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
MZHSX	Muzinich U.S. High Yield Credit Fund	High Yield Bonds	Mar 31, 2016	0.58%	-0.66%	—	5.86%	86
MZLSX	Muzinich Low Duration Fund	Multisector Bonds	Jun 29, 2016	0.50%	-0.57%	—	7.01%	94
NAARX	American Funds Retirement Income Portfolio - Conse...	Diversified Portfolio	Aug 27, 2015	0.34%	0.08%	5.36%	2.78%	69
NAC	Nuveen California Quality Municipal Income Fund	Municipal Bonds	Dec 1, 1998	0.04%	-0.11%	1.91%	7.62%	50
NADCX	Nationwide Investor Destinations Moderately Conser...	Diversified Portfolio	Mar 29, 2000	0.50%	-0.11%	4.96%	4.80%	61
NADMX	Nationwide Investor Destinations Moderate Fund	Diversified Portfolio	Mar 29, 2000	0.53%	-0.05%	6.68%	7.37%	62
NAEFX	New Alternatives Fund Investor Class	Alternative Energy Equities	Sep 3, 1982	1.28%	9.55%	10.33%	0.85%	88
NAESX	Vanguard Small Cap Index Fund	Small Cap Blend Equities	Oct 3, 1960	0.17%	2.94%	10.57%	1.20%	37
NAINX	Virtus Tactical Allocation Fund	Diversified Portfolio	Sep 5, 1940	1.00%	-5.86%	7.53%	17.10%	4
NALFX	New Alternatives Fund	Global Equities	Sep 2, 1982	0.89%	9.62%	10.60%	1.06%	88
NAMAX	Columbia Select Mid Cap Value Fund	Mid Cap Value Equities	Nov 20, 2001	0.88%	8.07%	10.46%	6.19%	64
NAMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fun...	Multisector Bonds	Dec 14, 1989	1.00%	-0.37%	3.86%	4.96%	82
NAN	Nuveen New York Quality Municipal Income Fund	Municipal Bonds	May 26, 1999	0.04%	1.99%	2.42%	7.67%	24
NARAX	Virtus Newfleet Multi-Sector Short Term Bond Fund	Short-Term Bond	Jul 6, 1992	0.90%	0.05%	2.88%	4.10%	92
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	Jan 18, 2000	0.63%	-4.82%	19.68%	3.75%	52
NAVFX	Sector Rotation Fund	Tactical Allocation	Dec 30, 2009	1.97%	-3.18%	10.21%	2.28%	30
NAWGX	Voya Global High Dividend Low Volatility Fund	Global Equities	Apr 18, 1993	0.85%	1.63%	9.08%	4.14%	43
NAZ	Nuveen Arizona Quality Municipal Income Fund	Municipal Bonds	Nov 19, 1992	0.03%	1.84%	1.75%	6.90%	11
NBARX	American Funds Retirement Income Portfolio - Moder...	Diversified Portfolio	Aug 27, 2015	0.32%	0.29%	6.77%	5.15%	73
NBB	Nuveen Taxable Municipal Income Fund	Corporate Bonds	Dec 4, 2009	0.04%	1.38%	3.33%	7.36%	13

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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