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
PVQNX	PIMCO RealPath Blend 2045 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.28%	10.23%	4.53%	66
PWDIX	Donoghue Forlines Dividend Fund	Tactical Allocation	Nov 6, 2013	1.56%	6.58%	5.60%	1.89%	57
PWJZX	PGIM Jennison International Opportunities Fund	Foreign Large Cap Equities	Jun 4, 2012	0.90%	-7.62%	10.00%	0.20%	7
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund	Long-Short	Dec 3, 2014	1.19%	9.37%	5.75%	6.08%	21
PWRIX	Donoghue Forlines Tactical Income Fund	Nontraditional Bonds	Sep 13, 2010	1.53%	-0.82%	1.90%	3.62%	9
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	-2.75%	8.99%	9.65%	41
PXNIX	Pax International Sustainable Economy Fund Institu...	Large Cap Blend Equities, ESG	—	0.47%	0.33%	8.40%	7.14%	51
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	Jun 28, 2006	0.96%	-0.04%	7.90%	5.81%	3
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	-1.48%	7.60%	6.57%	39
PXSGX	Virtus KAR Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2006	1.07%	-9.08%	10.08%	52.69%	0
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	Jun 30, 2005	0.80%	6.97%	13.44%	5.53%	68
PXWEX	Pax Ellevate Global Women’s Leadership Fund	Global Equities	Sep 30, 1993	0.77%	-3.12%	9.29%	10.14%	46
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	Jun 11, 1997	0.70%	-3.95%	12.15%	5.61%	41
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	ESG, Global Equities	—	0.51%	-3.06%	9.56%	10.29%	48
PYACX	Payden Corporate Bond Fund	Corporate Bonds	Mar 12, 2009	0.65%	-0.41%	3.08%	4.59%	33
PYARX	Payden Absolute Return Bond Fund	Nontraditional Bonds	Nov 5, 2014	0.70%	-0.46%	3.32%	6.49%	58
PYCBX	Payden Core Bond Fund	Intermediate Core-Plus Bond	Dec 31, 1993	0.53%	-0.13%	2.17%	4.67%	41
PYCEX	Payden Emerging Markets Corporate Bond Fund	Emerging Markets Bonds	Nov 10, 2013	0.65%	-0.31%	4.22%	6.41%	77
PYCRX	Payden California Municipal Social Impact Fund	Municipal Bonds	Dec 16, 1998	0.45%	-0.16%	2.69%	3.47%	45
PYELX	Payden Emerging Markets Local Bond Fund	Emerging Markets Bonds	Nov 1, 2011	0.09%	-2.19%	2.54%	7.43%	33

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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