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
PMPIX	ProFunds Precious Metals UltraSector Fund	Leveraged Equities, Leveraged	Jun 2, 2002	1.53%	15.48%	19.15%	0.37%	92
PMTGX	PIA MBS Bond Fund	Government Bonds	Feb 27, 2006	0.23%	0.15%	1.24%	3.78%	39
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-0.84%	8.33%	9.77%	51
PMVAX	Putnam Sustainable Future Fund	Mid Cap Growth Equities	Nov 1, 1999	1.00%	-7.08%	8.35%	15.32%	8
PMYAX	Putnam Core Equity Fund Class A	Large Cap Blend Equities	Sep 24, 2010	0.95%	-4.56%	14.86%	2.67%	40
PMYRX	Pioneer Flexible Opportunities Fund	Tactical Allocation	May 2, 2010	0.90%	-0.90%	7.62%	9.37%	61
PMYYX	Putnam Multi-Cap Core Fund	Large Cap Blend Equities	Sep 24, 2010	0.71%	-4.50%	15.15%	2.89%	40
PMZIX	PIMCO Mortgage Opportunities and Bond Fund	Nontraditional Bonds	Oct 21, 2012	0.60%	0.22%	3.64%	5.17%	77
PNAIX	T. Rowe Price All-Cap Opportunities Fund I Class	Large Cap Growth Equities	Dec 17, 2015	0.66%	-9.00%	15.59%	18.52%	46
PNGAX	Putnam International Value Fund	Foreign Large Cap Equities	Jul 31, 1996	1.27%	3.65%	9.47%	2.86%	74
PNIGX	BlackRock U.S. Government Bond Portfolio	Government Bonds	Apr 19, 1992	0.45%	—	—	1.61%	—
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	Dec 30, 2009	0.15%	0.35%	1.52%	4.00%	40
PNOPX	Putnam Sustainable Leaders Fund	Large Cap Growth Equities	Aug 31, 1990	0.99%	-8.90%	13.82%	12.31%	14
PNRAX	Putnam Research Fund	Large Cap Blend Equities	Oct 2, 1995	1.03%	-2.45%	14.76%	11.78%	59
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1997	1.23%	0.93%	14.19%	0.42%	34
PNVAX	Putnam International Capital Opportunities Fund	Foreign Small & Mid Cap Equities	Dec 27, 1995	1.51%	-4.41%	7.87%	13.67%	46
PNYIX	PIMCO New York Municipal Fund	Municipal Bonds	Aug 8, 2004	0.46%	0.33%	2.46%	3.70%	29
POAAX	Pacific Funds Portfolio Optimization Conservative	Diversified Portfolio	Dec 30, 2003	0.60%	-0.19%	3.93%	3.84%	68
POAGX	PrimeCap Odyssey Aggressive Growth Fund	Mid Cap Growth Equities	Nov 1, 2004	0.65%	-4.91%	12.94%	13.94%	62
POBAX	Pacific Funds Portfolio Optimization Moderate-Cons...	Diversified Portfolio	Dec 30, 2003	0.60%	-0.63%	5.45%	3.07%	58

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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