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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:FRDDX Fidelity Advisor Sustainable Target Date 2070 Fund - Class I - Fidelity Investments $13.44 0.01% $717.10K - 0.49% -
NMFQS:SFPIX Saratoga Financial Service Portfolio Fund Class Institutional Financial Saratoga $0.22 - $710.00K - 3.88% -
NMFQS:SFPAX Saratoga Financial Service Portfolio Fund Class A Financial Saratoga $0.00 - $710.00K - 4.23% -
NMFQS:SEPCX Saratoga Energy & Basic Materials Portfolio Fund Class C Natural Resources Saratoga $9.62 0.01% $690.00K - 4.85% -
NMFQS:SEPIX Saratoga Energy & Basic Materials Portfolio Fund Class Institutional Natural Resources Saratoga $13.10 0.01% $690.00K - 3.40% -
NMFQS:SBMBX Saratoga Energy & Basic Materials Portfolio Fund Class A Natural Resources Saratoga $11.89 0.01% $690.00K - 3.81% -
NMFQS:SABIX Saratoga Aggressive Balanced Allocation Portfolio Class I Allocation--70% to 85% Equity Saratoga $12.67 0.02% $683.40K - 2.28% -
NMFQS:AFBIX Access Flex Bear High Yield ProFund Investor Class Trading--Inverse Debt ProFunds $27.54 0.17% $680.00K - 1.78% -
NMFQS:IRCXX Invesco Treasurer's Series Trust Premier Portfolio Resource Class - - $1.00 0.04% $672.19K - 0.34% -
NMFQS:LLRXX Western Asset Institutional Liquid Reserves Investors - - $1.00 0.04% $670.94K - 0.23% -
NMFQS:AFBSX Access Flex Bear High Yield ProFund Service Class Trading--Inverse Debt ProFunds $22.40 0.13% $670.02K - 2.78% -
NMFQS:SZCXX Saratoga U.S. Government Money Market Portfolio Class C - - $1.00 - $643.14K - 2.67% -
NMFQS:BTVXX BlackRock Liquidity Funds - TempFund - - $0.00 0.05% $615.88K - - -
NMFQS:WSGGX WCM Select Global Growth Fund Institutional Class World Large-Stock Growth WCM Investment Management $10.46 - $614.36K - 1.00% -
NMFQS:WCSGX WCM Select Global Growth Fund Investor Class World Large-Stock Growth WCM Investment Management $10.45 - $614.36K - 1.25% -
NMFQS:SABCX Saratoga Aggressive Balanced Allocation Portfolio Class C Allocation--70% to 85% Equity Saratoga $12.46 0.01% $604.69K - 3.28% -
NMFQS:SABAX Saratoga Aggressive Balanced Allocation Portfolio Class A Allocation--70% to 85% Equity Saratoga $12.57 0.02% $604.69K - 2.53% -
NMFQS:PCJZX Putnam Retirement Advantage 2065 Fund Class A Shares Target-Date 2065+ Putnam $14.94 0.02% $604.08K - 0.80% -
NMFQS:PCKGX Putnam Retirement Advantage 2065 Fund Class R3 Shares Target-Date 2065+ Putnam $15.16 0.01% $604.08K - 0.95% -
NMFQS:PCKIX Putnam Retirement Advantage 2065 Fund Class R5 Shares Target-Date 2065+ Putnam $15.06 0.02% $604.08K - 0.55% -

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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
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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