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
NIPAX	Columbia Capital Allocation Moderate Conservative ...	Diversified Portfolio	Oct 14, 1996	0.16%	-1.14%	5.26%	3.48%	66
NISYX	American Beacon NIS Core Plus Bond Fund	Intermediate Core-Plus Bond	Sep 9, 2020	0.53%	-0.23%	—	4.09%	36
NJTFX	T. Rowe Price New Jersey Tax Free Bond Fund	Municipal Bonds	Apr 29, 1991	0.56%	0.93%	2.56%	6.41%	67
NKX	Nuveen California AMT-Free Quality Municipal Incom...	Municipal Bonds	Jul 29, 2002	0.04%	-2.15%	2.25%	7.63%	6
NLCAX	Voya Large-Cap Growth Fund	Large Cap Growth Equities	Jul 21, 1997	0.97%	-9.67%	13.58%	17.89%	18
NLSIX	Neuberger Berman Long Short Fund	Long-Short	Dec 28, 2011	1.28%	-2.14%	6.55%	0.05%	26
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	Nov 22, 2021	2.91%	-0.81%	—	9.68%	37
NMANX	Neuberger Berman Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 1, 1979	0.83%	-3.75%	11.30%	24.00%	11
NMAVX	Nuance Mid Cap Value Fund	Mid Cap Value Equities	Dec 31, 2013	1.22%	2.33%	7.78%	0.97%	23
NMCIX	Voya MidCap Opportunities Fund	Mid Cap Growth Equities	Aug 20, 1998	0.93%	-6.71%	10.43%	14.96%	4
NMCO	Nuveen Municipal Credit Opportunities Fund	High Yield Muni	Apr 18, 2019	0.04%	6.13%	—	7.72%	17
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	Sep 17, 2012	0.96%	9.37%	7.83%	5.55%	88
NMHIX	Neuberger Berman Municipal High Income Fund	High Yield Muni	Jun 21, 2015	0.52%	0.33%	2.40%	3.67%	24
NMHYX	Northern Multi-Manager High Yield Opportunity Fund	High Yield Bonds	Sep 23, 2009	0.87%	0.07%	5.74%	7.52%	82
NMI	Nuveen Municipal Income Fund, Inc.	Municipal Bonds	Apr 20, 1998	0.72%	4.19%	2.13%	4.46%	24
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	Jun 22, 2006	0.84%	1.16%	9.70%	10.32%	69
NMIIX	Neuberger Berman Municipal Impact Fund	Municipal Bonds	Mar 10, 2013	0.43%	-0.04%	1.44%	2.75%	44
NMIMX	Columbia Large Cap Enhanced Core Fund	Large Cap Blend Equities	Jul 31, 1996	0.58%	-4.57%	13.74%	13.68%	42
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	Dec 27, 2020	0.28%	0.39%	—	4.22%	44
NML	Neuberger Berman MLP	MLPs, Energy Equities	Mar 26, 2013	2.72%	21.16%	12.82%	6.93%	31

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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