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
NUSFX	Northern Ultra-Short Fixed Income Fund	Ultrashort Bond	Jun 18, 2009	0.28%	0.84%	2.35%	4.56%	99
NUSIX	Navigator Ultra Short Term Bond Fund	Ultrashort Bond	Mar 21, 2019	0.71%	0.86%	—	4.19%	100
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	Apr 8, 1987	0.52%	1.41%	2.52%	4.29%	55
NUVBX	Nuveen Intermediate Duration Municipal Bond Fund	Municipal Bonds	Nov 28, 1976	0.44%	0.07%	2.34%	3.39%	40
NUW	Nuveen AMT-Free Municipal Value Fund	Municipal Bonds	Feb 25, 2009	—	1.51%	1.80%	4.05%	46
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	Jan 31, 2013	0.55%	0.80%	3.26%	5.09%	21
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	May 15, 2009	0.83%	-10.68%	15.60%	25.14%	12
NWAQX	Nationwide Destination 2065 Fund	Target Retirement Date	Feb 27, 2020	0.60%	-1.22%	—	6.62%	58
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	Jan 24, 2021	0.74%	8.83%	—	4.73%	9
NWCIX	Nationwide BNY Mellon Core Plus Bond ESG Fund	Intermediate Core-Plus Bond	Jul 17, 1992	0.46%	0.10%	2.27%	4.33%	47
NWESX	Nationwide Destination Retirement Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.73%	5.12%	3.86%	67
NWFFX	American Funds New World Fund Class F-1	Emerging Markets Diversified	Jun 17, 1999	0.96%	-0.49%	9.46%	5.78%	72
NWGSX	Nationwide WCM Focused Small Cap Fund	Small Cap Blend Equities	Mar 1, 2007	0.89%	-7.17%	7.10%	27.66%	3
NWHFX	Nationwide Bailard Cognitive Value Fund	Small Cap Value Equities	May 30, 2001	1.00%	6.83%	10.00%	10.84%	60
NWHLX	Nationwide Bailard International Equities Fund	Foreign Large Cap Equities	Sep 4, 1979	0.93%	4.20%	8.45%	7.96%	82
NWHQX	Nationwide Bailard Technology and Science Fund	Technology Equities	May 29, 2001	0.92%	-10.00%	17.97%	13.01%	16
NWHVX	Nationwide Geneva Mid Cap Growth Fund	Mid Cap Growth Equities	Jan 4, 1999	1.07%	-8.97%	8.51%	8.75%	1
NWISX	Nationwide Destination 2030 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.69%	7.03%	7.61%	66
NWJCX	Nationwide NYSE Arca Tech 100 Index Fund	Technology Equities	Jun 9, 1996	0.65%	3.51%	17.72%	4.17%	71
NWJJX	Nationwide Loomis Core Bond Fund	Intermediate Core Bond	Feb 15, 1984	0.73%	-0.18%	1.70%	3.81%	26

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.

Loading graphics...

Time Period