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.

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Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	Nov 11, 2001	0.50%	-0.85%	0.97%	4.58%	3
PRASX	T. Rowe Price New Asia Fund	Asia Pacific Equities	Sep 27, 1990	0.99%	0.38%	7.28%	0.62%	56
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	Aug 31, 1992	0.82%	-4.92%	12.46%	20.02%	14
PRBMX	PIMCO RealPath Blend 2060 Fund	Target Retirement Date	Dec 30, 2019	0.06%	-0.30%	—	3.40%	65
PRCFX	T. Rowe Price Capital Appreciation and Income Fund	Diversified Portfolio	Nov 29, 2023	0.65%	-2.08%	—	3.26%	54
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	Apr 11, 1988	1.56%	—	—	12.01%	—
PRCHX	T. Rowe Price Capital Appreciation and Income Fund...	Diversified Portfolio	Nov 29, 2023	0.49%	-1.84%	—	5.16%	73
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	Aug 31, 1973	0.44%	0.26%	1.82%	8.19%	81
PRCNX	T. Rowe Price International Disciplined Equity Fun...	Foreign Large Cap Equities	Aug 22, 2014	0.88%	-1.02%	7.47%	14.23%	42
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	Nov 30, 1994	0.42%	-3.48%	14.79%	1.78%	46
PRCPX	T. Rowe Price Credit Opportunities Fund	High Yield Bonds	Apr 29, 2014	0.81%	0.75%	6.91%	12.78%	98
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	Dec 30, 1992	0.62%	-0.18%	12.37%	8.11%	28
PRDMX	T. Rowe Price Diversified Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 2003	0.79%	-5.13%	13.11%	16.33%	36
PRDSX	T. Rowe Price QM U.S. Small-Cap Growth Equity Fund	Small Cap Growth Equities	Jun 30, 1997	0.78%	0.47%	11.50%	12.64%	57
PREAX	PACE Global Real Estate Securities Investments	REIT	Dec 17, 2006	1.45%	-0.46%	1.33%	2.51%	6
PREFX	T. Rowe Price Tax-Efficient Equity Fund	Large Cap Growth Equities	Dec 29, 2000	0.76%	-8.54%	15.15%	0.00%	23
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	Mar 30, 1990	0.15%	-3.59%	14.11%	3.82%	51
PREMX	T. Rowe Price Emerging Markets Bond Fund	Emerging Markets Bonds	Dec 29, 1994	0.99%	0.03%	4.60%	6.84%	91
PRERX	Principal Real Estate Securities Fund	REIT	Dec 6, 2000	1.37%	4.84%	5.33%	2.08%	5
PRESX	T. Rowe Price European Stock Fund	Europe Equities	Feb 27, 1990	1.03%	-3.91%	6.55%	11.18%	12

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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