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
PYEMX	Payden Emerging Markets Bond Fund	Emerging Markets Bonds	Dec 16, 1998	0.73%	-1.19%	4.32%	6.78%	90
PYEQX	Pioneer Equity Income Y	Large Cap Value Equities	Jul 25, 1990	0.81%	3.63%	9.26%	8.56%	26
PYFRX	Payden Floating Rate Fund	Bank Loan	Nov 10, 2013	0.70%	-0.10%	5.03%	7.21%	95
PYGFX	Payden Global Fixed Income Fund	Global Bonds	Aug 31, 1992	0.70%	-0.43%	2.08%	3.99%	28
PYGNX	Payden GNMA Fund	Government Bonds	Aug 26, 1999	0.45%	0.50%	0.81%	3.52%	40
PYGSX	Payden Global Low Duration Fund	Global Bonds	Sep 17, 1996	0.53%	0.26%	2.47%	4.61%	96
PYHRX	Payden High Income Fund	High Yield Bonds	Dec 30, 1997	0.60%	0.45%	6.19%	6.53%	30
PYLMX	Payden Limited Maturity Fund	Ultrashort Bond	Apr 29, 1994	0.25%	0.29%	2.71%	4.21%	99
PYSBX	Payden Low Duration Fund	Short-Term Bond	Dec 31, 1993	0.43%	-0.21%	2.24%	3.99%	90
PYSGX	Payden Strategic Income Fund	Short-Term Bond	May 8, 2014	0.85%	-0.08%	3.40%	4.89%	78
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	Dec 22, 2008	0.46%	-0.02%	2.60%	4.01%	39
PYUSX	Payden U.S. Government Fund	Government Bonds	Jan 2, 1995	0.43%	-0.12%	1.44%	3.43%	79
PYVLX	Payden Equity Income Fund	Large Cap Value Equities	Nov 1, 1996	0.73%	1.47%	9.20%	6.43%	44
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	Jun 24, 1996	1.12%	-5.31%	8.64%	38.21%	6
PZIEX	Pzena Emerging Markets Value Fund Institutional Cl...	Emerging Markets Equities	Mar 31, 2014	1.08%	6.65%	11.65%	4.51%	90
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	Jun 4, 2015	0.00%	10.46%	10.27%	5.94%	96
PZRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 31, 2001	1.18%	4.20%	7.35%	2.25%	90
PZVEX	Pzena Emerging Markets Value Fund	Emerging Markets Diversified	Mar 30, 2014	1.43%	6.55%	11.29%	4.30%	89
PZVIX	Pzena International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Jul 1, 2018	1.45%	-3.74%	—	2.72%	50
PZVMX	Pzena Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2014	1.32%	-1.21%	8.32%	4.32%	4

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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