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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:TCTYX Transamerica ClearTrack® 2060 R3 Target-Date 2060+ Transamerica $10.93 0.01% $521.37K - 0.95% -
NMFQS:FRYBX 50% Allocation Fund Allocation--50% to 70% Equity Fidelity Investments $12.03 0.02% $513.36K - 0.03% -
NMFQS:SWRRX Schwab Target 2070 Fund - Schwab Funds $10.53 - $509.45K - 0.58% -
NMFQS:ASEMX abrdn EM SMA Completion Fund Diversified Emerging Mkts Aberdeen $17.75 0.01% $489.63K - - -
NMFQS:EQTYX WisdomTree Siegel Global Equity Digital Fund World Large-Stock Value WisdomTree $14.36 0.03% $468.17K - 0.40% -
NMFQS:ARATX American Century One Choice Blend+ 2070 Portfolio I Class - American Century Investments $10.93 - $464.61K - 0.39% -
NMFQS:ARASX American Century One Choice Blend+ 2070 Portfolio Investor Class - American Century Investments $10.92 - $464.61K - 0.59% -
NMFQS:ARAWX American Century One Choice Blend+ 2070 Portfolio R6 Portfolio - American Century Investments $10.93 - $464.61K - 0.24% -
NMFQS:ARAVX American Century One Choice Blend+ 2070 Portfolio R Class - American Century Investments $10.90 - $464.61K - 1.09% -
NMFQS:ARAUX American Century One Choice Blend+ 2070 Portfolio A Class - American Century Investments $10.91 - $464.61K - 0.84% -
NMFQS:SCNXX Short-Term Investment Trust - Invesco STIC Prime Portfolio - - $0.00 0.05% $444.74K - - -
NMFQS:UFPIX ProFunds UltraShort Latin America Fund Investor Class Trading--Inverse Equity ProFunds $13.35 0.15% $420.00K - 1.78% -
NMFQS:BSCRX Brandes Small Cap Value Fund Class R6 Small Value Brandes $21.30 0.01% $417.50K - 0.73% -
NMFQS:BSCAX Brandes Small Cap Value Fund Class A Small Value Brandes $22.35 0.00% $417.50K - 1.16% -
NMFQS:BSCMX Brandes Small Cap Value Fund Class I Small Value Brandes $22.77 0.00% $417.50K - 0.91% -
NMFQS:PTBXX Putnam Money Market Fund B Shares - - $0.00 0.00% $410.63K - - -
NMFQS:UIPIX ProFunds UltraShort Mid-Cap Fund Investor Class Trading--Inverse Equity ProFunds $20.12 8.23% $410.00K - 1.78% -
NMFQS:PDIZX Putnam Retirement Advantage 2030 Fund Class R6 Shares Target-Date 2030 Putnam $11.24 0.05% $407.07K - 0.45% -
NMFQS:RINEX American Funds Conservative Growth and Income Portfolio Class R-4 Allocation--30% to 50% Equity HSBC $14.80 0.03% $397.67K - 0.64% -
NMFQS:SAMCX Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C Allocation--50% to 70% Equity Saratoga $12.25 0.02% $396.96K - 3.17% -

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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