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
PSTQX	PGIM Short-Term Corporate Bond Fund - Class R6	Short-Term Bond	Mar 2, 2012	0.38%	-0.15%	2.58%	3.81%	88
PSVIX	Virtus NFJ Small-Cap Value Fund	Small Cap Value Equities	Oct 1, 1991	0.82%	5.81%	6.58%	3.09%	23
PSYPX	Palmer Square Income Plus Fund	Ultrashort Bond	Feb 28, 2014	0.75%	-0.40%	4.07%	3.34%	72
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	—	—	-0.18%	—	8.52%	8
PTCIX	PIMCO Long-Term Credit Bond Fund	Long-Term Bond	Mar 30, 2009	0.55%	-0.87%	2.96%	5.33%	11
PTCRX	Performance Trust Credit Fund	Multisector Bonds	Dec 30, 2020	0.99%	-0.07%	—	5.31%	78
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-1.32%	9.83%	9.93%	46
PTEAX	Principal Tax-Exempt Bond Fund	Municipal Bonds	Jan 2, 1977	0.73%	-0.46%	1.98%	3.86%	23
PTEBX	BNY Mellon Opportunistic Municipal Securities Fund	Municipal Bonds	Nov 25, 1986	0.72%	0.07%	2.01%	3.44%	20
PTEZX	PGIM Quant Solutions Large-Cap Core Equity Fund	Large Cap Blend Equities	Mar 3, 1999	0.49%	-2.05%	14.93%	11.75%	55
PTFSX	Pacific Capital Tax Free Short Intermediate Securi...	Municipal Bonds	Oct 13, 1994	0.38%	-0.58%	1.16%	1.42%	27
PTIAX	Performance Trust Strategic Bond Fund	Intermediate Core-Plus Bond	Aug 31, 2010	0.76%	0.23%	2.99%	4.69%	35
PTIMX	Performance Trust Municipal Bond Fund	Municipal Bonds	Jun 29, 2011	0.48%	0.46%	2.37%	3.94%	43
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	Nov 15, 2016	0.33%	-0.29%	—	4.80%	38
PTLAX	PIMCO Low Duration Fund Class A	Short-Term Bond	Jan 20, 1997	0.75%	-0.37%	1.70%	3.62%	75
PTLDX	PIMCO Low Duration Fund	Short-Term Bond	May 11, 1987	0.46%	-0.32%	2.02%	3.89%	81
PTRIX	PIMCO Mortgage-Backed Securities Fund	Intermediate Core-Plus Bond	Jul 31, 1997	0.50%	—	—	0.00%	—
PTRQX	PGIM Total Return Bond R6	Intermediate Core-Plus Bond	Dec 27, 2010	0.39%	-0.10%	2.67%	4.26%	38
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	May 1, 1991	0.51%	-0.41%	1.86%	3.57%	32
PTSGX	Touchstone Sands Capital Select Growth Fund	Large Cap Growth Equities	Aug 11, 2000	1.16%	-12.47%	14.58%	0.75%	9

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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