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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:RDFTX American Funds 2035 Target Date Retirement Fund® Class R-4 Target-Date 2035 American Funds $21.36 0.01% $15.10 Billion - 0.69% -
NMFQS:TIBOX Thornburg Investment Income Builder R6 - Thornburg $31.10 0.04% $15.07 Billion - 0.84% -
NMFQS:TIBMX Thornburg Investment Income Builder R5 - Thornburg $30.52 0.04% $15.07 Billion - 1.03% -
NMFQS:TIBGX Thornburg Investment Income Builder R4 - Thornburg $30.57 0.04% $15.07 Billion - 1.44% -
NMFQS:TIBRX Thornburg Investment Income Builder R3 - Thornburg $30.29 0.03% $15.07 Billion - 1.54% -
NMFQS:FGIGX American Funds Intl Gr and Inc529-F-3 Foreign Large Blend American Funds $0.00 0.03% $15.07 Billion - - -
NMFQS:FGGGX American Funds Intl Gr and Inc529-F-2 Foreign Large Blend American Funds $0.00 0.03% $15.07 Billion - - -
NMFQS:FSAMX Strategic Advisers Emerging Markets Fund Diversified Emerging Mkts Fidelity Investments $15.31 0.02% $14.98 Billion - 0.49% -
NMFQS:FNKLX Fidelity Series Value Discovery Fund Large Value Fidelity Investments $17.57 0.02% $14.93 Billion - - -
NMFQS:FLCPX Fidelity SAI U.S. Large Cap Index Fund Large Blend Fidelity Investments $27.53 0.01% $14.92 Billion - 0.02% -
NMFQS:FKTQX Franklin California Tax Free Income Fund Class R6 Muni California Long Franklin Templeton Investments $6.77 0.00% $14.90 Billion - 0.47% -
NMFQS:FCAVX Franklin California Tax Free Income Fund Advisor Class Muni California Long Franklin Templeton Investments $6.76 0.00% $14.90 Billion - 0.51% -
NMFQS:FSBDX Fidelity Series Blue Chip Growth Fund Large Growth Fidelity Investments $23.02 0.00% $14.89 Billion - - -
NMFQS:DODBX Dodge & Cox Balanced Fund Class I Allocation--50% to 70% Equity Dodge & Cox $13.77 0.02% $14.88 Billion - 0.52% -
NMFQS:TRDBX T. Rowe Price Retirement 2020 I Target-Date 2020 T. Rowe Price $0.00 0.03% $14.86 Billion - - -
NMFQS:FAGIX Fidelity Capital & Income Fund High Yield Bond Fidelity Investments $11.02 0.05% $14.83 Billion - 0.90% -
NMFQS:INGXX Legg Mason Partners Institutional Trust - Western Asset Institutional Government Reserves - - $0.00 0.04% $14.82 Billion - - -
NMFQS:MUTHX Franklin Mutual Shares Fund Class Z Allocation--85%+ Equity Franklin Templeton Investments $26.62 0.02% $14.82 Billion - 0.75% -
NMFQS:TESRX Franklin Mutual Shares R Allocation--85%+ Equity Franklin Templeton Investments $25.92 0.01% $14.82 Billion - 1.25% -
NMFQS:FMSHX Franklin Mutual Shares Fund Class R6 Allocation--85%+ Equity Franklin Templeton Investments $26.57 0.02% $14.82 Billion - 0.70% -

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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