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
PIGDX	Federated Hermes International Growth Fund	Foreign Large Cap Equities	Feb 28, 2016	0.84%	2.56%	—	0.00%	0
PIGFX	Pioneer Fundamental Growth Fund	Large Cap Growth Equities	Aug 22, 2002	1.00%	-8.59%	12.98%	20.99%	11
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	Apr 28, 2000	0.51%	-0.85%	2.93%	4.43%	26
PIIFX	Pioneer International Equity Fund	Foreign Large Cap Equities	Mar 25, 1993	1.15%	-1.16%	9.82%	4.44%	82
PIM	Putnam Master Intermediate Income Trust	Intermediate Core-Plus Bond	Apr 29, 1988	1.09%	1.12%	4.82%	7.98%	23
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	Mar 30, 2007	0.62%	-0.62%	4.75%	5.53%	70
PIMSX	Virtus Newfleet Multi-Sector S/T Bd I	Short-Term Bond	Nov 3, 2016	0.65%	0.09%	3.18%	4.33%	94
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	Nov 1, 1954	0.73%	0.40%	2.17%	4.48%	50
PINDX	Pioneer Disciplined Growth Fund	Large Cap Growth Equities	Dec 15, 2005	1.05%	-6.36%	14.56%	4.82%	46
PINIX	Principal International Fund I	Foreign Large Cap Equities	Dec 29, 2003	0.79%	1.34%	9.92%	3.69%	78
PINRX	Principal Diversified International Fund	Foreign Large Cap Equities	Dec 6, 2000	1.32%	0.65%	8.21%	2.04%	66
PINZX	Principal Overseas Fund	Foreign Large Cap Equities	Sep 29, 2008	0.97%	0.85%	11.15%	9.63%	71
PIOBX	Pioneer Bond Fund	Intermediate Core-Plus Bond	Oct 31, 1978	0.79%	-0.09%	2.11%	3.43%	40
PIODX	Pioneer Fund	Large Cap Blend Equities	Feb 10, 1928	1.06%	0.07%	15.41%	10.02%	77
PIOTX	Pioneer Core Equity Fund	Large Cap Blend Equities	Nov 18, 1999	0.88%	-0.49%	12.53%	7.57%	49
PIPAX	PIMCO StocksPLUS® International Fund (U.S. Dollar-...	Foreign Large Cap Equities	Oct 31, 2003	1.15%	2.15%	11.27%	5.49%	29
PIPIX	Principal Inflation Protection Fund	Inflation-Protected Bonds	Dec 28, 2004	0.39%	0.78%	2.42%	4.67%	28
PIPNX	PIMCO Income Fund Class I-3	Multisector Bonds	Apr 30, 2018	0.77%	-0.65%	—	5.39%	68
PIREX	Principal Real Estate Securities Fund Institutiona...	REIT	Dec 6, 2000	0.86%	4.99%	5.85%	2.50%	6
PIRMX	PIMCO Inflation Response Multi-Asset Fund Institut...	Diversified Portfolio	Aug 31, 2011	1.91%	4.32%	7.69%	2.48%	91

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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