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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:PIYFX Invesco Multi-Asset Income Fund Class Y Allocation--30% to 50% Equity Invesco $8.21 0.06% $601.69 Million - 0.72% -
NMFQS:JSSOX JHancock New Opportunities R2 Small Growth John Hancock $25.29 - $601.67 Million - 1.35% -
NMFQS:JBSOX John Hancock Funds II New Opportunities Fund Small Growth John Hancock $22.92 - $601.67 Million - 1.96% -
NMFQS:JWSOX JHancock New Opportunities R6 Small Growth John Hancock $26.04 - $601.67 Million - 0.85% -
NMFQS:JISOX JHancock New Opportunities 1 Small Growth John Hancock $25.80 - $601.67 Million - 0.84% -
NMFQS:JUSOX JHancock New Opportunities R4 Small Growth John Hancock $25.71 - $601.67 Million - 1.10% -
NMFQS:ALFAX Lord Abbett Alpha Strategy Fund Class A Small Growth Lord Abbett $28.38 - $601.43 Million - 1.47% -
NMFQS:AWIIX CIBC Atlas Income Opportunities Fund Institutional Class Allocation--50% to 70% Equity CIBC Private Wealth Management $15.01 0.02% $601.26 Million - 0.68% -
NMFQS:PACAX Putnam Dynamic Asset Allocation Conservative Fund Class A Allocation--15% to 30% Equity Franklin Templeton Investments $11.24 0.04% $601.24 Million - 1.00% -
NMFQS:PACCX Putnam Dynamic Asset Allocation Conservative Fund Class C Allocation--15% to 30% Equity Franklin Templeton Investments $11.10 0.03% $601.24 Million - 1.75% -
NMFQS:FGITX Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund Large Blend Fidelity Investments $40.02 0.01% $601.21 Million - 1.11% -
NMFQS:FGIZX Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund Large Blend Fidelity Investments $41.23 0.01% $601.21 Million - 0.49% -
NMFQS:FGIRX Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund Large Blend Fidelity Investments $39.90 0.01% $601.21 Million - 0.87% -
NMFQS:FGIUX Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund Large Blend Fidelity Investments $36.29 0.01% $601.21 Million - 1.63% -
NMFQS:FGIOX Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund Large Blend Fidelity Investments $41.14 0.01% $601.21 Million - 0.63% -
NMFQS:AMOMX AQR Large Cap Momentum Style Fund Class I Large Growth AQR Funds $20.49 0.00% $601.11 Million - 0.41% -
NMFQS:AMONX AQR Large Cap Momentum Style Fund Class N Large Growth AQR Funds $20.28 - $601.11 Million - 0.66% -
NMFQS:WMLIX Wilmington Large-Cap Strategy Fund Class Institutional Large Blend Wilmington Funds $33.75 0.01% $601.10 Million - 0.25% -
NMFQS:RPEAX Davis Opportunity Fund Class A Large Value Davis Funds $41.00 0.01% $601.08 Million - 0.93% -
NMFQS:DGOCX Davis Opportunity Fund Class C Large Value Davis Funds $24.62 0.00% $601.08 Million - 1.75% -

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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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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