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
GSLIX	Goldman Sachs Large Cap Value Fund	Large Cap Value Equities	Dec 15, 1999	0.73%	18.01%	12.58%	12.27%	81
GSMCX	Goldman Sachs Mid Cap Value Fund	Mid Cap Blend Equities	Aug 1, 1995	0.84%	15.73%	11.97%	12.66%	53
GSMIX	Goldman Sachs Dynamic Municipal Income Fund	Municipal Bonds	Jul 19, 1993	0.73%	2.28%	2.39%	3.48%	77
GSMYX	Goldman Sachs Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2005	0.89%	22.78%	12.44%	12.83%	52
GSNIX	Goldman Sachs Bond Fund	Intermediate Core-Plus Bond	Nov 30, 2006	0.45%	0.50%	1.81%	5.11%	24
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	Aug 31, 2010	1.01%	10.16%	12.59%	5.68%	75
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	Large Cap Blend Equities	Aug 15, 1997	1.75%	10.30%	18.57%	31.87%	47
GSPFX	Gotham Enhanced S&P 500 Index Fund	Large Cap Blend Equities	Dec 30, 2016	0.50%	10.38%	—	8.76%	63
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	Aug 31, 2005	0.71%	10.31%	12.97%	6.00%	76
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	Mar 23, 2004	1.03%	12.13%	12.65%	11.31%	35
GSRTX	Goldman Sachs Absolute Return Tracker Fund	Multistrategy	May 29, 2008	0.75%	6.17%	5.43%	1.95%	76
GSSMX	Goldman Sachs Small Cap Value Fund	Small Cap Blend Equities	Oct 22, 1992	1.28%	22.12%	11.98%	18.40%	73
GSSQX	Goldman Sachs U.S. Equity Insights Fund	Large Cap Blend Equities	May 24, 1991	0.92%	6.60%	15.86%	11.78%	41
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	Feb 29, 2012	0.48%	1.10%	2.40%	4.37%	77
GSTGX	Goldman Sachs Short Duration Government Fund	Government Bonds	Aug 14, 1988	0.48%	0.31%	1.34%	3.40%	46
GSUIX	Goldman Sachs U.S. Mortgages Fund	Government Bonds	Nov 2, 2003	0.45%	0.62%	1.14%	4.03%	26
GSXIX	abrdn U.S. Small Cap Equity Fund	Small Cap Growth Equities	Nov 2, 1998	1.11%	26.75%	14.66%	0.00%	68
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	Apr 5, 2018	1.20%	14.13%	—	5.01%	90
GTAPX	Quantitative U.S. Long/Short Equity Portfolio	Long-Short	Sep 28, 2006	1.25%	3.63%	5.60%	15.87%	62
GTCEX	Glenmede Strategic Equity Portfolio	Large Cap Blend Equities	Jul 20, 1989	0.85%	0.80%	12.12%	24.70%	17

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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