Mutual Fund Screener
Analyze mutual funds with comprehensive market data, performance metrics, and holdings information.
Fund Screener
| Fund Symbol | Name | Category | Fund Family | NAV | Yield | Net Assets | 1Y Return | Expense Ratio | Morningstar Rating |
|---|---|---|---|---|---|---|---|---|---|
| NMFQS:PCJQX | Franklin Retirement Advantage Pl 2065 A | Target-Date 2065+ | Putnam | $13.81 | 0.01% | $878.09K | - | 0.95% | - |
| NMFQS:PCJVX | Franklin Retirement Advantage Pl 2065 R3 | Target-Date 2065+ | Putnam | $13.82 | 0.01% | $878.09K | - | 1.10% | - |
| NMFQS:PCJYX | Franklin Retirement Advantage Pl 2065 R6 | Target-Date 2065+ | Putnam | $13.93 | 0.01% | $878.09K | - | 0.60% | - |
| NMFQS:DFARX | Dimensional 2070 Target Dt Ret Inc Inst | - | Dimensional Fund Advisors | $13.29 | 0.02% | $864.50K | - | 0.22% | - |
| NMFQS:NWARX | Nationwide Destination 2065 R | Target-Date 2065+ | Nationwide | $15.64 | 0.03% | $831.85K | - | 1.22% | - |
| NMFQS:NWASX | Nationwide Destination 2065 R6 | Target-Date 2065+ | Nationwide | $15.82 | 0.04% | $831.85K | - | 0.47% | - |
| NMFQS:NWAQX | Nationwide Destination 2065 A | Target-Date 2065+ | Nationwide | $15.75 | 0.04% | $831.85K | - | 0.97% | - |
| NMFQS:NWATX | Nationwide Destination 2065 Instl Sv | Target-Date 2065+ | Nationwide | $15.80 | 0.04% | $831.85K | - | 0.72% | - |
| NMFQS:FILSX | Fidelity Flex Freedom Blend 2015 Fund | Target-Date 2015 | Fidelity Investments | $10.75 | 0.04% | $830.00K | - | - | - |
| NMFQS:UPDDX | Upright Growth & Income | - | Upright Investments Trust | $32.00 | - | $825.95K | - | 2.53% | - |
| NMFQS:UPAAX | Upright Assets Allocation Plus | - | Upright Investments Trust | $22.85 | 0.00% | $824.13K | - | 2.49% | - |
| NMFQS:FSRMX | Fidelity Simplicity RMD 2030 | Target-Date 2030 | Fidelity Investments | $0.00 | 0.02% | $807.70K | - | - | - |
| NMFQS:SMBCX | Saratoga Municipal Bond Portfolio Fund Class C | Muni National Interm | Saratoga | $8.53 | 0.00% | $792.42K | - | 5.47% | - |
| NMFQS:SMBAX | Saratoga Municipal Bond Portfolio Fund Class A | Muni National Interm | Saratoga | $8.58 | 0.01% | $792.42K | - | 4.90% | - |
| NMFQS:SRPIX | ProFunds Short Real Estate Fund Investor Class | Trading--Miscellaneous | ProFunds | $7.61 | 0.02% | $780.00K | - | 1.78% | - |
| NMFQS:LYRNX | Lyrical International Value Equity Inv | Foreign Large Value | Lyrical | $15.61 | 0.01% | $771.42K | - | 1.32% | - |
| NMFQS:LYRWX | Lyrical International Value Equity Instl | Foreign Large Value | Lyrical | $15.66 | 0.01% | $771.42K | - | 1.04% | - |
| NMFQS:GQSCX | Glenmede Disciplined US Small Cap Eq Ptf | Small Value | Glenmede | $19.28 | 0.00% | $751.80K | - | 0.85% | - |
| NMFQS:RTPIX | ProFunds Rising Rates Opportunity 10 Fund Investor Class | Trading--Inverse Debt | ProFunds | $15.30 | 0.01% | $750.00K | - | 1.78% | - |
| NMFQS:DXKSX | Direxion Mthly 7-10 Yr Trs Bear 1.75X | Trading--Inverse Debt | Direxion Funds | $26.74 | 0.52% | $730.00K | - | 1.45% | - |
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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