.00 | - | $878.84K | - | - | - |
| NMFQS:PCJWX | Putnam Sustainable Retirement 2065 R4 | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:PCJIX | Putnam Sustainable Retirement 2065 R5 | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:PCJQX | Putnam Sustainable Retirement 2065 A | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:PCJYX | Putnam Sustainable Retirement 2065 R6 | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:PCJUX | Putnam Sustainable Retirement 2065 R | Target-Date 2065+ | Putnam | $0.00 | 0.00% | $878.09K | - | - | - |
| NMFQS:PCJVX | Putnam Sustainable Retirement 2065 R3 | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:PCJRX | Putnam Sustainable Retirement 2065 C | Target-Date 2065+ | Putnam | $0.00 | 0.00% | $878.09K | - | - | - |
| NMFQS:PCJSX | Putnam Sustainable Retirement 2065 Y | Target-Date 2065+ | Putnam | $0.00 | 0.01% | $878.09K | - | - | - |
| NMFQS:NWATX | Nationwide Destination 2065 Fund Institutional Service Class | Target-Date 2065+ | Nationwide | $14.30 | 0.04% | $831.85K | - | 0.70% | - |
| NMFQS:NWARX | Nationwide Destination 2065 Fund Class R | Target-Date 2065+ | Nationwide | $14.18 | 0.04% | $831.85K | - | 1.20% | - |
| NMFQS:NWASX | Nationwide Destination 2065 Fund Class R6 | Target-Date 2065+ | Nationwide | $14.31 | 0.05% | $831.85K | - | 0.45% | - |
| NMFQS:NWAQX | Nationwide Destination 2065 Fund Class A | Target-Date 2065+ | Nationwide | $14.26 | 0.04% | $831.85K | - | 0.95% | - |
| NMFQS:UPDDX | Upright Growth & Income Fund | Large Growth | Upright Investments Trust | $27.02 | - | $825.95K | - | 2.81% | - |
| NMFQS:UPAAX | Upright Assets Allocation Plus Fund | - | Upright Investments Trust | $18.50 | 0.00% | $824.13K | - | 3.21% | - |
| NMFQS:FSRMX | Fidelity Simplicity RMD 2030 | Target-Date 2030 | Fidelity Investments | $0.00 | 0.02% | $807.70K | - | - | - |
| NMFQS:SMBAX | Saratoga Municipal Bond Portfolio Fund Class A | Muni National Interm | Saratoga | $8.58 | 0.01% | $792.42K | - | 4.90% | - |
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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