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
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	Dec 15, 2006	0.74%	6.08%	13.48%	6.88%	77
NQGIX	Nuveen Global Equity Income Fund	Global Equities	Sep 14, 2009	0.85%	2.79%	9.59%	1.77%	82
NQP	Nuveen Pennsylvania Quality Municipal Income	Municipal Bonds	Feb 21, 1991	1.27%	1.71%	3.24%	7.89%	76
NQVRX	Nuveen Multi Cap Value Fund	Mid Cap Value Equities	Nov 4, 1997	1.00%	4.14%	12.46%	1.80%	57
NRFYX	Natixis Funds Trust IV AEW Global Focused Real Est...	REIT	Aug 30, 2000	0.90%	3.30%	3.64%	3.15%	19
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	Sep 12, 2011	0.91%	3.23%	5.94%	6.26%	79
NRK	Nuveen New York AMT Free Quality Municipal Income	Municipal Bonds	Nov 21, 2002	2.16%	4.87%	2.54%	7.98%	36
NRMGX	Neuberger Berman Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Mar 15, 2013	0.58%	-3.68%	12.31%	23.96%	12
NRO	Neuberger Berman Real Estate Securities Income Fun...	REIT	Oct 29, 2003	—	-1.27%	5.26%	12.87%	4
NSBDX	North Star Bond Fund	Nontraditional Bonds	Dec 18, 2014	1.63%	0.00%	2.35%	4.16%	59
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	Mar 28, 2006	0.67%	-2.27%	12.47%	9.18%	18
NSCRX	Nuveen Small-Cap Value Opportunities Fund	Small Cap Blend Equities	Dec 8, 2004	0.94%	3.80%	9.93%	8.75%	33
NSDVX	North Star Dividend Fund	Small Cap Value Equities	May 31, 2013	1.37%	8.77%	6.96%	3.04%	17
NSEIX	Nicholas Equity Income Fund	Large Cap Value Equities	Nov 23, 1993	0.70%	0.82%	9.87%	10.76%	41
NSEPX	Columbia Select Large Cap Equity Fund	Large Cap Blend Equities	Oct 2, 1998	0.55%	-5.23%	13.59%	3.19%	35
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	Sep 30, 1999	0.62%	3.39%	10.03%	15.33%	45
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	Sep 3, 1999	0.10%	2.26%	9.90%	1.54%	51
NSIOX	Nuveen Strategic Municipal Opportunities Fund	High Yield Muni	Dec 15, 2014	0.56%	0.24%	3.15%	4.62%	15
NSITX	Northern Limited Term Tax-Exempt Fund	Municipal Bonds	Aug 21, 2007	0.45%	0.29%	1.42%	2.79%	55
NSIUX	Northern Limited Term U.S. Government Fund	Government Bonds	Sep 30, 1999	0.42%	0.14%	1.06%	3.39%	81

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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