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
GSNIX	Goldman Sachs Bond Fund	Intermediate Core-Plus Bond	Nov 30, 2006	0.45%	-0.31%	1.96%	4.31%	19
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	Aug 31, 2010	1.01%	-0.22%	11.84%	6.28%	56
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	Large Cap Blend Equities	Aug 15, 1997	1.75%	-1.48%	17.30%	35.68%	43
GSPFX	Gotham Enhanced S&P 500 Index Fund	Large Cap Blend Equities	Dec 30, 2016	0.50%	0.37%	—	9.63%	60
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	Aug 31, 2005	0.71%	-0.21%	12.20%	6.62%	71
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	Mar 23, 2004	1.03%	4.22%	12.21%	12.14%	46
GSRTX	Goldman Sachs Absolute Return Tracker Fund	Multistrategy	May 29, 2008	0.75%	1.42%	5.12%	2.04%	74
GSSMX	Goldman Sachs Small Cap Value Fund	Small Cap Blend Equities	Oct 22, 1992	1.28%	9.10%	11.43%	20.60%	59
GSSQX	Goldman Sachs U.S. Equity Insights Fund	Large Cap Blend Equities	May 24, 1991	0.92%	-2.12%	15.21%	12.83%	55
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	Feb 29, 2012	0.48%	-0.20%	2.39%	3.93%	75
GSTGX	Goldman Sachs Short Duration Government Fund	Government Bonds	Aug 14, 1988	0.48%	-0.09%	1.35%	3.05%	32
GSUIX	Goldman Sachs U.S. Mortgages Fund	Government Bonds	Nov 2, 2003	0.45%	0.45%	1.24%	3.66%	20
GSXIX	abrdn U.S. Small Cap Equity Fund	Small Cap Growth Equities	Nov 2, 1998	1.11%	7.33%	13.59%	0.00%	46
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	Apr 5, 2018	1.20%	6.21%	—	5.20%	91
GTAPX	Quantitative U.S. Long/Short Equity Portfolio	Long-Short	Sep 28, 2006	1.25%	4.11%	5.54%	15.93%	82
GTCEX	Glenmede Strategic Equity Portfolio	Large Cap Blend Equities	Jul 20, 1989	0.85%	-3.86%	11.99%	25.94%	31
GTCIX	Glenmede Quantitative International Equity Portfol...	Foreign Large Cap Equities	Nov 16, 1988	1.00%	9.09%	9.48%	4.29%	89
GTCSX	Glenmede Small Cap Equity Portfolio	Small Cap Blend Equities	Mar 1, 1991	0.92%	1.70%	8.98%	8.12%	14
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Diversified	Jan 10, 1994	1.39%	16.07%	8.17%	18.20%	82
GTEYX	Gateway Fund Class Y Shares	Options Trading	—	0.70%	-0.55%	6.67%	0.37%	45

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.

Loading graphics...

Time Period