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
PSHYX	Pioneer Short Term Income Fund	Short-Term Bond	Jul 8, 2004	0.46%	-0.01%	2.53%	4.70%	83
PSIAX	PGIM Quant Solutions Large-Cap Index Fund Class A	Large Cap Blend Equities	Nov 28, 2017	0.51%	-3.65%	14.94%	8.75%	45
PSIFX	PGIM Quant Solutions Stock Index Fund	Large Cap Blend Equities	Nov 5, 1992	0.24%	-3.59%	15.26%	8.90%	46
PSILX	T. Rowe Price Spectrum International Equity Fund	Foreign Large Cap Equities	Dec 31, 1996	0.89%	0.46%	7.54%	5.39%	56
PSKIX	PIMCO StocksPLUS International Fund (Unhedged)	Foreign Large Cap Equities	Nov 30, 2006	0.65%	0.17%	8.45%	2.44%	57
PSLAX	Putnam Small Cap Value Fund	Small Cap Value Equities	Apr 12, 1999	1.15%	2.33%	9.36%	6.66%	22
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio, Actively Managed	Aug 31, 2007	0.61%	-4.91%	12.91%	3.25%	9
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	Oct 23, 2011	1.63%	1.72%	4.93%	5.43%	94
PSNYX	BNY Mellon New York AMT-Free Municipal Bond Fund	Municipal Bonds	Dec 30, 1986	0.79%	0.11%	1.54%	2.91%	17
PSOPX	JPMorgan Small Cap Value Fund	Small Cap Value Equities	Jan 27, 1995	0.94%	5.56%	9.76%	8.79%	58
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	Aug 2, 1983	1.54%	-20.49%	6.27%	1.04%	45
PSPTX	PIMCO StocksPLUS Absolute Return Fund	Large Cap Blend Equities	Jun 28, 2002	0.65%	-4.65%	14.27%	14.06%	25
PSQGX	Port Street Quality Growth Fund	Diversified Portfolio	Mar 30, 2014	0.97%	-3.20%	7.13%	15.62%	28
PSRAX	Pioneer Strategic Income Fund	Multisector Bonds	Apr 14, 1999	1.01%	-0.29%	3.25%	4.47%	60
PSRIX	PIMCO Low Duration Credit Fund	Bank Loan	Apr 28, 2011	0.70%	-1.04%	4.21%	6.57%	86
PSSMX	Principal SmallCap S&P 600 Index Fund	Small Cap Blend Equities	Dec 6, 2000	0.73%	4.28%	10.12%	9.57%	35
PSTAX	Virtus KAR Capital Growth Fund	Large Cap Growth Equities	Oct 16, 1995	1.20%	-11.73%	11.59%	8.59%	4
PSTIX	PIMCO StocksPLUS Short Fund	Inverse Equities, Leveraged	Jul 22, 2003	0.64%	4.57%	-15.42%	0.00%	1
PSTKX	PIMCO StocksPLUS Fund	Large Cap Blend Equities	May 13, 1993	0.51%	-3.82%	14.29%	13.46%	17
PSTQX	PGIM Short-Term Corporate Bond Fund - Class R6	Short-Term Bond	Mar 2, 2012	0.38%	-0.15%	2.58%	3.81%	88

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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