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
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	Jan 1, 1934	0.27%	-4.11%	13.46%	11.40%	55
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	Dec 1, 1973	1.36%	2.77%	7.50%	9.01%	72
RIDGX	American Funds Income Fund of America Class R-6	Global Allocation	—	0.26%	3.03%	8.71%	10.02%	78
RIMOX	City National Rochdale Fixed Income Opportunities ...	High Yield Bonds	Jul 1, 2009	1.12%	-1.32%	4.16%	4.70%	83
RINFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 18, 2012	0.36%	-0.42%	7.16%	5.07%	65
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	Mar 29, 2000	0.77%	-0.18%	8.03%	7.37%	61
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	—	1.04%	-5.91%	—	1.55%	6
RIRGX	American Funds Capital Income Builder Fund Class R...	Diversified Portfolio	Jul 30, 1987	0.26%	2.10%	7.74%	7.95%	78
RITGX	American Funds American High-Income Trust® Class R...	High Yield Bonds	Aug 4, 2008	0.32%	-0.06%	6.62%	6.18%	81
RIV	RiverNorth Opportunities Fund	Tactical Allocation	—	2.07%	-0.57%	9.00%	13.49%	24
RIVRX	Riverbridge Growth Fund	Large Cap Growth Equities	Dec 31, 2012	1.25%	-12.26%	11.16%	31.95%	4
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	Jun 30, 2005	1.18%	8.14%	10.02%	0.27%	66
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	Jul 26, 1975	0.25%	-0.62%	9.57%	8.65%	83
RLCAX	Columbia Disciplined Value Fund	Large Cap Value Equities	Aug 1, 2008	1.04%	2.67%	10.49%	11.46%	49
RLDAX	Victory INCORE Low Duration Bond Fund	Short-Term Bond	Jul 30, 2003	0.85%	-0.09%	2.21%	4.23%	93
RLIIX	RiverFront Asset Allocation Growth & Income	Diversified Portfolio	Aug 1, 2010	0.25%	0.54%	6.64%	6.19%	72
RLSIX	RiverPark Long/Short Opportunity Fund	Long-Short	Mar 29, 2012	1.75%	-9.57%	5.68%	0.00%	7
RLVSX	Russell Investments Tax-Exempt Bond Fund	Municipal Bonds	Sep 4, 1985	0.53%	0.23%	2.20%	3.23%	40
RMAGX	American Funds Mortgage Fund Class R-6	Government Bonds	Nov 1, 2010	0.26%	-0.39%	1.59%	4.23%	39
RMBBX	RMB Small Cap Fund	Small Cap Growth Equities	Aug 30, 2002	1.06%	0.38%	8.61%	5.96%	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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