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
GPIOX	Grandeur Peak International Opportunities Fund	Foreign Small & Mid Cap Equities	Oct 16, 2011	1.55%	-1.82%	5.13%	3.62%	16
GPMCX	Grandeur Peak Global Micro Cap Fund	Foreign Small & Mid Cap Equities	Oct 19, 2015	1.85%	-4.12%	8.49%	3.47%	20
GPMIX	GuidePath Multi-Asset Income Allocation Fund	Diversified Portfolio	Aug 30, 2012	0.59%	4.84%	5.65%	3.72%	87
GPPIX	Goldman Sachs Short-Term Conservative Income Fund	Ultrashort Bond	Feb 28, 2014	0.24%	0.55%	2.46%	3.99%	97
GPROX	Grandeur Peak Global Reach Fund	Global Equities	Jun 18, 2013	1.49%	-0.29%	8.45%	19.74%	27
GPSCX	Victory RS Small Cap Equity Fund	Small Cap Growth Equities	May 1, 1997	1.25%	—	—	0.00%	—
GPSTX	GuidePath Growth Allocation Fund	Global Equities	Apr 28, 2011	0.64%	1.29%	11.22%	4.69%	70
GPTCX	GuidePath Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2011	0.45%	2.00%	6.04%	3.74%	74
GPTUX	GuidePath Tactical Allocation Fund	Tactical Allocation	Apr 28, 2011	0.79%	-0.38%	8.60%	8.40%	26
GQEFX	GMO Quality Fund Class IV	Large Cap Blend Equities	Feb 6, 2004	0.47%	-2.73%	—	11.46%	34
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	Sep 28, 2018	0.49%	8.62%	—	6.79%	25
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	Large Cap Growth Equities	Sep 28, 2018	0.59%	8.79%	—	6.41%	15
GQETX	GMO Quality Fund	Large Cap Blend Equities	Feb 6, 2004	0.49%	-2.17%	15.53%	11.41%	25
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	Jun 29, 2021	0.86%	10.65%	—	4.81%	78
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	Emerging Markets Equities	—	0.98%	7.64%	—	1.98%	41
GQGPX	GQG Partners Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 27, 2016	1.22%	7.57%	—	1.78%	41
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	Jun 29, 2021	0.57%	10.80%	—	2.69%	41
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	Jun 29, 2021	0.91%	7.82%	—	2.99%	72
GQLVX	Glenmede Quantitative U.S. Large Cap Value Equity ...	Large Cap Value Equities	Nov 13, 2017	0.85%	5.72%	—	7.19%	55
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	Mar 29, 2019	0.75%	8.33%	—	7.33%	46

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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