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
PPQZX	PIMCO RealPath Blend 2050 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.26%	10.56%	4.00%	66
PPRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 30, 2011	0.76%	4.21%	7.72%	2.42%	91
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock/Convertible Bonds	Apr 30, 2002	0.79%	-0.85%	4.41%	5.35%	76
PPT	Putnam Premier Income Trust	Multisector Bonds	Feb 29, 1988	—	3.94%	5.11%	8.67%	28
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	Jun 1, 2004	0.96%	4.72%	10.68%	8.48%	38
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	Jun 4, 2015	0.60%	11.11%	9.12%	7.00%	93
PQCCX	PGIM Quant Solutions Mid-Cap Core Equity Fund	Mid Cap Blend Equities	Nov 17, 2016	0.81%	3.35%	—	3.42%	30
PQCMX	PGIM Quant Solutions Commodity Strategies Fund	Commodities	Nov 14, 2016	0.62%	28.82%	—	6.28%	88
PQCNX	PGIM Core Conservative Bond Fund	Intermediate Core Bond	Nov 15, 2016	0.50%	-0.01%	—	3.86%	33
PQDMX	PGIM Quant Solutions International Developed Marke...	Foreign Large Cap Equities	Nov 17, 2016	0.31%	1.91%	—	3.36%	67
PQEMX	PGIM Quant Solutions Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 28, 2016	1.20%	5.37%	—	17.91%	89
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	May 31, 1939	0.86%	2.53%	12.14%	9.70%	49
PQIPX	PIMCO Dividend and Income Fund	Global Allocation	Dec 13, 2011	0.81%	4.18%	7.94%	2.87%	91
PQJCX	PGIM Jennison Small-Cap Core Equity Fund	Small Cap Growth Equities	Nov 15, 2016	0.95%	-0.41%	—	3.02%	19
PQNCX	Virtus NFJ Mid-Cap Value Fund	Mid Cap Value Equities	Apr 18, 1988	1.75%	2.95%	7.81%	7.84%	11
PQTAX	PIMCO TRENDS Managed Futures Strategy Fund Class A	Systematic Trend	Dec 31, 2013	1.81%	4.13%	3.63%	0.00%	47
PQTIX	PIMCO TRENDS Managed Futures Strategy Fund Institu...	Systematic Trend	Jan 2, 2014	1.54%	4.21%	3.86%	0.00%	51
PQTPX	PIMCO TRENDS Managed Futures Strategy Fund	Systematic Trend	Dec 30, 2013	1.51%	4.14%	3.74%	0.00%	50
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	Nov 14, 2016	0.39%	0.48%	—	3.82%	21
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	Jul 27, 2010	0.92%	10.07%	9.17%	2.67%	84

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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