Mutual Fund Screener

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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.

7213 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GQGPX	GQG Partners Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 27, 2016	1.22%	3.62%	—	1.85%	12
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	Jun 29, 2021	0.57%	8.17%	—	3.84%	19
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	Jun 29, 2021	0.91%	3.20%	—	4.07%	19
GQLVX	Glenmede Quantitative U.S. Large Cap Value Equity ...	Large Cap Value Equities	Nov 13, 2017	0.85%	11.37%	—	7.33%	69
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	Mar 29, 2019	0.75%	5.11%	—	7.56%	7
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	Mar 28, 2019	0.97%	4.95%	—	7.24%	7
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	Small Cap Blend Equities	Nov 13, 2017	0.85%	24.65%	—	2.65%	89
GREIX	Goldman Sachs Real Estate Securities Fund	REIT	Jul 27, 1998	0.91%	13.57%	5.16%	32.51%	20
GREZX	GuideStone Funds Global Real Estate Securities Fun...	REIT	Dec 28, 2006	1.12%	10.33%	3.78%	3.15%	23
GRHAX	Goehring & Rozencwajg Resources Fund Retail Class	Natural Resources	Dec 30, 2016	1.28%	0.72%	—	3.25%	32
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	Dec 29, 2016	0.92%	0.81%	—	3.37%	31
GRIFX	Apollo Diversified Real Estate Fund Class I	REIT	Jun 30, 2014	2.23%	4.89%	4.53%	7.73%	53
GRISX	Nationwide S&P 500 Index Fund	S&P 500	Nov 2, 1998	0.44%	9.78%	15.06%	4.67%	57
GRMRX	Nationwide S&P 500 Index Fund Class R	S&P 500	Jan 30, 2007	0.93%	9.49%	14.53%	4.32%	57
GRSPX	Greenspring Fund	Diversified Portfolio	Jun 30, 1983	1.09%	21.71%	10.22%	7.73%	27
GRZZX	Grizzly Short Fund	Inverse Equities	Jun 18, 2000	1.61%	-7.85%	-1.36%	4.96%	1
GSAGX	Goldman Sachs China Equity Fund	China Equities, Asia Pacific Equities	Jul 7, 1994	1.47%	2.38%	5.30%	1.31%	19
GSAHX	Goldman Sachs Small Cap Growth Fund	Small Cap Growth Equities	Oct 31, 2019	1.03%	29.30%	—	0.00%	74
GSAKX	Goldman Sachs International Equity Income Fund Cla...	Foreign Large Cap Equities, Dividend	Jun 25, 2007	1.40%	11.34%	10.96%	3.38%	51
GSAWX	Goldman Sachs Long Short Credit Strategies Fund	Nontraditional Bonds	Jun 14, 2009	1.12%	1.81%	3.14%	5.99%	63

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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