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
MXMPX	Great-West Moderate Profile Fund	Diversified Portfolio	Sep 15, 1999	0.39%	0.46%	5.96%	7.56%	37
MXMTX	Great-West Small Cap Growth Fund	Small Cap Growth Equities	Sep 10, 2015	1.19%	-2.47%	10.43%	4.99%	25
MXMVX	Great-West Mid Cap Value Fund	Mid Cap Value Equities	May 15, 2008	1.15%	4.34%	7.27%	5.74%	32
MXREX	Great-West Real Estate Index Fund	REIT	Nov 27, 2012	0.70%	6.14%	3.27%	1.95%	14
MXRLX	Great-West Lifetime 2045 Fund	Target Retirement Date	Apr 30, 2009	0.57%	-0.60%	8.55%	4.64%	45
MXSDX	Great-West Short Duration Bond Fund	Short-Term Bond	Aug 1, 1995	0.60%	0.29%	2.25%	3.08%	96
MXSHX	Great-West SecureFoundation Balanced Fund	Diversified Portfolio	Nov 12, 2009	0.53%	0.49%	6.59%	3.55%	55
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	Sep 8, 2003	0.51%	-3.64%	13.26%	0.39%	42
MXXIX	Marsico Midcap Growth Focus Fund	Mid Cap Growth Equities	Feb 1, 2000	1.33%	1.70%	15.85%	11.75%	65
MXXLX	Great-West Lifetime 2055 Fund	Target Retirement Date	Apr 30, 2009	0.57%	-0.50%	8.75%	2.99%	47
MXXVX	Matthew 25 Fund	Large Cap Blend Equities	Oct 16, 1995	1.07%	-5.78%	12.76%	15.68%	50
MYD	BlackRock MuniYield Fund	Municipal Bonds	Nov 29, 1991	2.07%	—	—	5.57%	—
MYFRX	Pioneer Multi-Asset Ultrashort Income Fund	Ultrashort Bond	Apr 29, 2011	0.44%	0.52%	2.77%	4.44%	99
MYI	BlackRock MuniYield Quality Fund III	Municipal Bonds	Apr 13, 1992	2.16%	-0.45%	1.50%	6.25%	8
MYIFX	Monetta Young Investor Growth Fund	Large Cap Growth Equities	Dec 12, 2006	1.37%	-6.31%	12.86%	20.28%	31
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	Sep 28, 2007	0.86%	2.41%	6.85%	2.85%	91
MYIMX	Victory Integrity Mid-Cap Value Fund	Mid Cap Value Equities	Jul 1, 2011	0.75%	4.23%	10.51%	4.14%	36
MYISX	Victory Integrity Small/Mid-Cap Value Fund	Mid Cap Value Equities	Jul 1, 2011	0.09%	2.62%	10.35%	4.23%	35
MYN	BlackRock MuniYield New York Quality Fund	Municipal Bonds	Feb 28, 1992	2.24%	-0.81%	1.00%	6.35%	8
MZCSX	Muzinich Credit Opportunities Fund	Multisector Bonds	Jan 2, 2013	0.60%	-0.49%	3.42%	6.68%	73

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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