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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:SBMBX Saratoga Energy & Basic Materials Portfolio Fund Class A Natural Resources Saratoga $11.89 0.01% $690.00K - 3.81% -
NMFQS:SEPCX Saratoga Energy & Basic Materials Portfolio Fund Class C Natural Resources Saratoga $9.62 0.01% $690.00K - 4.85% -
NMFQS:SABIX Saratoga Aggressive Balanced Allc I Allocation--70% to 85% Equity Saratoga $12.71 0.02% $683.40K - 2.28% -
NMFQS:UIPIX ProFunds UltraShort Mid-Cap Fund Investor Class Trading--Inverse Equity ProFunds $20.23 8.23% $680.00K - 1.78% -
NMFQS:AFBIX Access Flex Bear High Yield ProFund Inv Trading--Inverse Debt ProFunds $27.52 0.17% $680.00K - 1.78% -
NMFQS:IRCXX Invesco Treasurer's Ser Tr Prem Resource - - $1.00 0.04% $672.19K - 0.34% -
NMFQS:LLRXX Western Asset Instl Liqd Rsrvs Inv - - $1.00 0.04% $670.94K - 0.23% -
NMFQS:AFBSX Access Flex Bear High Yield ProFund Svc Trading--Inverse Debt ProFunds $22.29 0.13% $670.02K - 2.78% -
NMFQS:SZCXX Saratoga US Government Money Mkt 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 Institutional - WCM Investment Management $10.11 - $614.36K - 1.00% -
NMFQS:WCSGX WCM Select Global Growth Investor - WCM Investment Management $10.09 - $614.36K - 1.25% -
NMFQS:SABCX Saratoga Aggressive Balanced Allc C Allocation--70% to 85% Equity Saratoga $12.46 0.01% $604.69K - 3.28% -
NMFQS:SABAX Saratoga Aggressive Balanced Allc A Allocation--70% to 85% Equity Saratoga $12.60 0.02% $604.69K - 2.53% -
NMFQS:PCKIX Franklin Retirement Advantage 2065 R5 Target-Date 2065+ Putnam $15.60 0.02% $604.08K - 0.55% -
NMFQS:PCKEX Franklin Retirement Advantage 2065 Y Target-Date 2065+ Putnam $15.59 0.02% $604.08K - 0.55% -
NMFQS:PCKBX Franklin Retirement Advantage 2065 C Target-Date 2065+ Putnam $15.20 0.01% $604.08K - 1.55% -
NMFQS:PCKHX Franklin Retirement Advantage 2065 R4 Target-Date 2065+ Putnam $15.55 0.02% $604.08K - 0.70% -
NMFQS:PCKGX Franklin Retirement Advantage 2065 R3 Target-Date 2065+ Putnam $15.68 0.01% $604.08K - 0.95% -
NMFQS:PCKFX Franklin Retirement Advantage 2065 R Target-Date 2065+ Putnam $15.40 0.01% $604.08K - 1.20% -

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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