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
PRRUX	Putnam RetirementReady 2050 Fund	Target Retirement Date	May 1, 2005	0.03%	-3.70%	9.27%	1.75%	33
PRRYX	Putnam RetirementReady 2035 Fund	Target Retirement Date	Oct 31, 2004	0.09%	-2.97%	6.97%	1.87%	31
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	Sep 29, 1987	0.84%	-4.86%	19.22%	12.11%	65
PRSGX	T. Rowe Price Spectrum Diversified Equity Fund	Large Cap Blend Equities	Jun 29, 1990	0.73%	-3.23%	12.64%	30.38%	82
PRSIX	T. Rowe Price Spectrum Conservative Allocation Fun...	Diversified Portfolio	Jul 28, 1994	0.36%	0.05%	6.46%	7.24%	67
PRSMX	T. Rowe Price Summit Municipal Intermediate Fund	Municipal Bonds	Oct 28, 1993	0.50%	-0.10%	1.78%	2.94%	52
PRSNX	T. Rowe Price Global Multi-Sector Bond Fund	Global Bonds	Dec 14, 2008	0.65%	0.08%	3.94%	8.92%	96
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	Jun 30, 1988	0.78%	5.25%	11.18%	21.65%	74
PRTAX	T. Rowe Price Tax Free Income Fund	Municipal Bonds	Oct 25, 1976	0.53%	0.47%	2.72%	3.77%	26
PRTBX	Permanent Portfolio Short-Term Treasury Portfolio	Ultrashort Bond	Sep 21, 1987	0.65%	0.41%	1.22%	3.37%	99
PRTIX	T. Rowe Price U.S. Treasury Intermediate Index Fun...	Government Bonds	Sep 28, 1989	0.27%	-0.30%	1.10%	6.48%	76
PRTLX	Putnam RetirementReady 2055 Fund	Target Retirement Date	Nov 29, 2010	0.03%	-3.99%	9.60%	1.75%	32
PRTYX	Putnam RetirementReady 2060 Fund	Target Retirement Date	Nov 29, 2015	0.03%	-4.23%	9.88%	3.75%	31
PRUAX	PGIM Jennison Utility Fund	Utilities Equities	Jan 21, 1990	0.83%	8.30%	11.46%	10.48%	45
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	Apr 11, 1950	0.52%	-10.33%	14.42%	15.05%	18
PRUIX	T. Rowe Price Equity Index 500 Fund - I Class	Large Cap Blend Equities	Aug 28, 2015	0.05%	-3.56%	14.27%	3.95%	52
PRULX	T. Rowe Price U.S. Treasury Long Term Index Fund	Government Bonds	Sep 28, 1989	0.29%	-0.21%	-0.18%	6.88%	9
PRVAX	T. Rowe Virginia Tax Free Bond Fund	Municipal Bonds	Apr 29, 1991	0.51%	0.43%	2.25%	5.83%	50
PRVBX	Permanent Portfolio Versatile Bond Portfolio	Short-Term Bond	Sep 27, 1991	0.64%	0.03%	4.70%	4.18%	92
PRVIX	T. Rowe Price Small-Cap Value Fund Class I	Small Cap Value Equities	Aug 28, 2015	0.66%	5.29%	11.30%	21.95%	78

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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