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Mutual Fund Screener

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10 Year

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1 Year

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3 Year

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5 Year

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10 Year

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Expense Ratio

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No load funds only

No 12-B1 fees

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Overview

This is a list of all mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.

Returns

This list includes historical return information for all mutual funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for all mutual funds.

Fees

This list includes all management costs and other fee information for all mutual funds.

Manager

The table below illustrates valuable information regarding the fund manager for all mutual funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is included in this table.

Symbol Name Net Assets ($M USD) YTD IRA Min Standard Min Dividend Yield Expense Ratio
/funds/vstsx-vanguard-total-stock-mkt-idx-instl-sel/ /funds/vstsx-vanguard-total-stock-mkt-idx-instl-sel/ $823,609.12 13.84% N/A $5,000,000,000 1.53% 0.01%
/funds/vitsx-vanguard-total-stock-market-idx-i/ /funds/vitsx-vanguard-total-stock-market-idx-i/ $823,609.12 13.85% N/A $5,000,000 1.52% 0.03%
/funds/vtsax-vanguard-total-stock-mkt-idx-adm/ /funds/vtsax-vanguard-total-stock-mkt-idx-adm/ $823,609.12 13.83% N/A $3,000 1.51% 0.04%
/funds/vtsmx-vanguard-total-stock-mkt-idx-inv/ /funds/vtsmx-vanguard-total-stock-mkt-idx-inv/ $823,609.12 13.80% $3,000 $3,000 1.44% 0.14%
/funds/vsmpx-vanguard-total-stock-mkt-idx-instl-pls/ /funds/vsmpx-vanguard-total-stock-mkt-idx-instl-pls/ $823,609.12 13.83% N/A $100,000,000 1.52% 0.02%
/funds/vffsx-vanguard-500-index-institutional-select/ /funds/vffsx-vanguard-500-index-institutional-select/ $491,898.41 13.84% N/A $5,000,000,000 1.52% 0.01%
/funds/vfiax-vanguard-500-index-admiral/ /funds/vfiax-vanguard-500-index-admiral/ $491,898.41 13.84% N/A $3,000 1.50% 0.04%
/funds/vfinx-vanguard-500-index-investor/ /funds/vfinx-vanguard-500-index-investor/ $491,898.41 13.83% $3,000 $3,000 1.43% 0.14%
/funds/vtiax-vanguard-total-intl-stock-index-admiral/ /funds/vtiax-vanguard-total-intl-stock-index-admiral/ $376,565.67 4.93% $10,000 $3,000 1.86% 0.11%
/funds/vtisx-vanguard-total-intl-stock-idx-instl-sel/ /funds/vtisx-vanguard-total-intl-stock-idx-instl-sel/ $376,565.67 4.97% N/A $3,000,000,000 1.89% 0.04%
/funds/vgtsx-vanguard-total-intl-stock-index-inv/ /funds/vgtsx-vanguard-total-intl-stock-index-inv/ $376,565.67 4.94% $3,000 $0 1.81% 0.17%
/funds/vtsnx-vanguard-total-intl-stock-index-i/ /funds/vtsnx-vanguard-total-intl-stock-index-i/ $376,565.67 4.94% $5,000,000 $5,000,000 1.88% 0.08%
/funds/vtpsx-vanguard-total-intl-stock-idx-instlpls/ /funds/vtpsx-vanguard-total-intl-stock-idx-instlpls/ $376,565.67 4.94% $100,000,000 $100,000,000 1.88% 0.07%
/funds/vbtlx-vanguard-total-bond-market-index-adm/ /funds/vbtlx-vanguard-total-bond-market-index-adm/ $232,159.32 7.08% N/A $3,000 1.58% 0.05%
/funds/vtbsx-vanguard-total-bond-market-idx-instl-sel/ /funds/vtbsx-vanguard-total-bond-market-idx-instl-sel/ $232,159.32 7.08% N/A $3,000,000,000 1.61% 0.01%
/funds/vbtix-vanguard-total-bond-market-index-i/ /funds/vbtix-vanguard-total-bond-market-index-i/ $232,159.32 7.08% N/A $5,000,000 1.59% 0.04%
/funds/vbmfx-vanguard-total-bond-market-index-inv/ /funds/vbmfx-vanguard-total-bond-market-index-inv/ $232,159.32 7.08% $3,000 $3,000 1.53% 0.15%
/funds/vbmpx-vanguard-total-bond-market-idx-instlpls/ /funds/vbmpx-vanguard-total-bond-market-idx-instlpls/ $232,159.32 7.08% N/A $100,000,000 1.60% 0.03%
/funds/vinix-vanguard-institutional-index-i/ /funds/vinix-vanguard-institutional-index-i/ $231,428.77 13.61% N/A $5,000,000 0.53% 0.04%
/funds/viiix-vanguard-institutional-index-instl-pl/ /funds/viiix-vanguard-institutional-index-instl-pl/ $231,428.77 13.61% N/A $100,000,000 0.53% 0.02%
Symbol Name YTD 1 Year 3 Years 5 Years 10 Years Inception Date
Symbol Name Stocks Bonds Convertible Bonds Preferred Stocks Cash
Symbol Name Expense Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Symbol Name YTD Primary Manager Start Date Tenure (yrs) Tenure Rank