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
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
PTSHX	PIMCO Short Term Fund	Ultrashort Bond	Oct 7, 1987	0.45%	0.55%	2.94%	4.22%	99
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	Sep 29, 2011	0.82%	9.90%	0.42%	4.25%	95
PTTPX	PIMCO Total Return Fund Class I-2	Total Bond Market	Apr 30, 2008	0.63%	-0.47%	2.12%	4.02%	36
PTTRX	PIMCO Total Return Fund Institutional Class	Total Bond Market	—	0.47%	-0.45%	2.30%	4.11%	36
PTUIX	PIMCO Total Return Fund IV	Intermediate Core Bond	May 26, 2011	0.50%	-0.42%	2.02%	3.77%	32
PTXFX	Pacific Capital Tax Free Securities Fund	Municipal Bonds	Oct 13, 1994	0.12%	-0.42%	1.60%	1.71%	25
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	Dec 24, 2002	1.19%	-2.92%	9.23%	11.70%	1
PUCZX	PGIM Strategic Bond Fund Class Z	Total Bond Market	Jul 9, 2015	0.62%	-0.46%	4.51%	4.72%	53
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	Dec 29, 2010	0.25%	11.12%	7.13%	8.03%	89
PURZX	PGIM Global Real Estate Fund	REIT	May 4, 1998	0.93%	4.77%	3.87%	2.72%	30
PUTIX	PIMCO Strategic Bond Fund	Nontraditional Bonds	Jan 29, 2009	0.51%	-0.25%	4.01%	4.26%	93
PUTW	WisdomTree Equity Premium Income Fund	Derivative Income, S&P 500	Feb 24, 2016	0.44%	-1.32%	7.85%	12.32%	56
PVCMX	Palm Valley Capital Fund Investor Class	Small Cap Value Equities	Apr 30, 2019	1.30%	0.91%	—	4.75%	41
PVFAX	Paradigm Value Fund	Small Cap Blend Equities	Dec 31, 2002	1.50%	0.85%	10.37%	20.48%	32
PVFIX	Pinnacle Value Fund	Diversified Portfolio	Mar 31, 2003	1.24%	4.96%	6.93%	9.00%	63
PVIVX	Paradigm Micro-cap Fund	Small Cap Blend Equities	Dec 31, 2007	1.25%	3.75%	12.02%	15.36%	16
PVMIX	Principal MidCap Value Fund I	Mid Cap Value Equities	Dec 29, 2003	0.69%	5.40%	12.35%	6.85%	28
PVPNX	PIMCO RealPath Blend 2040 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.22%	9.68%	5.14%	65

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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