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
PCDIX	PIMCO California Short Duration Municipal Income F...	Municipal Bonds	Aug 30, 2006	0.33%	0.24%	1.67%	2.90%	91
PCDLX	Putnam Retirement Advantage 2035 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.63%	—	10.08%	67
PCEMX	PACE International Emerging Markets Equity Investm...	Emerging Markets Diversified	Aug 23, 1995	1.20%	3.20%	7.85%	4.75%	84
PCEWX	PIMCO Climate Bond Fund	Corporate Bonds	Dec 10, 2019	0.71%	-0.85%	—	3.04%	24
PCF	High Income Securities Fund	Convertible Bonds	Jul 9, 1987	—	-5.88%	6.69%	12.59%	2
PCFAX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	1.21%	0.88%	3.43%	2.95%	25
PCFIX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	0.85%	1.00%	4.05%	2.96%	26
PCGLX	PACE Global Fixed Income Investments	Global Bonds	Aug 23, 1995	0.84%	-1.56%	0.04%	3.83%	17
PCGRX	Pioneer Mid Cap Value Fund	Mid Cap Value Equities	Jul 25, 1990	1.05%	3.80%	8.94%	6.93%	29
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	Intermediate Core Bond	Aug 24, 1995	0.73%	3.03%	1.66%	4.42%	76
PCIEX	PACE International Equity Investments	Foreign Large Cap Equities	Aug 24, 1995	1.33%	-0.26%	9.52%	12.88%	66
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	Aug 24, 1995	0.61%	0.26%	2.10%	5.53%	54
PCIMX	PIMCO California Intermediate Municipal Bond Fund	Municipal Bonds	May 22, 2000	0.46%	-0.11%	2.05%	3.43%	45
PCJSX	Putnam RetirementReady 2065 Fund	Target Retirement Date	Jan 3, 2021	0.03%	-4.18%	—	10.70%	32
PCKEX	Putnam Retirement Advantage 2065 Fund	Target Retirement Date	Dec 29, 2020	0.45%	-1.02%	—	7.43%	64
PCKPX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Apr 30, 2008	0.80%	1.22%	9.67%	4.18%	43
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	Commodities	May 28, 2010	1.19%	31.01%	12.61%	1.29%	79
PCLCX	PACE Large Co Growth Equity Investments	Large Cap Growth Equities	Aug 24, 1995	0.88%	-9.31%	13.46%	22.77%	8
PCLIX	PIMCO CommoditiesPLUS Strategy Fund	Commodities	May 27, 2010	0.98%	31.09%	13.54%	1.43%	81
PCLPX	PIMCO CommoditiesPLUS Strategy I2	Commodities	May 28, 2010	0.92%	31.22%	12.97%	1.41%	81

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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