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
NWJVX	Nationwide Loomis Short Term Bond Fund	Short-Term Bond	Nov 2, 2004	0.49%	-0.05%	2.61%	3.95%	94
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	Jun 12, 2009	0.94%	-3.77%	8.96%	2.72%	2
NWLSX	Nationwide Destination 2035 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.96%	7.80%	8.55%	63
NWMSX	Nationwide Destination 2040 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.97%	8.00%	8.82%	62
NWNSX	Nationwide Destination 2045 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-1.05%	8.99%	10.01%	60
NWOSX	Nationwide Destination 2050 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-1.17%	9.22%	9.28%	60
NWQIX	Nuveen Flexible Income Fund	Diversified Portfolio	Dec 8, 2009	0.70%	1.33%	5.55%	6.10%	96
NWWVX	Nationwide Destination 2060 Fund	Target Retirement Date	Nov 27, 2014	0.38%	-1.16%	9.43%	9.22%	60
NWXEX	Nationwide Strategic Income A	Multisector Bonds	Nov 2, 2015	0.99%	1.09%	6.72%	4.80%	99
NWXHX	Nationwide Amundi Strategic Income Fund	Multisector Bonds	Nov 1, 2015	0.61%	1.06%	7.01%	5.08%	99
NWXVX	Nationwide International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 28, 2016	1.03%	2.99%	—	11.66%	91
NWZNX	Nationwide Loomis All Cap Growth Fund	Large Cap Growth Equities	May 31, 2017	1.07%	-10.92%	—	9.69%	12
NXG	NXG NextGen Infrastructure Income Fund	Global Equity Income	Sep 28, 2012	1.00%	8.87%	—	12.06%	48
NXJ	Nuveen New Jersey Quality Municipal Income Fund	Municipal Bonds	Mar 28, 2001	—	-0.67%	3.86%	7.65%	69
NYAAX	American Funds Tax-Exempt Fund of New York	Municipal Bonds	Oct 31, 2010	0.61%	0.13%	1.85%	3.24%	19
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	Feb 17, 1969	0.89%	0.10%	12.65%	11.45%	65
NZF	Nuveen Municipal Credit Income Fund	Municipal Bonds	Mar 21, 2001	1.89%	-0.05%	3.81%	7.73%	24
OAAYX	Invesco Active Allocation Fund	Diversified Portfolio	Apr 4, 2005	0.23%	-0.07%	7.92%	5.31%	61
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	Oct 31, 1995	0.83%	-2.88%	8.86%	2.27%	15
OAKCX	Oakmark Bond Fund Investor Class	Multisector Bonds	Jan 28, 2022	0.74%	0.18%	—	4.68%	58

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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