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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:DFITX DFA International Real Estate Securities Portfolio Institutional Class Global Real Estate Dimensional Fund Advisors $3.81 0.07% $5.75 Billion - 0.27% -
NMFQS:MAMFX MFS Moderate Allocation Fund Class R1 - MFS $19.19 0.02% $5.74 Billion - 1.64% -
NMFQS:MAMJX MFS Moderate Allocation Fund Class R4 - MFS $20.34 0.03% $5.74 Billion - 0.64% -
NMFQS:MARRX MFS Moderate Allocation Fund Class R2 - MFS $19.76 0.03% $5.74 Billion - 1.14% -
NMFQS:MAMHX MFS Moderate Allocation Fund Class R3 - MFS $20.18 0.03% $5.74 Billion - 0.89% -
NMFQS:DFEQX DFA Short-Term Extended Quality Portfolio Institutional Class Short-Term Bond Dimensional Fund Advisors $10.47 0.04% $5.74 Billion - 0.18% -
NMFQS:JMCCX JPMorgan Mid Cap Equity Fund Class C Mid-Cap Blend JPMorgan $58.93 - $5.73 Billion - 1.59% -
NMFQS:JCMAX JPMorgan Mid Cap Equity Fund Class A Mid-Cap Blend JPMorgan $63.88 0.00% $5.73 Billion - 1.09% -
NMFQS:VASVX Vanguard Selected Value Fund Mid-Cap Value Vanguard $28.53 0.02% $5.73 Billion - 0.42% -
NMFQS:NPSAX Nuveen Preferred Securities & Income Fund Class A Preferred Stock Nuveen $16.30 0.05% $5.72 Billion - 1.00% -
NMFQS:NPSCX Nuveen Preferred Securities & Income Fund Class C Preferred Stock Nuveen $16.31 0.05% $5.72 Billion - 1.75% -
NMFQS:OIBFX JPMorgan Investor Balanced Fund Class I Allocation--50% to 70% Equity JPMorgan $16.97 0.03% $5.72 Billion - 0.69% -
NMFQS:OGIAX JPMorgan Investor Balanced Fund Class A Allocation--50% to 70% Equity JPMorgan $16.89 0.03% $5.72 Billion - 0.94% -
NMFQS:OGBCX JPMorgan Investor Balanced Fund Class C Allocation--50% to 70% Equity JPMorgan $16.49 0.02% $5.72 Billion - 1.44% -
NMFQS:FUFRX Franklin Utilities Fund Class R6 Utilities Franklin Templeton Investments $24.42 0.02% $5.72 Billion - 0.50% -
NMFQS:FRUAX Franklin Utilities Fund Advisor Class Utilities Franklin Templeton Investments $24.94 0.02% $5.72 Billion - 0.56% -
NMFQS:FRURX Franklin Utilities Fund Class R Utilities Franklin Templeton Investments $24.47 0.02% $5.72 Billion - 1.06% -
NMFQS:DPRXX Dreyfus Treasury Securities Cash Management - - $0.00 0.03% $5.71 Billion - - -
NMFQS:FDSCX Fidelity Stock Selector Small Cap Fund Small Blend Fidelity Investments $45.57 0.00% $5.71 Billion - 0.85% -
NMFQS:ASLDX American Century Select Fund G Class Large Growth American Century Investments $0.00 - $5.70 Billion - - -

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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