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
PDPAX	Virtus Duff & Phelps Real Asset Fund	Global Allocation	Nov 29, 2005	0.81%	9.52%	7.50%	1.62%	79
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	Mar 15, 2010	0.83%	11.69%	6.83%	3.84%	90
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	Jul 2, 2019	1.20%	4.04%	—	1.78%	82
PDSZX	PGIM Short Duration Muni Fund	Municipal Bonds	May 28, 2014	0.32%	0.13%	1.85%	2.89%	62
PDT	John Hancock Premium Dividend Fund	Dividend	Dec 14, 1989	5.06%	6.00%	7.18%	7.49%	22
PDVAX	PIMCO Diversified Income Fund Class A	Multisector Bonds	Jul 31, 2003	1.21%	-1.06%	3.95%	4.73%	75
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	Feb 1, 2019	2.31%	14.84%	—	21.62%	7
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	Jun 5, 2015	1.10%	8.77%	10.51%	2.73%	78
PEBIX	PIMCO Emerging Markets Bond Fund	Emerging Markets Bonds	Jul 30, 1997	0.83%	-1.15%	4.61%	6.06%	87
PEDIX	PIMCO Extended Duration Fund	Government Bonds	Aug 30, 2006	0.50%	0.33%	-2.64%	3.16%	3
PEFIX	PIMCO RAE PLUS EMG Fund	Emerging Markets Diversified	Nov 25, 2008	1.10%	8.40%	11.83%	4.15%	88
PEGZX	PGIM Jennison Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1996	0.71%	-6.95%	14.12%	8.71%	5
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jan 10, 1998	0.65%	1.32%	13.40%	5.22%	55
PELAX	PIMCO Emerging Markets Local Currency and Bond Fun...	Emerging Markets Bonds	Aug 1, 2007	2.00%	-2.08%	3.91%	6.76%	84
PELBX	PIMCO Emerging Markets Local Currency and Bond Fun...	Emerging Markets Bonds	Dec 28, 2006	1.22%	-2.62%	4.16%	6.53%	82
PEMGX	Principal MidCap Fund Class A	Mid Cap Blend Equities	Jun 28, 2005	0.91%	-10.73%	11.61%	6.85%	1
PEMIX	PIMCO Emerging Markets Corporate Bond Fund	Emerging Markets Bonds	Jun 30, 2009	0.90%	-1.57%	3.76%	5.97%	64
PEMYX	Putnam Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 28, 2008	1.08%	5.56%	10.38%	0.74%	88
PENNX	Royce Pennsylvania Mutual Fund	Small Cap Blend Equities	Oct 31, 1972	0.92%	4.98%	11.02%	6.38%	52
PEO	Adams Natural Resources Closed Fund	Energy Equities	Jan 30, 1929	0.64%	24.57%	11.44%	7.57%	48

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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