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
PHTFX	Principal LifeTime Hybrid Income Fund	Target Retirement Date	Sep 29, 2014	0.05%	0.00%	4.78%	4.54%	72
PHTJX	Principal LifeTime Hybrid 2035 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.52%	8.99%	4.71%	61
PHTMX	Principal LifeTime Hybrid 2015 Fund	Target Retirement Date	Sep 29, 2014	0.05%	0.00%	5.97%	4.41%	72
PHTNX	Principal LifeTime Hybrid 2030 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.35%	8.23%	4.63%	64
PHTQX	Principal LifeTime Hybrid 2025 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.22%	7.49%	4.93%	67
PHTTX	Principal LifeTime Hybrid 2020 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.16%	6.72%	6.13%	68
PHTUX	Principal LifeTime Hybrid 2050 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.94%	10.80%	4.91%	59
PHTYX	Principal LifeTime Hybrid 2045 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.81%	10.35%	4.98%	59
PHYIX	Putnam High Yield Fund	High Yield Bonds	Mar 25, 1986	1.01%	-0.32%	5.60%	5.63%	87
PHYPX	PACE High Yield Investments	High Yield Bonds	Apr 10, 2006	0.91%	-0.37%	5.50%	6.35%	57
PHYQX	PGIM High Yield Fund Class R6	High Yield Bonds	Oct 31, 2011	0.38%	-0.56%	5.89%	6.57%	84
PHYSX	PIA High Yield Fund	High Yield Bonds	Dec 31, 2010	0.86%	-1.50%	5.50%	7.91%	10
PHYZX	PGIM High Yield Fund Class Z	High Yield Bonds	Jan 22, 1990	0.51%	-0.57%	6.14%	6.45%	83
PIALX	Pioneer Solutions - Balanced Fund	Global Allocation	Aug 8, 2004	0.44%	0.99%	7.45%	5.69%	91
PIAMX	PIA High Yield (MACS) Fund	High Yield Bonds	Dec 26, 2017	0.20%	-1.33%	—	8.44%	12
PIASX	PIA Short Term Securities Fund	Ultrashort Bond	Apr 29, 1994	0.39%	0.23%	2.29%	4.10%	99
PIDIX	Principal International Equity Index Fund	Foreign Large Cap Equities	Dec 30, 2009	0.32%	2.01%	8.81%	3.36%	66
PIEFX	Federated Hermes Emerging Markets Equity Fund	Emerging Markets Diversified	Mar 30, 2017	0.98%	4.59%	—	1.63%	78
PIEQX	T. Rowe Price International Equity Index Fund	Foreign Large Cap Equities	Nov 30, 2000	0.29%	2.00%	8.60%	3.13%	66
PIFZX	PGIM Short-Term Corporate Bond Fund Class Z	Short-Term Bond	Dec 16, 1996	0.47%	-0.17%	2.50%	3.72%	87

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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