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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Nuveen Maryland Municipal Bond FundMunicipal BondsFeb 27, 19920.58%
0.32%
2.21%
3.74%
24
Northern Active M Emerging Market Equity FundEmerging Markets DiversifiedNov 18, 20081.10%
6.37%
8.42%
1.81%
89
Northern Multi-Manager Global Real Estate FundREITNov 18, 20080.92%
2.09%
3.44%
2.74%
14
Nuveen New Jersey Municipal Bond FundMunicipal BondsFeb 27, 19920.59%
0.17%
2.31%
3.37%
28
Columbia Mid Cap Index FundMid Cap Blend EquitiesMar 31, 20000.20%
3.45%
10.02%
9.03%
31
Nuveen Minnesota Quality Municipal Income FundMunicipal BondsJun 25, 19930.03%
5.33%
2.10%
6.86%
37
Columbia Small Cap Index FundSmall Cap Blend EquitiesOct 15, 19960.20%
4.40%
9.78%
11.60%
37
Nuveen Massachusetts Quality Municipal Income FundMunicipal BondsJan 12, 19930.04%
9.27%
2.72%
6.59%
33
Allspring Minnesota Tax-Free FundMunicipal BondsJan 11, 19880.85%
-0.01%
1.90%
3.66%
50
Nuveen Municipal Total Return Managed AccountsMunicipal BondsMay 30, 20070.05%
0.28%
2.31%
4.18%
29
Neuberger Berman Municipal Intermediate Bond FundMunicipal BondsJul 8, 19870.45%
0.11%
1.72%
2.86%
54
Neuberger Berman Multi-Cap Opportunities FundLarge Cap Blend EquitiesNov 2, 20060.82%
-3.59%
12.25%
0.72%
28
Nuveen Municipal High Income Opportunity FundHigh Yield MuniNov 19, 20031.50%
3.29%
2.87%
7.61%
6
Nuveen New York Municipal Value FundMunicipal BondsOct 7, 19870.03%
0.87%
2.02%
4.14%
26
Northern Arizona Tax Exempt FundMunicipal BondsSep 30, 19990.46%
0.27%
1.46%
3.98%
42
Northern Bond Index FundIntermediate Core BondFeb 27, 20070.07%
0.19%
1.24%
3.96%
39
Northern Core Bond FundIntermediate Core BondMar 29, 20010.42%
0.13%
1.32%
4.31%
42
Northern Emerging Markets Equity Index FundEmerging Markets DiversifiedApr 24, 20060.22%
3.86%
7.92%
2.43%
82
Northern Fixed Income FundIntermediate Core-Plus BondMar 31, 19940.45%
0.29%
1.71%
4.45%
51
Natixis Funds Trust I Oakmark International FundForeign Large Cap EquitiesDec 14, 20101.15%
-6.40%
6.31%
3.32%
32

Rows per page

4741–4760 of 7475

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.

0%Annualized Volatility0%Annualized Return

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