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
RAFGX	American Funds AMCAP Fund Class R-6	Large Cap Growth Equities	May 1, 2009	0.33%	-7.70%	11.77%	9.18%	28
RAGHX	Virtus Health Sciences Fund	Health & Biotech Equities	Feb 4, 2002	1.37%	-9.23%	6.84%	0.00%	4
RAIIX	Manning & Napier Rainier International Discovery S...	Foreign Small & Mid Cap Equities	Mar 27, 2012	1.12%	2.40%	8.12%	2.76%	80
RALIX	Lazard Real Assets Portfolio	Global Allocation	Dec 29, 2016	0.80%	10.16%	—	8.01%	84
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	Mar 23, 1998	0.75%	-0.54%	7.64%	11.08%	59
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	Jan 30, 2012	0.80%	12.26%	7.31%	1.29%	75
RAQTX	American Funds 2065 Target Date Retirement Fund Cl...	Target Retirement Date	Mar 27, 2020	1.49%	-2.86%	—	3.97%	56
RBAIX	T. Rowe Price Balanced Fund I Class	Diversified Portfolio	Dec 17, 2015	0.47%	-0.63%	9.10%	7.59%	60
RBATX	American Funds 2010 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	1.37%	0.25%	5.22%	6.13%	71
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	Feb 15, 2006	0.37%	0.91%	5.20%	3.63%	82
RBCGX	Reynolds Blue Chip Growth Fund	Large Cap Growth Equities	Aug 12, 1988	1.85%	-6.30%	10.52%	17.81%	23
RBCIX	RBC China Equity Fund	China Equities	Apr 10, 2022	1.05%	-2.83%	—	3.77%	50
RBESX	RBC BlueBay Emerging Market Debt Fund	Emerging Markets Bonds	Nov 29, 2011	0.79%	-0.74%	4.57%	4.79%	93
RBFFX	American Funds The Bond Fund of America	Intermediate Core Bond	Aug 4, 2008	0.29%	-0.36%	2.05%	4.07%	31
RBLVX	Russell Investments LifePoints Balanced Strategy F...	Diversified Portfolio	Mar 23, 1998	0.76%	-0.26%	5.78%	6.44%	63
RBNNX	Robinson Opportunistic Income Fund	High Yield Bonds	Dec 31, 2015	3.92%	-2.05%	5.86%	7.14%	10
RBSIX	RBC BlueBay Strategic Income Fund	Nontraditional Bonds	Oct 31, 2021	0.63%	-0.40%	—	4.62%	87
RCKSX	Rock Oak Core Growth Fund	Large Cap Blend Equities	Dec 31, 2004	1.25%	8.78%	10.54%	5.75%	71
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	Mar 23, 1998	0.67%	0.00%	2.64%	2.79%	63
RCMFX	Schwartz Value Focused Fund	Mid Cap Blend Equities	Dec 30, 1983	1.26%	—	—	0.00%	—

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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