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
RCPIX	RBC BlueBay Core Plus Bond Fund	Intermediate Core-Plus Bond	Oct 31, 2021	0.45%	-0.87%	—	4.63%	34
RCRIX	RiverPark Floating Rate CMBS Fund	Bank Loan	Sep 29, 2016	0.85%	0.54%	—	4.69%	97
RCRYX	Pioneer Corporate High Yield Fund	High Yield Bonds	Jan 2, 2017	0.60%	0.53%	4.19%	4.80%	96
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	—	—	-0.32%	3.93%	8.82%	2
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	Dec 30, 2014	0.89%	-0.11%	5.63%	7.47%	95
RCTRX	Regan Total Return Income Fund	Nontraditional Bonds	Sep 30, 2020	1.54%	-0.05%	—	4.68%	94
RDLAX	Columbia Disciplined Growth Fund	Large Cap Growth Equities	May 17, 2007	1.07%	-9.65%	14.54%	9.00%	30
RDMIX	Rational/ReSolve Adaptive Asset Allocation Fund	Macro Trading	Sep 29, 2016	1.97%	6.09%	4.20%	0.85%	36
REACX	American Century Real Estate Fund	REIT	Sep 21, 1995	1.14%	5.08%	5.10%	1.78%	8
REAYX	Russell Investments Equity Income Fund	Large Cap Value Equities	Mar 29, 2000	0.66%	2.55%	—	14.29%	37
REBAX	Columbia Emerging Markets Bond Fund	Emerging Markets Bonds	Feb 15, 2006	1.12%	-0.89%	3.51%	4.83%	85
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 29, 2000	0.90%	3.36%	8.57%	8.01%	47
REDWX	Aspiration Redwood Fund	Large Cap Blend Equities	Nov 16, 2015	2.50%	-8.17%	12.11%	13.71%	21
REEIX	RBC Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 19, 2013	0.88%	0.47%	8.28%	3.27%	75
REIFX	Third Avenue International Real Estate Value Fund	REIT	May 7, 2014	1.00%	-2.08%	6.94%	2.33%	38
REIIX	West Loop Realty Fund	REIT	Dec 31, 2013	1.43%	—	—	46.45%	—
REIPX	T. Rowe Price Real Estate Fund Class I	REIT	Sep 28, 2001	0.65%	1.41%	11.21%	2.80%	25
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	Mar 23, 1998	0.72%	-0.57%	8.42%	10.21%	58
REMIX	Standpoint Multi-Asset Fund Investor Class	Macro Trading	Dec 30, 2019	1.55%	8.62%	—	0.43%	58
REMSX	Russell Investments Emerging Markets Fund	Emerging Markets Diversified	Jan 28, 1993	1.19%	4.11%	7.33%	1.89%	84

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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