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
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	Jan 2, 1990	1.46%	0.31%	—	0.03%	87
PAGEX	T. Rowe Price Global Real Estate Fund	REIT	Oct 26, 2008	1.15%	2.10%	3.25%	2.24%	13
PAGLX	T. Rowe Price Global Growth Stock Fund	Global Equities	Oct 26, 2008	1.10%	-2.92%	11.34%	11.92%	30
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	Jan 2, 1990	1.21%	0.36%	19.33%	0.03%	88
PAHHX	T. Rowe Price Target 2040 Fund	Target Retirement Date	Aug 19, 2013	0.85%	-0.06%	8.69%	5.94%	50
PAHRX	T. Rowe Price Target 2015 Fund	Target Retirement Date	Aug 19, 2013	0.72%	0.09%	5.43%	5.65%	64
PAHWX	PGIM Jennison International Small-Mid Cap Opportun...	Foreign Small & Mid Cap Equities	Sep 13, 2021	1.41%	—	—	0.00%	—
PAI	Western Asset Investment Grade Income Fund Inc.		—	—	0.96%	4.62%	4.99%	19
PAIHX	T. Rowe Price Global High Income Bond Fund	High Yield Bonds	Jan 22, 2015	0.96%	-1.41%	5.12%	6.00%	78
PAIIX	PIMCO Global Bond Opportunities Fund (U.S. Dollar-...	Global Bonds	Oct 1, 1995	0.90%	-2.12%	2.87%	4.31%	23
PAIJX	T. Rowe Price Emerging Markets Discovery Stock Fun...	Emerging Markets Diversified	Sep 13, 2015	1.60%	4.67%	9.05%	4.02%	88
PAIPX	PIMCO Short Asset Investment Fund	Ultrashort Bond	May 31, 2012	0.45%	0.67%	2.44%	3.76%	100
PAIRX	T. Rowe Price Target 2020 Fund	Target Retirement Date	Aug 19, 2013	0.75%	0.08%	5.89%	5.42%	62
PAJRX	T. Rowe Price Target 2025 Fund	Target Retirement Date	Aug 19, 2013	0.77%	0.07%	6.53%	6.88%	60
PAKRX	T. Rowe Price Target 2030 Fund	Target Retirement Date	Aug 19, 2013	0.81%	0.07%	7.27%	7.16%	55
PALAX	Virtus Global Allocation Fund	Global Allocation	Sep 29, 1998	0.52%	0.90%	6.83%	8.15%	85
PALDX	PGIM 60/40 Allocation Fund	Diversified Portfolio	Sep 12, 2017	0.03%	-1.07%	—	5.48%	64
PAMFX	Federated Hermes Pennsylvania Municipal Inc Fd	Municipal Bonds	Oct 10, 1990	0.76%	0.33%	1.85%	3.12%	21
PANRX	T. Rowe Price Target 2005 Fund	Target Retirement Date	Aug 19, 2013	0.70%	0.08%	5.02%	5.69%	66
PAOFX	T. Rowe Price Target 2050 Fund	Target Retirement Date	Aug 19, 2013	0.88%	-0.15%	9.88%	4.63%	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.

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