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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Prudential Day One 2020 FundTarget Retirement DateDec 12, 20160.76%
1.34%
4.00%
72
Prudential Day One 2025 FundTarget Retirement DateDec 12, 20160.00%
1.20%
5.56%
74
PGIM Jennison Emerging Markets Equity Opportunitie...Emerging Markets DiversifiedSep 15, 20141.05%
8.44%
9.68%
2.04%
44
Perkins Discovery FundHealth & Biotech EquitiesApr 8, 19982.50%
-11.90%
9.48%
4.82%
15
Prudential Day One 2030 FundTarget Retirement DateDec 12, 20160.49%
0.68%
3.86%
62
T. Rowe Price Dividend Growth FundLarge Cap Value Equities, DividendDec 17, 20150.51%
-0.15%
12.51%
8.25%
29
Prudential Day One 2035 FundTarget Retirement DateDec 12, 20160.02%
0.65%
4.28%
65
PIMCO RealPath Blend 2035 FundTarget Retirement DateDec 30, 20140.05%
-0.16%
8.97%
5.25%
62
Prudential Day One 2040 FundTarget Retirement DateDec 12, 20160.00%
0.54%
4.61%
63
PGIM Emerging Markets Debt Hard Currency FundEmerging Markets BondsDec 11, 20170.75%
-1.61%
6.49%
79
Virtus KAR Equity Income FundLarge Cap Blend EquitiesSep 25, 19971.20%
4.29%
9.92%
6.61%
54
Prudential Day One 2045 FundTarget Retirement DateDec 12, 20160.08%
0.31%
4.10%
61
PIMCO Diversified Income FundMultisector BondsJul 30, 20030.75%
-1.00%
4.41%
5.10%
77
Putnam Diversified Income TrustNontraditional BondsOct 2, 19881.01%
0.33%
3.32%
4.10%
87
Putnam Retirement Advantage 2030 FundTarget Retirement DateDec 30, 20190.45%
0.00%
7.63%
78
Prudential Day One 2050 FundTarget Retirement DateDec 12, 20160.18%
0.37%
4.26%
59
Prudential Day One 2055 FundTarget Retirement DateDec 12, 20160.25%
0.00%
3.99%
57
Prudential Day One 2060 FundTarget Retirement DateDec 12, 20160.25%
0.06%
4.21%
58
PIMCO GNMA and Government Securities FundGovernment BondsJul 30, 19970.50%
0.81%
1.58%
3.92%
44
Prudential Day One 2065 FundTarget Retirement DateDec 15, 20190.41%
0.07%
2.65%
58

Rows per page

5101–5120 of 7475

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.

0%Annualized Volatility0%Annualized Return

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