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
REMVX	RBC Emerging Markets Value Equity Fund	Emerging Markets Diversified	Feb 8, 2018	0.95%	5.39%	—	1.93%	93
REPIX	ProFunds Real Estate UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.55%	4.03%	2.98%	0.83%	3
RERCX	American Funds EuroPacific Growth Fund® Class R-3	Foreign Large Cap Equities	Apr 16, 1984	1.11%	-1.90%	7.68%	14.21%	58
REREX	American Funds EuroPacific Growth Fund Class R-4	Large Cap Growth Equities, Foreign Large Cap Equities	—	0.81%	-1.82%	8.01%	14.38%	59
RERFX	American Funds Real Estate Index Fund Class R-6	REIT	Mar 31, 2023	0.29%	-1.75%	8.03%	14.18%	62
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	—	0.46%	-1.75%	8.08%	14.20%	60
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	Large Cap Blend Equities	Dec 22, 2015	0.85%	7.69%	11.49%	7.53%	65
RETSX	Russell Investment Tax-Managed U.S. Large Cap Fund	Large Cap Blend Equities	Oct 7, 1996	0.92%	-4.14%	12.05%	0.46%	31
REUYX	Sustainable Equity Fund	Large Cap Blend Equities	Mar 30, 2000	0.83%	-5.45%	12.01%	14.81%	16
RFAYX	Russell Investments Investment Grade Bond Fund	Intermediate Core Bond	Mar 29, 2000	0.32%	-0.29%	1.63%	5.00%	35
RFBAX	Davis Government Bond Fund	Government Bonds	Nov 30, 1994	1.00%	0.51%	1.05%	2.77%	91
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	Oct 30, 1981	0.55%	-0.10%	2.29%	4.32%	96
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	Jun 22, 2005	0.45%	-0.41%	1.75%	4.86%	30
RFDTX	American Funds 2025 Target Date Retirement Income ...	Target Retirement Date	Feb 1, 2007	0.31%	-0.19%	7.91%	7.68%	77
RFETX	American Funds 2030 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.33%	-0.80%	8.97%	6.67%	72
RFFTX	American Funds 2035 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.34%	-1.33%	10.16%	6.35%	68
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.36%	-1.82%	10.99%	6.33%	65
RFHTX	American Funds 2045 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.37%	-2.16%	11.21%	6.24%	64
RFI	Cohen & Steers Total Return Realty Fund	REIT	—	—	3.89%	6.58%	8.54%	4
RFIMX	Ranger Micro Cap Fund	Small Cap Growth Equities	Jun 6, 2018	1.51%	4.51%	—	1.27%	38

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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