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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:PARHX T. Rowe Price Retirement 2015 Fund Advisor Class Target-Date 2015 T. Rowe Price $13.94 0.03% $7.25 Billion - 0.74% -
NMFQS:RRTMX T. Rowe Price Retirement 2015 Fund Class R Target-Date 2015 T. Rowe Price $13.70 0.02% $7.25 Billion - 0.99% -
NMFQS:VADCX Invesco Equally-Weighted S&P 500 Fund Class C Large Blend Invesco $73.99 0.01% $7.24 Billion - 1.27% -
NMFQS:VADAX Invesco Equally-Weighted S&P 500 Fund Class A Large Blend Invesco $81.60 0.01% $7.24 Billion - 0.53% -
NMFQS:CBALX Columbia Balanced Fund Institutional Class Allocation--50% to 70% Equity Columbia $56.98 0.02% $7.23 Billion - 0.66% -
NMFQS:CLREX Columbia Balanced Fund Institutional 2 Class Allocation--50% to 70% Equity Columbia $57.11 0.02% $7.23 Billion - 0.62% -
NMFQS:CBDRX Columbia Balanced Fund Advisor Class Allocation--50% to 70% Equity Columbia $55.66 0.02% $7.23 Billion - 0.68% -
NMFQS:CBDYX Columbia Balanced Fund Institutional 3 Class Allocation--50% to 70% Equity Columbia $58.31 0.02% $7.23 Billion - 0.57% -
NMFQS:CBLRX Columbia Balanced Fund Class R Allocation--50% to 70% Equity Columbia $57.16 0.01% $7.23 Billion - 1.16% -
NMFQS:PRPFX Permanent Portfolio Permanent Portfolio Class I Allocation--50% to 70% Equity Permanent Portfolio Family of Funds $76.48 0.01% $7.23 Billion - 0.79% -
NMFQS:PRPHX Permanent Portfolio Permanent Portfolio Class C Allocation--50% to 70% Equity Permanent Portfolio Family of Funds $73.07 0.00% $7.23 Billion - 1.79% -
NMFQS:PRPDX Permanent Portfolio Permanent Portfolio Class A Allocation--50% to 70% Equity Permanent Portfolio Family of Funds $75.91 0.01% $7.23 Billion - 1.04% -
NMFQS:DFSCX DFA U.S. Micro Cap Portfolio Institutional Class Small Blend Dimensional Fund Advisors $38.31 0.01% $7.23 Billion - 0.41% -
NMFQS:ALAFX Alger Focus Equity Fund Class A Large Growth Alger $114.89 - $7.23 Billion - 0.99% -
NMFQS:ALGRX Alger Focus Equity Fund Class I Large Growth Alger $116.00 - $7.23 Billion - 0.95% -
NMFQS:ALZFX Alger Focus Equity Fund Class Z Large Growth Alger $120.89 - $7.23 Billion - 0.66% -
NMFQS:ALCFX Alger Focus Equity Fund Class C Large Growth Alger $100.69 - $7.23 Billion - 1.74% -
NMFQS:FDGKX Fidelity Dividend Growth Fund - Class K Large Blend Fidelity Investments $48.77 0.01% $7.22 Billion - 0.80% -
NMFQS:JIPCX John Hancock Funds Strategic Income Opportunities Fund Class C Multisector Bond John Hancock $10.20 0.03% $7.22 Billion - 1.77% -
NMFQS:JIPIX John Hancock Funds Strategic Income Opportunities Fund Class I Multisector Bond John Hancock $10.20 0.04% $7.22 Billion - 0.77% -

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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.

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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
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  • Detailed Analysis: View comprehensive fund details including performance, holdings, and asset allocation