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
PAAIX	PIMCO All Asset Fund	Tactical Allocation	Nov 5, 2002	1.40%	4.39%	6.88%	7.47%	90
PAAKX	Putnam Retirement Advantage 2060 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.92%	—	9.19%	65
PAAOX	T. Rowe Price Asia Opportunities Fund	Asia Pacific Equities	May 20, 2014	1.25%	0.87%	8.58%	0.63%	65
PABAX	Putnam Dynamic Asset Allocation Balanced Fund	Diversified Portfolio	Feb 6, 1994	0.94%	-0.89%	8.08%	6.78%	62
PABFX	PGIM Balanced Fund	Diversified Portfolio	Jan 3, 1993	0.78%	-0.70%	9.05%	9.58%	71
PACAX	Putnam Dynamic Asset Allocation Conservative Fund	Diversified Portfolio	Feb 6, 1994	0.98%	-0.18%	4.91%	4.13%	71
PACEX	T. Rowe Price Emerging Markets Corporate Bond Fund	Emerging Markets Bonds	May 23, 2012	1.16%	-1.46%	3.43%	5.18%	58
PACIX	Columbia Convertible Securities Fund	Convertible Bonds	Sep 24, 1987	1.12%	4.67%	12.05%	1.42%	87
PACJX	Putnam Retirement Advantage 2055 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.78%	—	10.02%	66
PADLX	Putnam Retirement Advantage Maturity Fund	Target Retirement Date	Dec 30, 2019	0.22%	0.08%	—	4.72%	82
PADZX	PGIM Absolute Return Bond Fund	Nontraditional Bonds	Mar 29, 2011	0.72%	0.58%	4.28%	4.67%	98
PAEAX	Putnam Dynamic Asset Allocation Growth Fund	Diversified Portfolio	Feb 7, 1994	1.03%	-0.79%	10.27%	6.88%	63
PAEKX	Putnam Retirement Advantage 2050 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.66%	—	10.16%	67
PAELX	T. Rowe Price Emerging Markets Local Currency Bond...	Emerging Markets Bonds	May 25, 2011	1.10%	-2.29%	2.28%	5.39%	72
PAERX	T. Rowe Price Target 2010 Fund	Target Retirement Date	Aug 19, 2013	0.70%	0.09%	5.13%	4.93%	66
PAFFX	T. Rowe Price Target 2045 Fund	Target Retirement Date	Aug 19, 2013	0.87%	-0.11%	18.51%	5.00%	47
PAFGX	T. Rowe Price Global Allocation Fund	Global Allocation	May 27, 2013	1.02%	0.06%	7.43%	6.74%	60
PAFMX	Putnam Retirement Advantage 2045 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.66%	—	11.90%	68
PAFRX	T. Rowe Price Floating Rate Fund	Bank Loan	Jul 28, 2011	0.97%	-1.03%	4.41%	6.28%	86
PAFTX	T. Rowe Price Target 2055 Fund	Target Retirement Date	Aug 19, 2013	0.89%	-0.19%	10.21%	4.50%	47

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