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
PRJZX	PGIM Jennison Global Opportunities Fund	Global Equities	Mar 13, 2012	0.93%	-10.75%	13.96%	27.70%	6
PRKZX	PGIM Real Estate Income Fund	REIT	Jun 3, 2015	1.38%	3.44%	5.51%	7.11%	16
PRLAX	T. Rowe Price Latin America Fund	Latin America Equities	Dec 28, 1993	1.46%	12.26%	8.34%	6.32%	89
PRMDX	T. Rowe Price Maryland Short-Term Tax-Free Bond Fu...	Municipal Bonds	Jan 28, 1993	0.53%	0.63%	1.46%	4.72%	97
PRMSX	T. Rowe Price Emerging Markets Stock Fund	Emerging Markets Diversified	Mar 30, 1995	1.20%	3.34%	6.00%	0.55%	82
PRMTX	T. Rowe Price Communications & Technology Fund	Communications Equities	Oct 12, 1993	0.77%	-6.13%	18.29%	53.71%	79
PRMYX	Putnam RetirementReady Maturity Fund	Target Retirement Date	Oct 31, 2004	0.13%	-1.70%	3.04%	3.33%	46
PRNEX	T. Rowe Price New Era Fund	Energy Equities	Jan 19, 1969	0.56%	19.52%	10.27%	12.90%	91
PRNHX	T. Rowe Price New Horizons Fund	Mid Cap Growth Equities	Jun 3, 1960	0.75%	-0.14%	13.58%	11.87%	23
PRNMX	PGIM National Muni Fund	Municipal Bonds	Jan 21, 1990	0.61%	-0.12%	1.93%	3.22%	47
PRNYX	T. Rowe Price New York Tax Free Bond Fund	Municipal Bonds	Aug 27, 1986	0.53%	0.80%	2.28%	6.56%	56
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	Dec 30, 1986	0.93%	-4.45%	11.90%	17.58%	26
PRPDX	Permanent Portfolio Fund Class A	Diversified Portfolio	May 31, 2016	1.06%	4.51%	—	2.96%	89
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	Nov 30, 1982	0.81%	4.57%	11.09%	3.12%	89
PRPIX	T. Rowe Price Corporate Income Fund	Corporate Bonds	Oct 31, 1995	0.56%	-0.20%	2.95%	8.64%	81
PRPZX	PGIM Jennison MLP Fund	Energy Equities	Dec 17, 2013	1.19%	17.53%	11.63%	8.74%	35
PRQZX	PIMCO RealPath Blend 2055 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.24%	10.59%	3.69%	66
PRRIX	PIMCO Real Return Fund	Inflation-Protected Bonds	Jan 28, 1997	0.45%	0.24%	2.78%	3.30%	24
PRRSX	PIMCO Variable Insurance Trust Real Estate Real Re...	REIT	Oct 30, 2003	0.79%	6.19%	6.00%	0.83%	12
PRRTX	Putnam RetirementReady 2030 Fund	Target Retirement Date	Oct 31, 2004	0.11%	-1.70%	5.72%	2.18%	42

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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