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
PBAMX	Putnam Retirement Advantage 2040 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.70%	—	11.59%	67
PBBBX	PIA BBB Bond Fund	Corporate Bonds	Sep 25, 2003	0.15%	-0.56%	3.04%	3.75%	42
PBCAX	PGIM California Muni Income Fund	Municipal Bonds	Dec 2, 1990	0.69%	-0.53%	1.70%	2.90%	43
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	Jun 14, 2012	0.66%	-12.15%	15.34%	22.70%	4
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	Sep 3, 2004	2.19%	-1.04%	1.82%	3.37%	17
PBDIX	T. Rowe Price QM U.S. Bond Index Fund	Total Bond Market	—	0.23%	0.08%	2.05%	7.39%	81
PBEAX	PGIM Jennison Value Fund	Large Cap Value Equities	Jan 22, 1990	1.09%	1.35%	12.81%	9.98%	47
PBFDX	Payson Total Return Fund	Large Cap Blend Equities	Nov 25, 1991	0.82%	-2.45%	15.34%	1.93%	65
PBHAX	PGIM High Yield Fund	High Yield Bonds	Jan 22, 1990	0.75%	-0.62%	5.25%	6.23%	81
PBMFX	Pioneer AMT Free Municipal Fund	Municipal Bonds	Sep 29, 1996	0.78%	-1.03%	0.76%	4.62%	3
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 6, 2000	0.78%	-0.37%	1.76%	4.12%	33
PBPNX	PIMCO RealPath Blend 2030 Fund	Target Retirement Date	Dec 30, 2014	0.04%	-0.08%	8.03%	3.97%	64
PBQAX	PGIM Jennison Blend Fund	Large Cap Growth Equities	Jan 22, 1990	0.94%	-2.35%	14.39%	10.21%	39
PBRNX	PIMCO RealPath Blend Income Fund	Target Retirement Date	Dec 30, 2014	0.03%	0.05%	6.42%	4.18%	63
PBSIX	Polen U.S. Small Company Growth Fund	Small Cap Growth Equities	Nov 1, 2017	1.26%	5.85%	—	0.00%	45
PBSMX	PGIM Short-Term Corporate Bond Fund	Short-Term Bond	Sep 1, 1989	0.71%	-0.21%	2.25%	3.50%	87
PBXIX	Rational/Pier 88 Convertible Securities Fund	Convertible Bonds	Dec 5, 2019	0.99%	-1.15%	—	5.94%	8
PCBAX	BlackRock Tactical Opportunities Fund	Macro Trading	Dec 28, 1988	1.08%	3.61%	5.12%	0.00%	67
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	Dec 6, 2000	0.67%	-10.68%	11.87%	6.51%	1
PCCOX	T. Rowe Price U.S. Equity Research Fund I Class	Large Cap Blend Equities	Nov 29, 2016	0.34%	-3.46%	—	1.84%	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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