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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:SABPX Principal Strategic Asset Management Balanced Portfolio Class A - Principal Funds $17.11 0.02% $4.83 Billion - 1.07% -
NMFQS:SCBPX Principal Strategic Asset Management Balanced Portfolio Class C - Principal Funds $16.56 0.01% $4.83 Billion - 1.86% -
NMFQS:JFQUX JPMorgan Investor Balanced Fund Class R6 Allocation--50% to 70% Equity JPMorgan $17.09 0.03% $4.83 Billion - 0.44% -
NMFQS:RNCCX American Funds Conservative Growth and Income Portfolio Class R-3 Allocation--30% to 50% Equity American Funds $14.66 0.03% $4.82 Billion - 0.94% -
NMFQS:CIPEX American Funds Conservative Growth and Income Portfolio Class 529-E Allocation--30% to 50% Equity American Funds $14.67 0.03% $4.82 Billion - 0.88% -
NMFQS:CIPFX American Funds Conservative Growth and Income Portfolio Class 529-F-1 Allocation--30% to 50% Equity American Funds $14.72 0.04% $4.82 Billion - 0.71% -
NMFQS:RINFX American Funds Conservative Growth and Income Portfolio Class R-5 Allocation--30% to 50% Equity American Funds $14.77 0.04% $4.82 Billion - 0.36% -
NMFQS:RGOFX American Funds Conservative Growth and Income Portfolio Class R-5E Allocation--30% to 50% Equity American Funds $14.74 0.04% $4.82 Billion - 0.46% -
NMFQS:RINGX American Funds Conservative Growth and Income Portfolio Class R-6 Allocation--30% to 50% Equity American Funds $14.72 0.04% $4.82 Billion - 0.31% -
NMFQS:CIPAX American Funds Conservative Growth and Income Portfolio Class 529-A Allocation--30% to 50% Equity American Funds $14.70 0.04% $4.82 Billion - 0.63% -
NMFQS:RNCAX American Funds Conservative Growth and Income Portfolio Class R-1 Allocation--30% to 50% Equity American Funds $14.65 0.03% $4.82 Billion - 1.37% -
NMFQS:RINBX American Funds Conservative Growth and Income Portfolio Class R-2 Allocation--30% to 50% Equity American Funds $14.57 0.03% $4.82 Billion - 1.39% -
NMFQS:INPDX American Funds Conservative Growth and Income Portfolio Class F-3 Allocation--30% to 50% Equity American Funds $14.73 0.04% $4.82 Billion - 0.31% -
NMFQS:RNBEX American Funds Conservative Growth and Income Portfolio Class R-2E Allocation--30% to 50% Equity American Funds $14.75 0.03% $4.82 Billion - 1.09% -
NMFQS:CIPCX American Funds Conservative Growth and Income Portfolio Class 529-C Allocation--30% to 50% Equity American Funds $14.63 0.03% $4.82 Billion - 1.40% -
NMFQS:VFTNX Vanguard FTSE Social Index Fund Institutional Shares Large Blend Vanguard $46.76 0.01% $4.81 Billion - 0.03% -
NMFQS:RFJTX American Funds 2015 Target Date Retirement Income Fund® Class R-6 Target-Date 2015 American Funds $13.32 0.03% $4.81 Billion - 0.30% -
NMFQS:FDBTX American Funds 2015 Target Date Retirement Income Fund® Class F-3 Target-Date 2015 American Funds $13.26 0.03% $4.81 Billion - 0.30% -
NMFQS:REJTX American Funds 2015 Target Date Retirement Income Fund® Class R-5 Target-Date 2015 American Funds $13.36 0.03% $4.81 Billion - 0.35% -
NMFQS:RBJTX American Funds 2015 Target Date Retirement Income Fund® Class R-2 Target-Date 2015 American Funds $13.00 0.02% $4.81 Billion - 1.39% -

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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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