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
GCTIX	Goldman Sachs U.S. Tax-Managed Equity Fund	Large Cap Blend Equities	Apr 3, 2000	0.75%	-0.04%	13.16%	0.51%	45
GCV	The Gabelli Convertible and Income Securities Fund...	Convertible Bonds	Jul 3, 1989	0.01%	8.52%	10.01%	10.96%	81
GCVIX	Goldman Sachs Large Cap Value Insights Fund	Large Cap Value Equities	Dec 31, 1998	0.56%	5.11%	12.84%	7.23%	62
GDGIX	Sit Global Dividend Growth Fund	Global Equities	Sep 29, 2008	1.00%	1.78%	11.21%	1.24%	54
GDIIX	Genter Dividend Income Fund	Large Cap Value Equities	Dec 31, 2008	1.25%	10.48%	11.77%	4.32%	77
GDL	The GDL Fund	Event Driven	Jan 31, 2007	0.03%	-0.11%	3.71%	5.76%	25
GDMYX	GuideStone Funds Defensive Market Strategies Fund	Diversified Portfolio	Aug 31, 2011	0.66%	0.09%	5.37%	10.21%	49
GDO	Western Asset Global Corporate Defined Opportunity...	Corporate Bonds	Jan 1, 2012	0.02%	-3.04%	4.91%	13.21%	45
GDV	The Gabelli Dividend and Income Trust	Dividend	Nov 28, 2003	0.01%	4.60%	11.41%	5.98%	80
GEBNX	Goldman Sachs ESG Emerging Markets Equity Fund	Emerging Markets Diversified	May 30, 2018	1.19%	—	—	0.87%	—
GEGTX	Columbia Large Cap Growth Fund	Large Cap Growth Equities	Dec 14, 1990	0.74%	-4.71%	16.04%	9.24%	25
GEIIX	Goldman Sachs Enhanced Income Fund	Ultrashort Bond	Aug 2, 2000	0.36%	0.34%	2.39%	3.82%	93
GEMIX	Goldman Sachs Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 14, 1997	1.00%	11.91%	8.99%	0.69%	78
GEMYX	GuideStone Funds Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 30, 2013	1.10%	11.13%	8.78%	3.57%	80
GENIX	Gotham Enhanced Return Fund	Mid Cap Blend Equities	May 31, 2013	1.50%	3.95%	13.03%	1.99%	70
GEQIX	Glenmede Equity Income Portfolio	Large Cap Value Equities	Dec 21, 2016	0.85%	3.97%	—	15.14%	27
GEQYX	GuideStone Funds Equity Index Fund	Large Cap Blend Equities	Aug 27, 2001	0.12%	0.01%	14.18%	1.54%	50
GEQZX	GuideStone Funds Equity Index Fund Investor Class	Large Cap Blend Equities	—	0.39%	-0.06%	14.04%	1.35%	51
GERIX	Goldman Sachs Emerging Markets Equity Insights Fun...	Emerging Markets Diversified	Oct 4, 2007	1.09%	13.25%	9.60%	1.96%	81
GETGX	Victory Sycamore Established Value Fund	Mid Cap Value Equities	Aug 16, 1983	1.11%	7.97%	10.83%	4.45%	31

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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