Mutual Fund Screener

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Available
Criteria
Selected
Criteria

Criteria
Profile
Total Return Performance
Risk Analysis
Portfolio
Lipper Leaders
Asset Class

A group of securities that follow the same rules and regulations and behave similarly in the market place.

Fund Classification

A one to four character code that identifies the fund's Lipper classification. The US Diversified Equity funds have portfolio-based classifications, whereas all other funds have prospectus based investment objectives.

Fund Family

The NASDAQ-provided fund family name under which funds belonging to are grouped and listed in the newspapers and other media.

Load Type

A load is a sales charge paid by an investor when purchasing shares in a mutual fund. The codes used are: FL (Front-End Load); BL (Back-End Load); IL (Institutional Load); LL (Level Load); NL (No Load)

Minimum Investment

The minimum dollar amount required for an initial investment in a fund.

Total Net Assets ($)

Total Net Assets for the latest month-end.

Total Expense Ratio (%)

The total fees and expenses charged by a fund for all the various services needed to run the fund.

Current Dividend Yield

Returns the dividend yield for the period and date(s) requested in local currency by default. This is calculated as Dividends Per Share divided by Price Close, multiplied by 100.

Inception Date

The date on which a fund begins to trade.

Manager Tenure

The year in which a particular fund manager began managing a fund's portfolio.

Fund Status

This field filters all mutual funds that are open to new investors.

Index Funds

This field filters all mutual funds to only return those that are index funds and not actively managed funds.

Profile
Asset Class
Equity
Mixed Equity
Fixed Income
Money Market
 
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Total Matches
Profile
Fund Classification
A - E 
F - J 
K - O 
P - T 
U - Z 
Absolute Return Bond Funds
Absolute-Return Funds
Alternative Active Extensio...
Alternative Credit Focus Funds
Alternative Currency Strate...
Alternative Equity Market N...
Alternative Event Driven Funds
Alternative Global Macro Funds
Alternative Long/Short Equi...
Alternative Managed Futures...
Alternative Multi-Strategy ...
Basic Materials Funds
California Intermediate Mun...
California Municipal Debt
California Short-Intermedia...
California Tax-Exempt Money...
China Region
Commodities Agriculture Funds
Commodities Base Metals Funds
Commodities Energy Funds
Commodities General Funds
Commodities Precious Metals...
Commodities Specialty Funds
Consumer Goods Funds
Consumer Services Funds
Convertible Securities
Core Bond Funds
Corporate Debt Funds A-Rated
Corporate Debt Funds BBB-Rated
Dedicated Short Bias
Emerging Markets
Emerging Markets Local Curr...
Emerging Markets Mixed-Asse...
Emerging Mrkts Hard Currenc...
Energy MLP Funds
Equity Income
Equity Leveraged Funds
European Region
Financial Services
Flexible Income
Flexible Portfolio
Frontier Markets Funds
General & Insured Municipal...
General Bond
General US Government
General US Treasury
Global Equity Income Funds
Global Financial Services F...
Global Health/Biotechnology...
Global High Yield Funds
Global Income
Global Infrastrucure Funds
Global Large-Cap Core
Global Large-Cap Growth
Global Large-Cap Value
Global Multi-Cap Core
Global Multi-Cap Growth
Global Multi-Cap Value
Global Natural Resources Funds
Global Real Estate Funds
Global Science/Technology F...
Global Small-/Mid-Cap Funds
GNMA
Health/Biotechnology
High Yield Funds
High Yield Municipal Debt
India Region Funds
Industrials Funds
Inflation Protected Bond Funds
Institutional Money Market
Institutional US Government...
Institutional US Treasury M...
Intermediate Municipal Debt
Intermediate US Government
International Equity Income...
International Income
International Large-Cap Core
International Large-Cap Growth
International Large-Cap Value
International Multi-Cap Core
International Multi-Cap Growth
International Multi-Cap Value
International Real Estate F...
International Small/Mid-Cap...
International Small/Mid-Cap...
International Small/Mid-Cap...
Japanese
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Latin American
Loan Participation
Maryland Municipal Debt
Massachusetts Municipal Debt
Mid-Cap Core
Mid-Cap Growth
Mid-Cap Value
Minnesota Municipal Debt
Mixed-Asset Target 2010 Funds
Mixed-Asset Target 2015 Funds
Mixed-Asset Target 2020 Funds
Mixed-Asset Target 2025 Funds
Mixed-Asset Target 2030 Funds
Mixed-Asset Target 2035 Funds
Mixed-Asset Target 2040 Funds
Mixed-Asset Target 2045 Funds
Mixed-Asset Target 2050 Funds
Mixed-Asset Target 2055 Funds
Mixed-Asset Target 2060 Funds
Mixed-Asset Target 2060+ Funds
Mixed-Asset Target Alloc Ag...
Mixed-Asset Target Allocati...
Mixed-Asset Target Allocati...
Mixed-Asset Target Allocati...
Mixed-Asset Target Today Funds
Money Market
Multi-Cap Core
Multi-Cap Growth
Multi-Cap Value
Multi-Sector Income
Natural Resources
New Jersey Municipal Debt
New York Intermediate Munic...
New York Municipal Debt
New York Tax-Exempt Money M...
Ohio Municipal Debt
Options Arbitrage/Options S...
Other States Intermediate M...
Other States Municipal Debt
Other States Short-Intermed...
Other States Tax-Exempt Mon...
Pacific Ex-Japan
Pacific Region
Pennsylvania Municipal Debt
Precious Metals Equity Funds
Real Estate
Real Return Funds
Retirement Income Funds
S&P 500 Index Funds
S&P Midcap 400 Index Funds
Science & Technology
Short High Yield Funds
Short Investment Grade Debt...
Short Municipal Debt
Short US Government
Short US Treasury
Short-Intermediate Investme...
Short-Intermediate Municipa...
Short-Intermediate US Gover...
Small-Cap Core
Small-Cap Growth
Small-Cap Value
Specialty Diversified
Specialty Fixed Income
Specialty/Miscellaneous
Tax-Exempt Money Market
Telecommunications
Ultra-Short Obligation
US Government Money Market
US Mortgage
US Treasury Money Market
Utility
Virginia Municipal Debt
 
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Profile
Total Expense Ratio (%)
< 0.5
0.5 to 1
1 to 1.5
1.5 to 2
2 >
 
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Total Matches
Total Return Performance
3 Year Total Return (%)
< 0
0 to 5
5 to 10
10 to 15
15 >
 
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Total Matches
Risk Analysis
Beta vs. S&P 500
< 0
0 to 0.5
0.5 to 1
1 to 1.5
1.5 >
 
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Total Matches