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
GMLGX	GuideMark Large Cap Core Fund	Large Cap Blend Equities	Jun 29, 2001	0.89%	-0.51%	13.06%	18.58%	43
GMLVX	GuideMark Emerging Markets Fund	Emerging Markets Diversified	Jun 28, 2001	1.40%	12.02%	8.86%	1.34%	77
GMODX	GMO Opportunistic Income Fund	Nontraditional Bonds	Oct 2, 2011	0.47%	1.28%	4.41%	5.43%	97
GMOEX	GMO Emerging Markets Fund	Emerging Markets Diversified	Dec 8, 1993	0.90%	12.40%	7.33%	4.46%	87
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	Mar 30, 1987	0.66%	12.00%	11.88%	5.01%	89
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	Apr 19, 1994	0.51%	4.94%	—	6.07%	98
GMRAX	Nationwide Small Cap Index Fund	Small Cap Blend Equities	Dec 29, 1999	0.68%	6.35%	10.18%	2.34%	49
GMSAX	Goldman Sachs Managed Futures Strategy Fund Class ...	Systematic Trend	Feb 29, 2012	1.54%	0.90%	2.10%	0.00%	18
GMSMX	GuideMark Small/Mid Cap Core Fund	Small Cap Blend Equities	Jun 29, 2001	1.17%	5.93%	11.11%	6.53%	42
GMTZX	GuideStone Funds MyDestination 2015 Fund	Target Retirement Date	Dec 28, 2006	0.36%	1.17%	5.76%	5.59%	60
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	Sep 18, 1985	0.47%	2.89%	13.39%	11.36%	73
GMVIX	Goldman Sachs Small/Mid Cap Value Fund	Mid Cap Blend Equities	Jan 31, 2014	0.95%	9.69%	9.77%	5.27%	41
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	Oct 21, 1996	0.00%	6.55%	7.21%	4.58%	92
GMWEX	GuideMark World ex-US Fund	Foreign Large Cap Equities	Jun 29, 2001	1.15%	6.11%	8.92%	13.80%	71
GMWZX	GuideStone Funds MyDestination 2025 Fund	Target Retirement Date	Dec 28, 2006	0.36%	1.39%	7.16%	6.42%	60
GMXAX	Nationwide Mid Cap Market Index Fund	Mid Cap Blend Equities	Dec 29, 1999	0.68%	7.21%	9.34%	12.15%	43
GNMFX	PIMCO National Municipal Opportunistic Value Fund	Municipal Bonds	Nov 2, 2014	0.63%	0.72%	1.96%	3.35%	45
GNXIX	AlphaCentric Robotics and Automation Fund	Global Equities	May 30, 2017	1.40%	-7.82%	—	1.29%	11
GNYTX	Columbia New York Intermediate Municipal Bond Fund	Municipal Bonds	Dec 30, 1991	0.48%	0.53%	1.76%	2.71%	68
GOBSX	BrandywineGLOBAL - Global Opportunities Bond Fund	Global Bonds	Oct 31, 2006	0.56%	-0.56%	0.94%	2.72%	12

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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