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
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	Feb 28, 2019	0.00%	-0.85%	—	5.11%	85
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	Oct 31, 2003	0.76%	2.35%	11.80%	5.02%	34
PISMX	Principal International Small Company Fund	Foreign Small & Mid Cap Equities	Dec 30, 2014	1.16%	-1.52%	6.58%	2.98%	61
PIUIX	Federated Hermes International Equity Fd	Foreign Large Cap Equities	Aug 1, 1997	0.94%	2.11%	-2.59%	0.00%	0
PIYFX	Invesco Multi-Asset Income Fund	Diversified Portfolio	Dec 13, 2011	0.59%	-0.33%	4.06%	6.45%	47
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	Mar 4, 2014	0.99%	3.43%	14.07%	6.22%	60
PJEZX	PGIM US Real Estate Fund	REIT	Dec 21, 2010	1.00%	7.46%	8.30%	1.86%	16
PJFAX	PGIM Jennison Growth Fund	Large Cap Growth Equities	Nov 2, 1995	0.97%	-10.28%	18.07%	14.95%	16
PJGZX	PGIM Jennison Focused Value Fund	Large Cap Value Equities	Nov 7, 1996	0.75%	2.50%	12.96%	8.72%	62
PJIZX	PGIM Quant Solutions International Equity Fund	Foreign Large Cap Equities	Feb 29, 2000	1.04%	3.86%	9.80%	9.67%	90
PJNQX	PGIM Jennison Natural Resources R6	Commodity Producers Equities	Dec 27, 2010	0.82%	19.62%	13.18%	1.04%	95
PKAIX	PIMCO RAE US Fund	Large Cap Value Equities	Jun 5, 2015	0.40%	8.87%	12.90%	12.65%	73
PKBIX	Payden/Kravitz Cash Balance Plan Fund	Multisector Bonds	Sep 21, 2008	1.25%	-0.20%	3.55%	8.27%	74
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	Oct 18, 1996	1.00%	1.81%	15.12%	14.05%	6
PLBBX	Plumb Balanced Fund	Diversified Portfolio	May 23, 2007	1.19%	-1.19%	9.30%	9.50%	39
PLBEX	Plumb Equity Fund	Large Cap Growth Equities	May 24, 2007	1.19%	-7.68%	12.09%	5.37%	14
PLDIX	PIMCO Low Duration ESG Fund	Short-Term Bond	Dec 31, 1996	0.50%	-0.20%	1.86%	3.33%	81
PLDTX	PIMCO Low Duration II Fund	Short-Term Bond	Oct 31, 1991	0.50%	-0.27%	1.84%	3.51%	86
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	Mar 1, 2001	0.11%	-3.55%	14.17%	3.06%	48
PLFLX	Aristotle Floating Rate Income Fund Class A	Bank Loan	Jun 30, 2011	1.05%	-0.59%	4.82%	6.98%	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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