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
NSIVX	North Square Altrinsic International Equity Fund	Foreign Large Cap Equities	Dec 3, 2020	0.97%	-0.42%	—	11.04%	38
NSMIX	Columbia Short Term Municipal Bond Fund	Municipal Bonds	Oct 6, 1993	0.39%	0.16%	1.63%	2.88%	79
NSMRX	Nuveen Small/Mid Cap Value Fund	Small Cap Blend Equities	Dec 15, 2006	1.05%	3.11%	11.39%	6.68%	38
NSMVX	North Star Micro Cap Fund	Small Cap Blend Equities	May 31, 2013	1.30%	2.93%	9.06%	3.61%	17
NSOIX	North Star Opportunity Fund	Diversified Portfolio	Dec 14, 2011	1.30%	-3.29%	8.16%	6.30%	39
NSRIX	Northern Global Sustainability Index Fund	Global Equities	Mar 4, 2008	0.29%	-3.55%	11.87%	5.87%	55
NSTAX	Neuberger Berman Strategic Income Fund Class A	Multisector Bonds	Dec 20, 2007	0.98%	-0.89%	3.63%	4.76%	67
NSTLX	Neuberger Berman Strategic Income Fund	Multisector Bonds	Jul 10, 2003	0.59%	-0.83%	4.12%	5.10%	71
NSTMX	Columbia Short Term Bond Fund	Short-Term Bond	Sep 30, 1992	0.46%	0.23%	2.51%	4.29%	97
NSVAX	Columbia Small Cap Value Fund II	Small Cap Value Equities	May 1, 2002	1.02%	5.84%	9.69%	15.02%	50
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	Jun 18, 2009	0.25%	0.57%	1.57%	3.04%	97
NTBIX	Navigator Tactical Fixed Income Fund	Nontraditional Bonds	Mar 26, 2014	0.95%	-0.50%	4.49%	4.63%	8
NTDSX	Nationwide Destination 2055 Fund	Target Retirement Date	Dec 26, 2010	0.38%	-1.10%	9.36%	10.32%	60
NTFIX	Dupree North Carolina Tax-Free Income Series	Municipal Bonds	Nov 14, 1995	0.68%	-0.28%	2.45%	2.23%	22
NTHEX	Northeast Investors Trust	High Yield Bonds	Mar 1, 1950	1.83%	-0.27%	5.23%	4.63%	86
NTIIX	Navigator Tactical Investment Grade Bond Fund	Nontraditional Bonds	Aug 30, 2021	1.01%	-1.34%	—	4.29%	4
NTKLX	Voya Multi-Manager International Small Cap Fund	Foreign Small & Mid Cap Equities	Aug 30, 1994	1.53%	3.46%	9.58%	8.08%	90
NTNYX	Nuveen New York Municipal Bond Fund	Municipal Bonds	Dec 21, 1986	0.55%	0.63%	2.04%	4.20%	22
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	Oct 2, 2017	0.39%	-4.26%	—	13.29%	33
NUGIX	Nuveen Global Dividend Growth Fund	Global Equities	Jun 10, 2012	0.89%	-2.41%	9.08%	11.73%	24

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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