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
NEEGX	Needham Growth Fund	Mid Cap Growth Equities	Jan 2, 1996	1.78%	18.16%	13.05%	6.41%	82
NEFFX	American Funds The New Economy Fund® Class F-2	Global Equities	Aug 1, 2008	0.52%	-3.98%	13.95%	10.28%	79
NEFHX	Loomis Sayles High Income Fund	High Yield Bonds	Feb 22, 1984	1.01%	-0.50%	4.83%	4.47%	53
NEFJX	Natixis Funds Trust I Vaughan Nelson Small Cap Val...	Small Cap Blend Equities	Dec 31, 1996	1.25%	3.10%	10.11%	5.65%	28
NEFLX	Loomis Sayles Limited Term Government And Agency F...	Government Bonds	Jan 2, 1989	0.69%	-0.02%	1.40%	2.90%	89
NEFOX	Natixis Funds Trust II Oakmark Fund	Large Cap Value Equities	May 6, 1931	1.05%	-2.57%	13.52%	7.33%	13
NEFRX	Loomis Sayles Core Plus Bond Fund	Intermediate Core-Plus Bond	Nov 7, 1973	0.71%	-0.12%	2.30%	3.62%	47
NEFSX	Natixis Funds Trust I U.S. Equity Opportunities Fu...	Large Cap Growth Equities	Jul 7, 1994	1.14%	-6.88%	14.56%	6.36%	15
NEFZX	Loomis Sayles Strategic Income Fund	Multisector Bonds	Apr 30, 1995	0.95%	-1.20%	3.44%	3.74%	55
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	Apr 1, 2003	1.46%	5.94%	9.32%	0.72%	85
NELIX	Nuveen Equity Long/Short Fund	Long-Short	Dec 29, 2008	1.35%	-1.41%	9.54%	3.86%	51
NEMIX	Neuberger Berman Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 7, 2008	1.23%	3.43%	7.45%	0.02%	91
NEMUX	Nebraska Municipal Fund	Municipal Bonds	Nov 16, 1993	0.98%	0.11%	0.77%	3.02%	22
NEQIX	Neuberger Berman U.S. Equity Impact Fund	Mid Cap Blend Equities	Mar 22, 2021	0.90%	—	—	38.25%	—
NESGX	Needham Small Cap Growth Fund	Small Cap Growth Equities	May 22, 2002	1.85%	19.45%	15.32%	0.00%	83
NESIX	Needham Small Cap Growth Fund Institutional	Small Cap Growth Equities	Dec 30, 2016	1.18%	19.63%	—	0.00%	84
NEWFX	American Funds New World Fund	Emerging Markets Diversified	Jun 16, 1999	0.96%	-0.48%	9.45%	5.73%	71
NEXTX	Shelton Green Alpha Fund	Mid Cap Growth Equities	Mar 12, 2013	1.16%	4.88%	10.92%	0.19%	54
NFEPX	Columbia Large Cap Growth Opportunity Fund	Large Cap Growth Equities	Dec 31, 1997	0.80%	-8.74%	13.74%	5.57%	28
NFFFX	American Funds New World Fund	Emerging Markets Equities	Jun 17, 1999	0.68%	-0.42%	9.77%	6.03%	72

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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