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
PRFDX	T. Rowe Price Equity Income Fund	Large Cap Value Equities	Oct 31, 1985	0.63%	1.35%	11.21%	3.78%	28
PRFHX	T. Rowe Price Tax Free High Yield Fund	High Yield Muni	Feb 28, 1985	0.63%	0.99%	3.11%	7.16%	55
PRFRX	T. Rowe Price Floating Rate Fund	High Yield Bonds	Jul 29, 2011	0.75%	0.05%	5.67%	12.92%	99
PRFSX	T. Rowe Price Tax Free Short-Intermediate Fund	Municipal Bonds	Dec 22, 1983	0.50%	0.35%	2.02%	3.46%	84
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	Apr 11, 1950	0.63%	-10.37%	14.20%	15.16%	17
PRGMX	T. Rowe Price GNMA Fund	Government Bonds	Nov 25, 1985	0.58%	1.11%	1.44%	6.88%	81
PRGSX	T. Rowe Price Global Stock Fund	Global Equities	Dec 28, 1995	0.82%	-1.25%	14.87%	9.72%	52
PRGTX	T. Rowe Price Global Technology Fund	Technology Equities	Sep 28, 2000	0.95%	-1.24%	15.82%	0.00%	74
PRHAX	PGIM Muni High Income Fund	High Yield Muni	Jan 21, 1990	0.81%	-0.11%	2.51%	4.00%	14
PRHIX	T. Rowe Price High Yield Fund Class I	High Yield Bonds	Aug 28, 2015	0.62%	-0.44%	5.27%	6.29%	87
PRHSX	T. Rowe Price Health Sciences Fund	Health & Biotech Equities	Dec 29, 1995	0.80%	-5.57%	11.80%	25.47%	63
PRHYX	T. Rowe Price High Yield Fund	High Yield Bonds	Dec 31, 1984	0.70%	0.60%	6.02%	12.46%	98
PRIDX	T. Rowe Price International Discovery Fund	Foreign Small & Mid Cap Equities	Dec 29, 1988	1.23%	-0.79%	8.34%	4.92%	58
PRIGX	T. Rowe Price Global Value Equity Fund	Global Equities	Jul 25, 2012	0.68%	4.54%	11.62%	6.88%	87
PRILX	Parnassus Core Equity Institutional Shares	Large Cap Blend Equities	—	0.61%	-4.93%	12.69%	20.05%	15
PRINX	T. Rowe Price Summit Municipal Income Fund	Municipal Bonds	Oct 28, 1993	0.50%	0.16%	1.99%	3.39%	21
PRIPX	T. Rowe Price Inflation Protected Bond Fund	Inflation-Protected Bonds	Oct 30, 2002	0.38%	0.68%	2.58%	9.63%	83
PRISX	T. Rowe Price Financial Services Fund	Financials Equities	Sep 30, 1996	0.88%	-7.75%	15.14%	13.82%	21
PRITX	T. Rowe Price International Stock Fund	Foreign Large Cap Equities	May 8, 1980	0.84%	-2.28%	6.90%	9.95%	18
PRJPX	T. Rowe Price Japan Fund	Japan Equities	Dec 29, 1991	1.05%	2.21%	7.64%	14.33%	61

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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