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
PFLRX	Putnam Floating Rate Income Fund	Bank Loan	Aug 3, 2004	1.03%	-1.48%	3.80%	6.37%	55
PFMIX	PIMCO Municipal Bond Fund	Municipal Bonds	Dec 30, 1997	0.44%	0.13%	2.91%	4.01%	35
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	Oct 27, 2004	1.74%	-5.40%	8.42%	12.51%	6
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	Feb 13, 1992	1.40%	-1.47%	4.65%	7.20%	17
PFOAX	PIMCO International Bond Fund (U.S. Dollar-Hedged)...	Global Bonds	Dec 2, 1992	0.97%	-1.69%	2.44%	3.47%	13
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	Dec 1, 1992	0.50%	-1.62%	2.83%	3.85%	15
PFSEX	PFG JP Morgan Tactical Aggressive Strategy Fund	Global Equities	Dec 10, 2017	2.05%	-2.70%	—	17.84%	43
PFSIX	PIMCO Emerging Markets Full Spectrum Bond Fund	Emerging Markets Bonds	Feb 24, 2013	0.94%	-2.02%	3.95%	6.43%	84
PFSLX	Paradigm Select Fund	Mid Cap Blend Equities	Jan 3, 2005	1.16%	16.18%	14.86%	0.12%	86
PFSMX	PFG MFS Aggressive Growth Strategy Fund	Global Equities	Dec 10, 2017	2.05%	-0.32%	—	9.55%	30
PFSVX	iMGP SBH Focused Small Value Fund	Small Cap Value Equities	Jul 30, 2020	1.15%	-1.85%	—	4.34%	11
PFSZX	PGIM Jennison Financial Services Fund	Financials Equities	Jun 30, 1999	1.00%	-9.47%	12.51%	10.73%	5
PFTEX	PFG Meeder Tactical Strategy Fund	Tactical Allocation	Dec 10, 2017	2.05%	-1.22%	—	9.57%	47
PFTSX	PFG Tactical Income Strategy Fund	Diversified Portfolio	Apr 30, 2020	2.03%	-1.12%	—	1.77%	60
PFUIX	PIMCO International Bond Fund (Unhedged)	Global Bonds	Apr 29, 2004	0.50%	-3.25%	0.58%	3.79%	12
PFUMX	Principal Finisterre Emerging Markets Total Return...	Emerging Markets Bonds	Jul 10, 2016	0.84%	-0.84%	—	5.46%	93
PGAIX	PIMCO Global Core Asset Allocation Fund	Global Allocation	Oct 28, 2008	1.00%	2.06%	8.43%	2.50%	91
PGBIX	PIMCO Global Bond Opportunities Fund (U.S. Dollar-...	Global Bonds	Feb 25, 1998	0.55%	-2.07%	3.22%	4.64%	28
PGBOX	JPMorgan Core Bond Fund	Intermediate Core Bond	May 1, 1992	0.70%	-0.08%	1.73%	3.46%	29
PGDIX	Principal Diversified Income Fund	Multisector Bonds	Dec 14, 2008	0.68%	-1.59%	4.14%	5.84%	25

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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