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
PCLVX	PACE Large Co Value Equity Investments	Large Cap Value Equities	Aug 24, 1995	1.07%	0.56%	10.00%	13.35%	44
PCM	PCM Fund Inc.	Mortgage Backed Securities	Sep 2, 1993	—	-3.63%	5.19%	13.45%	4
PCMNX	PACE Municipal Fixed Income Investments	Municipal Bonds	Aug 23, 1995	0.57%	0.06%	1.88%	2.80%	49
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	Dec 20, 2001	0.85%	-3.17%	8.30%	11.22%	14
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	Jun 28, 1972	1.03%	4.69%	10.52%	5.15%	71
PCQ	PIMCO California Municipal Income Fund	Municipal Bonds	Jun 29, 2001	—	-0.52%	-1.63%	5.03%	4
PCRAX	PIMCO Commodity Real Return Strategy Fund Class A	Commodities	Nov 29, 2002	1.30%	22.57%	9.13%	4.27%	82
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	Jun 27, 2002	0.80%	22.73%	-1.79%	4.13%	83
PCRPX	PIMCO Commodity Real Return Strategy Fund	Commodities	Apr 30, 2008	0.92%	22.67%	9.47%	4.15%	83
PCSFX	Principal Capital Securities Fund	Preferred Stock/Convertible Bonds	Mar 13, 2014	0.00%	-0.69%	5.49%	5.59%	88
PCSGX	PACE Small/Medium Co Growth Equity Investments	Small Cap Growth Equities	Aug 24, 1995	1.03%	-4.49%	9.69%	6.70%	10
PCSIX	PACE Strategic Fixed Income Investments	Intermediate Core-Plus Bond	Aug 24, 1995	0.66%	0.07%	2.67%	5.27%	56
PCSVX	PACE Small/Medium Co Value Equity Investments	Small Cap Value Equities	Aug 24, 1995	1.02%	2.99%	7.93%	3.44%	20
PCTIX	PIMCO California Municipal Bond Fund	Municipal Bonds	May 30, 2012	0.44%	0.42%	2.74%	3.65%	30
PDAHX	Prudential Day One Income Fund	Target Retirement Date	Dec 12, 2016	0.16%	1.60%	—	4.77%	81
PDAVX	PineBridge Dynamic Asset Allocation Fund	Global Allocation	Mar 1, 2016	0.90%	-2.89%	—	1.79%	31
PDBAX	PGIM Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 10, 1995	0.76%	-0.24%	2.55%	3.93%	32
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	Jan 14, 1997	0.49%	-0.12%	2.96%	4.17%	36
PDCC	Pearl Diver Credit Company	CLO	Jul 18, 2024	—	-19.72%	—	24.91%	0
PDCZX	PGIM Income Builder Fund	Diversified Portfolio	Nov 17, 1998	0.18%	3.19%	7.03%	4.48%	79

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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