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
GIIYX	GuideStone Funds International Equity Index Fund	Foreign Large Cap Equities	Jun 1, 2015	0.23%	6.46%	8.97%	5.59%	61
GIJAX	Guggenheim Municipal Income Fund	Municipal Bonds	Apr 27, 2004	0.79%	0.55%	1.38%	2.84%	58
GILAX	Lord Abbett Fundamental Equity Fund	Large Cap Value Equities	Jan 3, 1994	1.71%	2.80%	10.36%	8.65%	59
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	Dec 16, 2013	0.49%	0.57%	3.17%	4.52%	86
GILIX	NAA Large Core Fund Class Institutional	Large Cap Blend Equities	Mar 1, 2012	1.01%	-1.58%	13.63%	3.32%	40
GIMDX	Goldman Sachs Local Emerging Markets Debt Fund	Emerging Markets Bonds	Feb 14, 2008	0.92%	-0.12%	2.49%	6.19%	75
GIMFX	GMO Implementation Fund	Global Allocation	Feb 29, 2012	0.02%	8.55%	6.86%	3.94%	96
GIMMX	Goldman Sachs Multi-Manager Alternatives Fund	Multistrategy	Apr 29, 2013	1.93%	1.85%	2.98%	8.22%	27
GINDX	Gotham Index Plus Fund	Large Cap Blend Equities	Mar 31, 2015	1.15%	-0.27%	14.93%	3.28%	53
GIOIX	Guggenheim Macro Opportunities Fund	Nontraditional Bonds	Nov 29, 2011	0.96%	0.16%	4.50%	6.02%	83
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	Jun 4, 2006	0.00%	12.02%	11.69%	7.18%	92
GIPIX	Goldman Sachs Balanced Strategy Portfolio	Tactical Allocation	Jan 1, 1998	0.19%	1.29%	5.87%	5.73%	52
GISOX	Grandeur Peak International Stalwarts Fund	Foreign Small & Mid Cap Equities	Aug 31, 2015	1.15%	5.23%	6.90%	0.48%	27
GITIX	Goldman Sachs Technology Opportunities Fund	Technology Equities	Sep 30, 1999	0.97%	—	—	23.51%	—
GIUSX	Guggenheim Core Bond Fund Institutional Class	Total Bond Market	—	0.50%	0.48%	2.81%	4.75%	23
GIYIX	Guggenheim Ultra Short Duration Fund	Ultrashort Bond	Mar 11, 2014	0.34%	0.52%	—	3.99%	97
GJRTX	Goldman Sachs Absolute Return Tracker Fund Institu...	Multistrategy	May 30, 2008	0.74%	1.59%	5.26%	2.09%	66
GLBIX	Leuthold Global Fund	Global Allocation	Apr 29, 2008	1.57%	8.58%	6.07%	8.95%	84
GLDYX	GuideStone Funds Low-Duration Bond Fund	Short-Term Bond	Aug 27, 2001	0.34%	0.32%	2.27%	4.10%	88
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	Sep 28, 2017	1.23%	20.23%	—	8.31%	55

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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