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
GUT	The Gabelli Utility Trust	Utilities Equities	Feb 25, 1999	0.01%	2.50%	9.55%	9.95%	53
GVALX	Gotham Large Value Fund	Large Cap Value Equities	Dec 31, 2015	1.05%	6.12%	—	11.13%	68
GVEQX	Government Street Equity Fund	Large Cap Growth Equities	Jun 18, 1991	0.85%	1.05%	14.94%	2.81%	69
GVEYX	GuideStone Funds Value Equity Fund	Large Cap Value Equities	Aug 27, 2001	0.64%	2.65%	9.90%	15.08%	57
GVMCX	Government Street Mid Cap Fund	Mid Cap Blend Equities	Nov 17, 2003	1.03%	5.05%	13.29%	3.62%	65
GVPIX	ProFunds U.S. Government Plus ProFund	Leveraged Bonds, Leveraged	Apr 30, 2002	1.41%	-0.48%	-4.87%	2.20%	1
GWETX	AMG GW&K Small Cap Core Fund	Small Cap Blend Equities	Dec 10, 1996	1.30%	4.66%	9.77%	0.00%	12
GWGIX	AMG GW&K Small/Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2015	0.87%	8.42%	10.83%	0.00%	33
GWILX	Glenmede Women in Leadership U.S. Equity Portfolio	Large Cap Value Equities	Dec 22, 2015	0.85%	-4.14%	3.01%	0.62%	0
GWMEX	AMG GW&K Municipal Enhanced Yield Fund	High Yield Muni	Dec 29, 2005	0.64%	0.72%	3.52%	3.40%	15
GWMIX	AMG GW&K Municipal Bond Fund	Municipal Bonds	Jun 29, 2009	0.39%	0.23%	2.29%	2.68%	44
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	Jun 15, 2005	0.01%	7.63%	11.65%	4.15%	93
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	May 18, 2012	0.73%	-0.73%	12.48%	5.79%	72
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	May 18, 2012	1.49%	-0.94%	11.67%	5.69%	67
GWPFX	American Funds Global Growth Fund Class R-6	Global Equities	May 18, 2009	0.47%	-0.73%	12.46%	5.79%	54
GWSAX	Gabelli Focused Growth and Income Fund	Mid Cap Blend Equities	Dec 31, 2002	1.25%	5.58%	6.16%	4.94%	27
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	Jun 30, 2000	0.97%	-3.69%	13.98%	2.38%	17
GZIRX	Goldman Sachs Strategic Income Fund	Nontraditional Bonds	Jun 29, 2010	0.78%	-0.27%	3.58%	5.19%	77
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	Dec 29, 1987	0.38%	0.16%	2.31%	4.27%	25
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	Jul 22, 1996	0.39%	0.34%	2.52%	4.52%	20

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