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
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
MXFLX	Great-West Lifetime 2025 Fund	Target Retirement Date	Apr 30, 2009	0.54%	-0.41%	6.03%	3.97%	49
MXGBX	Great-West Global Bond Fund	Global Bonds	Jul 25, 1999	1.00%	-1.87%	-0.16%	3.13%	10
MXGMX	Great-West U.S. Government Securities Fund	Government Bonds	Nov 30, 1992	0.60%	0.27%	0.82%	2.66%	35
MXGNX	Great-West Lifetime 2060 Fund	Target Retirement Date	Apr 30, 2019	0.47%	-0.42%	—	7.31%	47
MXHYX	Great-West High Yield Bond Fund	High Yield Bonds	May 21, 2003	1.08%	0.86%	4.75%	4.61%	85
MXIGX	Great-West International Growth Fund	Foreign Large Cap Equities	May 20, 2003	1.20%	-4.89%	5.90%	5.39%	6
MXIHX	Great-West Inflation-Protected Securities Fund	Inflation-Protected Bonds	Jan 4, 2018	0.70%	0.44%	—	3.60%	53
MXIIX	Touchstone Flexible Income Fund	Multisector Bonds	Aug 31, 1998	0.79%	0.11%	3.70%	5.12%	48
MXINX	Great-West International Index Fund	Foreign Large Cap Equities	Jan 13, 2011	0.65%	2.03%	8.23%	3.28%	60
MXISX	Great-West S&P Small Cap 600 Index Fund	Small Cap Blend Equities	Dec 1, 1993	0.56%	4.34%	9.18%	7.14%	34
MXIVX	Great-West International Value Fund	Foreign Large Cap Equities	Dec 1, 1993	1.07%	2.58%	8.95%	5.81%	79
MXLGX	Great-West Large Cap Growth Fund	Large Cap Growth Equities	May 21, 2003	1.00%	-7.87%	14.69%	14.00%	16
MXLLX	Great-West Lifetime 2035 Fund	Target Retirement Date	Apr 30, 2009	0.56%	-0.54%	7.50%	4.11%	46
MXLMX	Great-West Multi-Sector Bond Fund	Multisector Bonds	Oct 31, 1994	0.90%	-0.15%	3.54%	3.28%	86
MXLSX	Great-West Small Cap Value Fund	Small Cap Value Equities	Nov 1, 1994	1.09%	4.60%	8.58%	0.46%	25
MXLZX	Great-West Lifetime 2015 Fund	Target Retirement Date	Apr 30, 2009	0.53%	-0.29%	5.18%	3.44%	54

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