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
RFISX	Ranger Small Cap Fund	Small Cap Growth Equities	Sep 29, 2011	1.11%	-4.39%	7.74%	11.26%	5
RFITX	American Funds 2050 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.37%	-2.19%	11.27%	6.20%	64
RFKTX	American Funds 2055 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2010	0.38%	-2.32%	11.26%	6.06%	65
RFM	RiverNorth Flexible Municipal Income Fund	High Yield Muni	—	5.15%	3.02%	—	7.86%	7
RFMZ	RiverNorth Flexible Municipal Income Fund II Inc.	Municipal Bonds	—	3.27%	2.59%	—	7.95%	6
RFNBX	American Funds Fundamental Investors Fund Class R2	Large Cap Blend Equities	May 21, 2002	1.36%	-2.69%	12.31%	8.11%	68
RFNGX	American Funds Fundamental Investors Fund Class R6	Large Cap Growth Equities	May 1, 2009	0.28%	-2.43%	13.61%	9.07%	74
RFRAX	Columbia Floating Rate Fund	Bank Loan	Feb 15, 2006	1.02%	-0.91%	4.37%	6.18%	83
RFVTX	American Funds 2065 Target Date Retirement Fund Cl...	Target Retirement Date	Mar 27, 2020	0.39%	-2.38%	—	4.78%	64
RFXIX	Rational Special Situations Income Fund	Multisector Bonds	Jul 16, 2019	1.76%	1.24%	—	5.55%	98
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	Dec 1, 1973	0.30%	-7.35%	14.86%	11.86%	33
RGBFX	American Funds Global Balanced Fund Class R5	Global Allocation	Feb 1, 2011	0.53%	0.60%	6.99%	6.60%	81
RGCYX	Russell Investments Opportunistic Credit Fund	Multisector Bonds	Sep 29, 2010	0.71%	0.06%	4.51%	5.21%	93
RGEAX	Russell Investments Global Equity Fund	Global Equities	Feb 27, 2007	1.24%	-1.91%	11.40%	8.49%	56
RGGYX	Victory RS Global Fund	Global Equities	May 15, 2011	0.60%	-0.46%	12.83%	1.03%	65
RGHYX	RBC BlueBay High Yield Bond Fund	High Yield Bonds	Nov 30, 2011	0.57%	-0.78%	6.07%	6.08%	88
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	Sep 29, 2010	0.85%	9.49%	8.51%	8.47%	89
RGOIX	RBC Global Opportunities Fund	Global Equities	Dec 2, 2014	0.75%	-3.69%	10.88%	0.73%	47
RGSVX	ClearBridge Global Infrastructure Income Fund	Energy Equities	Mar 30, 2016	0.89%	11.50%	—	2.12%	93
RIBIX	RBC Impact Bond Fund	Intermediate Core Bond	Dec 18, 2017	0.73%	-0.92%	—	3.77%	12

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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