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
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	Mar 31, 1994	0.49%	-1.26%	12.65%	8.08%	50
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	Mar 30, 1994	0.51%	3.35%	9.05%	0.75%	86
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	Mar 22, 2005	0.10%	1.99%	8.92%	3.50%	65
NOITX	Northern Intermediate Tax Exempt Fund	Municipal Bonds	Mar 30, 1994	0.45%	0.23%	1.77%	3.71%	60
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	Dec 16, 2005	0.45%	-2.75%	13.70%	8.82%	59
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	Aug 3, 2000	0.57%	2.48%	10.81%	4.58%	49
NOM	Nuveen Missouri Quality Municipal Income Fund	Municipal Bonds	May 20, 1993	—	-4.56%	0.55%	6.83%	23
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	Mar 22, 2005	0.10%	3.46%	10.52%	6.70%	28
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	Mar 31, 1994	1.00%	6.07%	8.05%	41.47%	49
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	Oct 7, 1996	0.05%	-3.54%	14.11%	3.05%	46
NOTEX	Northern Tax Exempt Fund	Municipal Bonds	Mar 30, 1994	0.45%	0.43%	1.59%	4.23%	45
NOUGX	Northern U.S. Government Fund	Government Bonds	Mar 30, 1994	0.42%	0.02%	0.82%	3.53%	22
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	Apr 28, 2021	5.08%	2.82%	—	12.58%	19
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	Dec 15, 2021	—	-0.39%	—	10.63%	25
NPHIX	American Century High Income Fund	High Yield Bonds	Dec 27, 2012	0.58%	-0.71%	5.73%	6.27%	83
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	Jan 20, 1975	0.79%	6.98%	13.46%	6.00%	80
NPSGX	Nicholas Partners Small Cap Growth Fund	Small Cap Growth Equities	Jan 16, 2019	1.13%	5.59%	—	4.27%	79
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	Dec 18, 2006	0.74%	-0.83%	5.33%	5.91%	89
NPV	Nuveen Virginia Quality Municipal Income Fund	Municipal Bonds	Mar 18, 1993	1.51%	4.39%	2.40%	7.17%	6
NQCFX	Northquest Capital Fund	Large Cap Growth Equities	Jan 15, 2002	1.47%	-0.07%	9.66%	1.53%	18

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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