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
PAOPX	T. Rowe Price Credit Opportunities Fund, Inc.	High Yield Bonds	Apr 29, 2014	0.91%	-0.33%	5.98%	6.30%	90
PAPPX	Papp Small & Mid-Cap Growth Fund	Mid Cap Growth Equities	Mar 8, 2010	1.27%	-2.63%	8.21%	3.24%	7
PARFX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	Dec 28, 2006	0.89%	-0.23%	10.41%	3.83%	49
PARMX	Parnassus Mid Cap Fund	Mid Cap Blend Equities	Apr 29, 2005	0.96%	-1.30%	8.58%	10.38%	26
PARNX	Parnassus Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 27, 1984	0.80%	-5.89%	8.48%	18.44%	17
PARWX	Parnassus Endeavor Fund	Large Cap Value Equities	Apr 29, 2005	0.88%	-0.09%	13.80%	12.15%	57
PARYX	Putnam Short Duration Bond Fund	Short-Term Bond	Dec 23, 2008	0.37%	-0.06%	2.95%	3.80%	95
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	Apr 30, 2008	2.24%	4.21%	6.41%	7.08%	89
PASIX	PACE Alternative Strategies Investments	Multistrategy	Apr 9, 2006	1.88%	0.30%	3.53%	10.90%	72
PASUX	T. Rowe Price Retirement 2065 Fund	Target Retirement Date	Oct 12, 2020	0.89%	-0.20%	—	3.33%	50
PATVX	T. Rowe Price Target 2035 Fund	Target Retirement Date	Aug 19, 2013	0.83%	0.00%	8.00%	7.03%	52
PAUIX	PIMCO All Asset All Authority Fund	Tactical Allocation	Oct 30, 2003	0.21%	3.80%	4.78%	6.95%	86
PAULX	T. Rowe Price U.S. Large-Cap Core Fund	Large Cap Blend Equities	Jun 26, 2009	0.97%	-2.20%	12.32%	7.56%	32
PAXBX	PAX CORE BOND FUND	Intermediate Core Bond	Dec 16, 2016	0.71%	-0.18%	—	3.47%	28
PAXDX	Pax Global Sustainable Infrastructure Fund	Energy Equities	Dec 15, 2016	0.83%	5.11%	—	2.06%	69
PAXGX	Pax Global Opportunities Fund	Global Equities	Jun 26, 2018	1.21%	-6.25%	—	7.33%	8
PAXHX	Pax High Yield Bond Fund	High Yield Bonds	Oct 8, 1999	0.93%	-0.82%	5.07%	5.49%	87
PAXLX	PAX LARGE CAP FUND	Large Cap Blend Equities	Dec 16, 2016	0.97%	-7.17%	—	31.65%	19
PAXWX	Pax Sustainable Allocation Fund	Diversified Portfolio	Aug 9, 1971	0.30%	-2.53%	7.80%	9.89%	38
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	Jun 1, 1993	0.77%	3.67%	5.43%	0.00%	72

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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