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
GTFBX	T. Rowe Price Georgia Tax Free Bond Fund	Municipal Bonds	Mar 30, 1993	0.56%	1.79%	2.38%	7.07%	70
GTFHX	Madison Tax-Free National Fund	Municipal Bonds	Dec 29, 1982	0.76%	0.19%	1.41%	2.41%	44
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	Feb 27, 2004	0.85%	1.28%	14.63%	15.13%	51
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	Large Cap Blend Equities	Feb 27, 2004	0.85%	4.78%	11.17%	17.09%	65
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	Jul 28, 1998	0.68%	12.08%	10.29%	20.02%	97
GTRAX	PGIM Global Total Return Fund	Global Bonds	Jul 6, 1986	0.88%	-0.17%	1.57%	3.33%	21
GTRFX	Gotham Total Return Fund	Long-Short	Mar 30, 2015	0.00%	2.25%	8.60%	9.32%	63
GTSAX	Invesco Small Cap Growth Fund	Small Cap Growth Equities	Oct 18, 1995	1.14%	7.92%	10.00%	9.68%	44
GTSGX	Madison Mid Cap Fund	Mid Cap Blend Equities	Jul 21, 1983	0.95%	-0.68%	10.77%	3.39%	14
GTSOX	Glenmede Secured Options Portfolio	Options Trading	Jun 29, 2010	0.85%	2.56%	7.41%	7.12%	66
GTTIX	Gabelli Global Content & Connectivity Fund Class I	Technology Equities	Nov 1, 1993	0.90%	3.03%	6.80%	17.41%	64
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	Mid Cap Value Equities	Dec 21, 2006	1.83%	5.46%	11.84%	17.87%	64
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	Small Cap Value Equities	Nov 30, 2007	0.95%	10.21%	14.17%	7.62%	69
GUBGX	Victory RS International Fund	Foreign Large Cap Equities	Feb 16, 1993	1.13%	5.99%	9.61%	3.15%	62
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	Nov 23, 2021	3.86%	7.02%	—	8.88%	39
GUGAX	GMO Multi-Sector Fixed Income Fund	Intermediate Core-Plus Bond	Apr 30, 1997	0.45%	0.96%	1.56%	4.52%	31
GUHYX	Victory High Yield Fund	High Yield Bonds	Sep 1, 1998	1.00%	-0.30%	5.76%	6.11%	85
GUIRX	Goldman Sachs Dynamic Municipal Income Fund Invest...	Municipal Bonds	Jul 30, 2010	0.47%	0.54%	2.79%	3.73%	27
GURIX	Guggenheim Risk Managed Real Estate Fund	REIT	Mar 28, 2014	1.10%	6.58%	7.19%	2.12%	27
GUSTX	GMO U.S. Treasury Fund	Government Bonds	Mar 16, 2009	0.01%	0.51%	-13.82%	3.62%	98

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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