Mutual Fund Screener

Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	Jul 1, 1999	0.84%	1.49%	9.12%	16.17%	7
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	Sep 27, 1988	0.99%	1.44%	8.95%	16.13%	7
NBGPX	Columbia Capital Allocation Moderate Aggressive Po...	Diversified Portfolio	Oct 14, 1996	0.14%	-1.27%	8.50%	7.95%	70
NBHIX	Neuberger Berman Equity Income Fund	Large Cap Value Equities	Nov 2, 2006	0.70%	4.97%	9.61%	1.52%	53
NBIIX	Neuberger Berman International Equity Fund	Foreign Large Cap Equities	Jun 16, 2005	0.87%	-2.95%	6.22%	0.00%	6
NBMAX	Nuveen Massachusetts Municipal Bond Fund	Municipal Bonds	Dec 21, 1986	0.57%	0.47%	1.75%	3.61%	25
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	Oct 20, 1998	1.28%	-1.23%	13.58%	6.82%	35
NBNGX	SIT Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 2, 1982	1.25%	-1.80%	14.86%	3.45%	37
NBRFX	Neuberger Berman Real Estate Fund	REIT	May 1, 2002	1.39%	5.94%	5.92%	1.91%	5
NBRVX	Neuberger Berman Mid Cap Intrinsic Value Fund	Mid Cap Value Equities	Jun 1, 1999	1.49%	1.22%	6.87%	11.10%	38
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	Mar 16, 1994	0.85%	-3.14%	13.05%	2.43%	43
NBSSX	Neuberger Berman Focus Fund	Global Equities	Oct 18, 1955	0.89%	-6.88%	10.20%	10.51%	33
NBXG	Neuberger Berman Next Generation Connectivity Fund	Technology Equities	May 25, 2021	1.37%	-6.27%	—	10.02%	23
NCA	Nuveen California Municipal Value Fund	Municipal Bonds	Oct 7, 1987	0.03%	4.56%	2.08%	3.76%	38
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	Apr 7, 1997	0.45%	0.20%	1.58%	3.74%	38
NCBGX	New Covenant Balanced Growth Fund	Diversified Portfolio	Jun 30, 1999	0.13%	-2.10%	8.18%	9.21%	51
NCBIX	New Covenant Balanced Income Fund	Diversified Portfolio	Jun 30, 1999	0.15%	-1.17%	5.41%	6.22%	67
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	Mid Cap Value Equities	Aug 19, 1998	1.95%	4.82%	7.05%	0.65%	51
NCEGX	The North Country Large Cap Equity Fund	Large Cap Growth Equities	Mar 1, 2001	0.99%	-6.70%	13.84%	3.03%	22
NCGFX	New Covenant Growth Fund	Large Cap Blend Equities	Jul 1, 1999	0.97%	-3.59%	12.46%	9.96%	41

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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