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
MWUSX	Metropolitan West Ultra Short Bond Fund	Ultrashort Bond	Jun 30, 2003	0.50%	0.23%	1.87%	3.28%	95
MXAKX	Great-West Lifetime 2020 Fund	Target Retirement Date	Apr 27, 2016	0.09%	-0.28%	—	4.76%	54
MXAPX	Great-West Aggressive Profile Fund	Diversified Portfolio	Sep 15, 1999	0.45%	0.50%	8.14%	8.95%	33
MXAYX	Great-West Lifetime 2030 Fund	Target Retirement Date	Apr 27, 2016	0.10%	-0.35%	—	4.61%	52
MXBGX	Great-West Lifetime 2040 Fund	Target Retirement Date	Apr 27, 2016	0.11%	-0.51%	—	5.04%	48
MXBIX	Great-West Bond Index Fund	Intermediate Core Bond	Dec 1, 1992	0.50%	0.23%	1.04%	2.77%	38
MXBPX	Great-West Moderately Aggressive Profile Fund	Diversified Portfolio	Sep 15, 1999	0.42%	0.40%	7.03%	5.90%	39
MXBSX	Great-West Lifetime 2050 Fund	Target Retirement Date	Apr 27, 2016	0.12%	-0.48%	—	5.29%	47
MXCPX	Great-West Conservative Profile Fund	Diversified Portfolio	Sep 29, 1999	0.37%	0.39%	3.76%	3.44%	59
MXDPX	Great-West Moderately Conservative Profile Fund	Diversified Portfolio	Sep 26, 1999	0.37%	0.48%	5.01%	5.25%	47
MXE	Mexico Equity and Income Fund Inc	Latin America Equities	May 24, 1990	0.02%	6.14%	2.78%	1.78%	94
MXEBX	Great-West Core Strategies: U.S. Equity Fund	Large Cap Blend Equities	Jun 25, 2018	0.55%	-1.53%	—	5.32%	43
MXECX	Great-West Core Strategies: International Equity F...	Foreign Large Cap Equities	Jun 25, 2018	0.65%	-0.17%	—	4.07%	46
MXEDX	Great-West Core Strategies: Flexible Bond Fund	Intermediate Core-Plus Bond	Jun 25, 2018	0.45%	0.00%	—	3.97%	60
MXEGX	Great-West Core Strategies: Inflation-Protected Se...	Inflation-Protected Bonds	Jun 24, 2018	0.35%	0.80%	—	3.61%	57
MXEOX	Great-West Emerging Markets Equity Fund	Emerging Markets Diversified	Jan 4, 2018	1.23%	4.95%	—	0.95%	84
MXEQX	Great-West Large Cap Value Fund	Large Cap Value Equities	Nov 1, 1994	0.96%	1.33%	18.98%	1.78%	41
MXF	The Mexico Fund	Latin America Equities	Jun 1, 1981	0.02%	7.87%	6.86%	5.01%	95
MXFDX	Great-West Core Bond Fund	Intermediate Core Bond	May 21, 2003	0.70%	0.00%	1.57%	2.87%	37
MXFIX	MainStay Floating Rate Fund	Bank Loan	May 2, 2004	0.74%	-1.39%	4.58%	6.82%	67

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