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
PGEIX	Polen Global Emerging Markets Growth Fund	Emerging Markets Diversified	Oct 15, 2020	1.25%	0.10%	—	0.00%	—
PGEOX	George Putnam Balanced Fund	Diversified Portfolio	Nov 5, 1937	0.94%	-1.48%	9.33%	7.91%	65
PGFIX	Virtus Silvant Focused Growth Fund Class Inst	Large Cap Growth Equities	Mar 31, 1999	0.67%	-9.33%	17.40%	5.98%	33
PGGAX	American Funds Global Growth Portfolio Class A	Global Equities	May 18, 2012	0.78%	-2.93%	11.10%	5.77%	63
PGGIX	Putnam Global Income Trust	Global Bonds	May 31, 1987	0.91%	-0.67%	0.72%	3.50%	32
PGHAX	Putnam Global Health Care Fund	Health & Biotech Equities	Aug 17, 2020	0.72%	-2.82%	—	1.91%	14
PGIIX	Polen Global Growth Fund	Global Equities	Dec 29, 2014	0.99%	-14.98%	9.23%	25.42%	1
PGILX	Putnam Focused Equity Fund	Large Cap Growth Equities	Dec 18, 2008	0.90%	-4.89%	13.75%	8.27%	49
PGINX	Impax Global Environmental Markets Fund Institutio...	Global Equities, Sustainable, Alternative Energy Equities	Mar 27, 2008	0.90%	0.00%	9.86%	23.71%	31
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	Sep 24, 2013	1.17%	9.89%	9.75%	6.54%	89
PGKZX	PGIM Jennison Technology Fund	Technology Equities	Jun 18, 2018	0.85%	-6.02%	—	5.80%	45
PGLOX	T. Rowe Price Global Consumer Fund	Consumer Staples Equities	Jun 26, 2016	1.05%	0.16%	—	53.18%	15
PGNAX	PGIM Jennison Natural Resources Fund	Energy Equities	Jan 21, 1990	1.27%	19.50%	12.65%	0.80%	94
PGOAX	PGIM Jennison Small Company Fund	Small Cap Growth Equities	Jan 22, 1990	1.13%	1.50%	11.92%	7.99%	30
PGOFX	Pioneer Select Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 1993	0.99%	1.24%	12.45%	16.41%	69
PGOVX	PIMCO Long-Term U.S. Government Fund	Government Bonds	Jan 2, 1994	1.05%	-0.18%	-1.07%	3.59%	4
PGOYX	Putnam Large Cap Growth Y	Large Cap Growth Equities	Aug 27, 1999	0.65%	-8.85%	16.96%	5.74%	22
PGP	PIMCO Global StocksPLUS & Income Fund	Global Allocation	May 31, 2005	—	-3.33%	2.26%	9.60%	38
PGROX	BNY Mellon Worldwide Growth Fund	Global Equities	Jul 14, 1993	1.13%	-6.25%	11.18%	18.90%	16
PGRTX	Principal SmallCap Growth Fund I	Small Cap Growth Equities	Dec 6, 2000	0.94%	-0.26%	12.46%	9.22%	46

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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