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
PGSGX	JPMorgan Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1991	1.24%	0.46%	11.63%	7.36%	29
PGSIX	Putnam Mortgage Securities Fund	Intermediate Core-Plus Bond	Feb 8, 1984	0.89%	1.77%	1.45%	5.11%	51
PGTAX	Putnam Global Technology Fund Class A	Technology Equities	Dec 18, 2008	1.04%	-2.58%	21.29%	11.76%	67
PGTQX	PGIM Global Total Return Fund - Class R6	Global Bonds	Feb 3, 2012	0.54%	-1.41%	1.82%	3.69%	38
PGTYX	Putnam Global Technology Fund	Technology Equities	Dec 17, 2008	0.62%	-2.50%	21.59%	11.11%	66
PGUAX	Virtus Duff & Phelps Global Infrastructure Fund	Energy Equities	Dec 29, 2004	1.27%	10.92%	7.89%	7.94%	80
PGVAX	PGIM Government Income Fund	Government Bonds	Jan 21, 1990	1.08%	-0.04%	0.40%	3.13%	26
PGVFX	Polaris Global Value Fund	Global Equities	May 31, 1998	0.99%	6.95%	9.91%	4.84%	91
PGWCX	Virtus Focused Growth Fund	Large Cap Growth Equities	Feb 24, 1984	1.70%	-9.56%	16.94%	15.34%	28
PHCHX	Virtus Newfleet High Yield Fund	High Yield Bonds	Jul 28, 1980	1.00%	-0.57%	5.25%	6.26%	54
PHEZX	PGIM Global Total Return (USD Hedged) Fund	Global Bonds	Dec 11, 2017	0.63%	-0.63%	—	3.76%	50
PHIYX	PIMCO High Yield Fund	High Yield Bonds	Dec 15, 1992	0.56%	-1.07%	5.10%	5.83%	77
PHMIX	PIMCO High Yield Municipal Bond Fund	High Yield Muni	Jul 30, 2006	0.55%	0.28%	3.73%	4.57%	18
PHPIX	ProFunds Pharmaceuticals UltraSector Fund	Leveraged Equities, Leveraged	Jun 27, 2000	1.78%	-5.14%	5.88%	0.94%	53
PHRAX	Virtus Duff & Phelps Real Estate Securities Fund	REIT	Mar 1, 1995	1.36%	6.10%	5.70%	5.58%	10
PHSKX	Virtus KAR Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1975	1.24%	-12.73%	9.84%	53.10%	1
PHSPX	PIMCO High Yield Spectrum Fund	High Yield Bonds	Sep 15, 2010	0.71%	-1.21%	5.86%	5.94%	85
PHSTX	Putnam Global Health Care Fund	Health & Biotech Equities	May 27, 1982	1.05%	-2.90%	8.98%	1.84%	13
PHSWX	Parvin Hedged Equity Solari World Fund	Long-Short	Jan 27, 2021	0.01%	7.66%	—	0.45%	60
PHSZX	PGIM Jennison Health Sciences Fund	Health & Biotech Equities	Jun 29, 1999	0.86%	-4.65%	12.60%	11.46%	41

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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