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
RMBHX	RMB Fund	Large Cap Growth Equities	Jun 16, 1975	1.12%	-8.30%	11.41%	10.52%	14
RMBKX	RMB Mendon Financial Services Fund	Financials Equities	Jun 7, 1999	1.27%	1.98%	10.11%	6.10%	42
RMBMX	RMB SMID Cap Fund	Mid Cap Growth Equities	Dec 31, 2004	0.84%	-0.38%	10.46%	19.81%	9
RMBPX	RMB Japan Fund	Japan Equities	Dec 26, 2017	1.30%	—	—	0.00%	—
RMBTX	RMB International Fund	Foreign Small & Mid Cap Equities	Dec 26, 2017	0.95%	4.19%	—	1.59%	73
RMDFX	Aspiriant Defensive Allocation Fund	Multistrategy	Dec 13, 2015	0.18%	3.70%	5.03%	4.47%	98
RMEAX	Aspiriant Risk-Managed Equity Allocation Fund	Global Equities	Apr 3, 2013	0.28%	-2.58%	7.55%	12.11%	42
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	Feb 21, 1950	0.27%	-1.07%	10.97%	7.98%	35
RMGSX	Russell Investments Multi-Asset Growth Strategy Fu...	Global Allocation	Mar 6, 2017	0.91%	0.59%	—	3.66%	79
RMHYX	Russell Investments Multifactor Bond Fund	Global Bonds	Nov 12, 2019	0.26%	-0.34%	—	3.75%	8
RMI	RiverNorth Opportunistic Municipal Income Fund	Municipal Bonds	—	4.92%	6.46%	—	7.46%	21
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	Nov 1, 2017	1.25%	27.73%	—	5.05%	72
RMLVX	Russell Investments LifePoints Moderate Strategy F...	Diversified Portfolio	Mar 23, 1998	0.74%	-0.20%	3.99%	3.10%	69
RMMBX	Aspiriant Risk-Managed Municipal Bond Fund	Municipal Bonds	Jul 1, 2015	0.42%	-0.43%	2.15%	2.89%	19
RMMZ	RiverNorth Managed Duration Municipal Income Fund ...	Municipal Bonds	—	—	3.36%	—	7.62%	11
RMQAX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...	Leveraged Equities, Leveraged	Nov 27, 2014	1.32%	-10.91%	31.38%	40.71%	48
RMQHX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy H	Leveraged Equities	Nov 28, 2014	1.27%	-10.92%	31.36%	39.03%	46
RMTBX	Aspiriant Risk-Managed Taxable Bond Fund	Intermediate Core-Plus Bond	Mar 29, 2018	0.69%	-0.93%	—	3.37%	39
RMUNX	Invesco Rochester New York Municipals Fund	Municipal Bonds	May 14, 1986	0.78%	-1.04%	3.68%	3.14%	3
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	Apr 30, 2015	0.57%	1.57%	5.16%	3.46%	85

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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