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
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
NCHRX	Nuveen California High Yield Municipal Bond Fund	Municipal Bonds	Mar 27, 2006	0.61%	0.38%	2.00%	4.63%	13
NCICX	New Covenant Income Fund	Short-Term Bond	Jul 1, 1999	0.96%	-0.09%	1.50%	2.98%	49
NCIRX	Nuveen Core Impact Bond Managed Accounts Portfolio	Intermediate Core-Plus Bond	Jul 9, 2020	0.00%	0.05%	—	4.67%	44
NCITX	Northern California Intermediate Tax-Exempt Fund	Municipal Bonds	Sep 30, 1999	0.45%	-0.36%	1.44%	3.24%	27
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	May 18, 1987	0.85%	-12.41%	6.96%	8.60%	0
NCMAX	Columbia California Intermediate Municipal Bond Fu...	Municipal Bonds	Aug 18, 2002	0.47%	-0.25%	1.84%	2.90%	55
NCOIX	Nuveen High Yield Income Fund	High Yield Bonds	Apr 28, 2010	0.74%	0.39%	6.78%	8.39%	93
NCRLX	Neuberger Berman Core Bond Fund	Intermediate Core Bond	Sep 29, 1995	0.39%	-0.15%	1.90%	4.34%	36
NCSPX	Nuveen California Municipal Bond Fund	Municipal Bonds	Jun 30, 1986	0.54%	0.68%	2.08%	3.92%	22
NCTWX	Nicholas II Fund	Mid Cap Growth Equities	Oct 17, 1983	0.59%	-7.03%	8.69%	13.38%	2
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	Mar 31, 2003	0.03%	3.56%	8.04%	10.67%	85
NCVLX	Nuance Concentrated Value Fund	Large Cap Value Equities	May 31, 2011	1.04%	1.20%	7.18%	1.73%	19
NCZ	Virtus Convertible and Income Fund II	Convertible Bonds	Jul 31, 2003	0.03%	2.62%	8.51%	10.44%	82
NDAAX	Nationwide Investor Destinations Aggressive Fund	Diversified Portfolio	Mar 29, 2000	0.53%	0.09%	9.34%	10.68%	58
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	Aug 27, 2015	0.34%	-0.07%	7.97%	5.24%	71
NDCAX	Nationwide Investor Destinations Conservative Fund	Diversified Portfolio	Mar 29, 2000	0.51%	-0.10%	3.28%	3.66%	57
NDMAX	Nationwide Investor Destinations Moderately Aggres...	Diversified Portfolio	Mar 29, 2000	0.52%	0.25%	8.34%	9.30%	62
NDVAX	MFS New Discovery Value Fund Class A	Small Cap Value Equities	May 26, 2011	1.21%	2.11%	10.09%	10.40%	13

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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