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
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	Jan 2, 1990	0.50%	-3.65%	13.53%	10.74%	44
PEPFX	PIMCO RAE Emerging Markets Fund	Emerging Markets Diversified	Jun 4, 2015	0.85%	8.85%	11.19%	2.68%	78
PEQIX	Pioneer Equity Income Fund	Large Cap Value Equities	Jul 25, 1990	1.02%	3.55%	8.96%	8.68%	25
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	Jul 2, 2012	0.54%	1.32%	13.55%	5.27%	56
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	Jul 1, 1994	1.07%	-1.67%	9.43%	7.08%	79
PESPX	BNY Mellon MidCap Index Fund	Mid Cap Blend Equities	Jun 29, 1998	0.50%	3.34%	10.36%	11.85%	30
PEXMX	T. Rowe Price Extended Equity Market Index Fund	Mid Cap Growth Equities	Jan 30, 1998	0.23%	-0.20%	11.53%	7.09%	38
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jun 15, 1977	0.88%	1.25%	12.58%	5.02%	54
PFADX	PFG BNY Mellon Diversifier Strategy Fund	Global Allocation	Dec 10, 2017	2.05%	1.85%	—	2.42%	62
PFBPX	PIMCO International Bond Fund (U.S. Dollar-Hedged)...	Global Bonds	Apr 30, 2008	0.67%	-1.28%	2.77%	4.12%	19
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	Jan 31, 1991	1.29%	-3.66%	4.39%	7.00%	17
PFDOX	PFG Active Core Bond Strategy Fund	Multisector Bonds	Dec 10, 2017	2.03%	-0.69%	—	2.81%	31
PFFFX	PFG Equity Index Focused Strategy Fund	Global Equities	Apr 30, 2020	2.02%	-1.69%	—	3.57%	54
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	Apr 30, 2020	2.03%	-2.87%	—	17.70%	41
PFIIX	PIMCO Low Duration Income Fund	Short-Term Bond	Jul 30, 2004	0.50%	-0.24%	5.14%	5.02%	92
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	Apr 12, 2015	0.79%	-0.06%	6.15%	3.84%	80
PFIUX	PIMCO Dynamic Bond Fund	Nontraditional Bonds	Jun 29, 2008	0.81%	-1.14%	3.89%	4.87%	75
PFJDX	PFG JP Morgan Tactical Moderate Strategy Fund	Diversified Portfolio	Mar 14, 2018	2.05%	-1.85%	—	6.07%	40
PFL	PIMCO Income Strategy Fund	Multisector Bonds	Aug 26, 2003	—	-2.90%	8.87%	12.29%	10
PFLEX	PIMCO Flexible Credit Income Fund	Multisector Bonds	Feb 21, 2017	2.10%	-2.69%	—	5.14%	16

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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