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
GBIAX	Nationwide Bond Index Fund	Intermediate Core Bond	Dec 29, 1999	0.64%	0.01%	0.92%	2.95%	13
GBLAX	American Funds Global Balanced Fund Class A	Global Allocation	Feb 1, 2011	0.80%	3.29%	6.96%	6.17%	73
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	Jul 22, 2003	0.74%	7.65%	6.66%	3.87%	96
GBONX	JPMorgan Global Bond Opportunities Fund Class R6	Global Bonds	Sep 4, 2012	0.51%	-0.33%	4.21%	4.97%	55
GBOSX	JPMorgan Global Bond Opportunities Fund	Multisector Bonds	Sep 3, 2012	0.65%	-0.36%	4.06%	4.84%	47
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	8.01%	—	2.72%	57
GCBLX	Green Century Balanced Fund	Diversified Portfolio	Mar 17, 1992	1.46%	0.06%	7.90%	4.86%	33
GCCHX	GMO Climate Change Fund	Global Equities	Apr 4, 2017	0.77%	13.78%	—	1.32%	85
GCCIX	Goldman Sachs Commodity Strategy Fund	Commodities	Mar 29, 2007	0.59%	13.63%	5.71%	14.16%	45
GCEBX	Goldman Sachs Clean Energy Income Fund Class A Sha...	Alternative Energy Equities	Jun 26, 2020	1.26%	19.84%	—	1.18%	94
GCEQX	Green Century Equity Fund Individual Investor Clas...	Large Cap Growth Equities	Sep 13, 1995	1.25%	-3.05%	13.48%	4.53%	32
GCEYX	AB Global Core Equity Portfolio	Global Equities	Nov 11, 2014	0.79%	-0.63%	8.57%	0.00%	4
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	May 1, 1997	0.54%	-7.27%	16.78%	8.08%	18
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	Aug 15, 1997	0.80%	7.98%	10.96%	7.21%	78
GCINX	Green Century MSCI International Index Fund	Foreign Large Cap Equities	Sep 30, 2016	1.28%	0.26%	—	3.99%	19
GCMFX	PIMCO California Municipal Opportunistic Value Fun...	Municipal Bonds	Nov 2, 2014	0.63%	0.67%	1.92%	3.12%	45
GCOZX	GuideStone Funds Growth Allocation Fund	Diversified Portfolio	Aug 26, 2001	0.39%	1.42%	8.63%	9.46%	51
GCPYX	Gateway Equity Call Premium Fund	Options Trading	Sep 29, 2014	0.68%	0.17%	9.24%	0.43%	32
GCSIX	Goldman Sachs Small Cap Equity Insights Fund	Small Cap Blend Equities	Aug 15, 1997	0.84%	8.17%	12.95%	9.74%	62
GCSVX	Geneva SMID Cap Growth Fund	Mid Cap Growth Equities	Sep 2, 2021	0.43%	-3.06%	—	3.30%	1

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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