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
NFIAX	Neuberger Berman Floating Rate Income Fund	Bank Loan	Dec 28, 2009	0.97%	-0.72%	4.48%	6.24%	89
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	Feb 28, 2005	0.02%	1.19%	9.05%	9.58%	35
NFJEX	Virtus NFJ Dividend Value Fund	Large Cap Value Equities	May 8, 2000	0.70%	4.36%	8.61%	11.98%	27
NGJFX	Nuveen Global Real Estate Securities Fund	REIT	Mar 19, 2018	0.95%	2.46%	—	2.67%	20
NGREX	Northern Global Real Estate Index Fund	REIT	Jul 25, 2006	0.47%	2.77%	3.66%	3.67%	27
NGRRX	Nuveen International Value Fund	Foreign Large Cap Equities	Dec 19, 1999	0.89%	0.85%	8.50%	0.23%	67
NGUAX	Neuberger Berman Guardian Fund	Large Cap Growth Equities	Jun 1, 1950	0.82%	-7.85%	14.63%	13.48%	23
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	Dec 31, 1998	0.60%	-0.02%	5.58%	6.97%	87
NHINX	Neuberger Berman High Income Bond Fund	High Yield Bonds	Jan 31, 1992	0.85%	-0.78%	4.74%	5.96%	81
NHMAX	Nuveen High Yield Municipal Bond Fund Class A	High Yield Muni	Jun 7, 1999	2.00%	0.67%	3.47%	5.94%	11
NHMFX	Nuveen High Yield Municipal Bond Fund Class R6	High Yield Muni	Jun 30, 2016	0.69%	0.73%	—	6.21%	11
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	Jun 6, 1999	0.52%	0.65%	3.78%	6.17%	11
NHS	Neuberger Berman High Yield Strategies Fund	High Yield Bonds	Jul 28, 2003	4.14%	-9.33%	6.21%	16.71%	3
NICSX	Nicholas Fund	Large Cap Growth Equities	Jul 14, 1969	0.71%	-7.27%	10.71%	9.94%	4
NIE	Virtus Equity & Convertible Income Fund	Derivative Income	Feb 27, 2007	1.12%	-3.44%	13.23%	10.72%	45
NIFAX	Nationwide Inflation-Protected Securities Fund	Inflation-Protected Bonds	Sep 16, 2012	0.72%	0.56%	2.51%	3.69%	23
NILTX	Neuberger Berman International Select Fund	Foreign Large Cap Equities	Jul 31, 2006	1.19%	-2.83%	5.97%	0.00%	8
NIM	Nuveen Select Maturities Municipal Fund	Municipal Bonds	Sep 18, 1992	0.03%	1.23%	2.05%	3.65%	12
NINDX	Columbia Large Cap Index Fund	Large Cap Blend Equities	Dec 15, 1993	0.20%	-3.57%	13.97%	28.15%	45
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	May 10, 2010	1.01%	5.19%	11.20%	4.04%	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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