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
PRVYX	Putnam RetirementReady 2045 Fund	Target Retirement Date	Oct 31, 2004	0.03%	-3.48%	8.79%	1.71%	33
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	Sep 30, 1985	0.76%	-9.04%	17.44%	18.31%	45
PRWBX	T. Rowe Price Short-Term Bond Fund	Short-Term Bond	Mar 2, 1984	0.43%	0.10%	2.64%	7.41%	98
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	Jun 30, 1986	0.68%	-2.85%	11.46%	16.18%	78
PRXAX	T. Rowe Price GNMA Fund Class I	Mortgage Backed Securities	May 4, 2017	0.41%	0.41%	—	3.64%	40
PRXCX	T. Rowe Price California Tax Free Bond Fund	Municipal Bonds	Sep 14, 1986	0.53%	0.57%	2.41%	6.36%	47
PRZZX	Putnam RetirementReady 2040 Fund	Target Retirement Date	Oct 31, 2004	0.05%	-3.33%	8.01%	1.98%	31
PSAIX	PIMCO Global Advantage Strategy Bond Fund	Global Bonds	Feb 4, 2009	0.65%	-0.96%	3.45%	4.37%	53
PSBMX	Principal SmallCap Fund	Small Cap Blend Equities	Dec 6, 2000	1.31%	-0.15%	9.61%	5.59%	48
PSCNX	Penn Capital Special Situations Small Cap Equity F...	Small Cap Growth Equities	Dec 17, 2015	1.71%	4.88%	12.52%	7.14%	43
PSCSX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Mar 31, 2006	0.70%	1.19%	10.48%	4.13%	43
PSCZX	PGIM Jennison Small Company Fund Class Z	Small Cap Growth Equities	Mar 1, 1996	0.82%	1.56%	12.13%	6.77%	32
PSDIX	PIMCO Short Duration Municipal Income Fund	Municipal Bonds	Aug 30, 1999	0.33%	0.29%	2.07%	3.30%	91
PSDSX	Palmer Square Ultra-Short Duration Investment Grad...	Ultrashort Bond	Oct 7, 2016	0.53%	0.10%	—	3.57%	95
PSDYX	Putnam Ultra Short Duration Income Fund	Ultrashort Bond	Oct 17, 2011	0.30%	0.38%	2.45%	4.17%	99
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	Jan 21, 2011	2.02%	-0.26%	7.09%	0.85%	22
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	—	4.28%	-1.05%	5.62%	7.68%	15
PSFIX	Virtus Newfleet Senior Floating Rate Fund	Bank Loan	Jan 30, 2008	0.69%	-0.41%	4.49%	6.44%	85
PSGIX	BlackRock Advantage Small Cap Growth Fund	Small Cap Growth Equities	Sep 14, 1993	0.50%	-0.49%	10.75%	0.11%	50
PSHNX	Penn Capital Short Duration High Income Fund	High Yield Bonds	Jul 17, 2017	1.01%	0.37%	—	6.24%	95

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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