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
PLWIX	Principal LifeTime 2020 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-0.50%	7.07%	10.13%	57
PLZTX	Principal LifeTime Hybrid 2030 Fund R-6	Target Retirement Date	Sep 30, 2014	0.33%	-0.35%	8.26%	4.67%	65
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	Dec 22, 2011	0.85%	1.88%	8.54%	5.76%	92
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	Nov 22, 2016	0.60%	-10.67%	—	6.49%	1
PMBAX	JPMorgan Tax Free Bond Fund	Municipal Bonds	Feb 29, 1988	0.67%	-0.36%	1.55%	3.30%	17
PMBIX	PIMCO Total Return II Fund	Intermediate Core Bond	Dec 30, 1991	0.50%	-0.28%	2.23%	3.52%	33
PMBMX	Principal MidCap Fund	Mid Cap Growth Equities	Dec 6, 2000	1.15%	-10.79%	11.41%	7.18%	1
PMDIX	Principal Small-MidCap Dividend Income Fund	Mid Cap Value Equities	Jun 6, 2011	0.85%	4.32%	9.81%	3.06%	29
PMDRX	PIMCO Moderate Duration Fund	Intermediate Core-Plus Bond	Dec 31, 1996	0.46%	-0.73%	2.41%	4.07%	55
PMEFX	Penn Mutual Am 1847 Income Fund	Diversified Portfolio	Jul 30, 2020	0.65%	0.00%	—	7.34%	5
PMEGX	T. Rowe Price Institutional Mid Cap Equity Growth ...	Mid Cap Growth Equities	Jul 31, 1996	0.61%	-3.22%	9.84%	21.80%	12
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	Dec 22, 2011	0.55%	2.05%	9.01%	5.98%	93
PMFLX	PIMCO Flexible Municipal Income Fund	Municipal Bonds	Mar 14, 2019	0.70%	0.05%	—	2.12%	6
PMFMX	Principal MidCap S&P 400 Index Fund	Mid Cap Blend Equities	Dec 6, 2000	0.73%	3.31%	11.33%	7.94%	29
PMFYX	Pioneer Multi-Asset Income Fund	Global Allocation	Dec 21, 2011	0.65%	1.92%	8.71%	5.93%	92
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	Jun 5, 2015	0.50%	1.55%	12.45%	3.11%	24
PML	PIMCO Municipal Income Fund II	Municipal Bonds	Jun 28, 2002	1.08%	0.07%	-0.18%	6.38%	2
PMNPX	PIMCO National Intermediate Municipal Bond Fund	Municipal Bonds	May 30, 2012	0.55%	-0.01%	2.25%	3.21%	52
PMOAX	Principal Opportunistic Municipal Fund	High Yield Muni	Jun 13, 2012	0.84%	-0.23%	2.50%	4.26%	10
PMOTX	Putnam Mortgage Opportunities Fund	Nontraditional Bonds	Apr 6, 2015	0.47%	2.97%	4.35%	4.22%	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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