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
RNHIX	RiverNorth/Oaktree High Income Fund	High Yield Bonds	Dec 28, 2012	1.81%	-0.61%	4.95%	7.45%	80
RNPEX	American Funds New Perspective Fund Class R4	Global Equities	May 15, 2002	0.75%	-3.96%	12.44%	6.93%	48
RNPGX	American Funds New Perspective Fund Class R-6	Global Equities	Aug 1, 2008	0.42%	-3.88%	12.90%	7.15%	52
RNSIX	RiverNorth Doubleline Strategic Income Fund	Multisector Bonds	Dec 29, 2010	0.87%	-0.31%	3.94%	6.64%	53
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Diversified	Aug 1, 2008	0.57%	0.16%	9.94%	6.08%	78
ROBNX	Robinson Tax Advantaged Income Fund	Municipal Bonds	Sep 29, 2014	1.33%	0.25%	2.49%	4.89%	17
ROGSX	Red Oak Technology Select Fund	Technology Equities	Dec 30, 1998	0.92%	-6.88%	17.36%	7.01%	52
RPBAX	T. Rowe Price Balanced Fund	Diversified Portfolio	Dec 29, 1939	0.57%	-0.67%	8.27%	7.44%	61
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	Dec 1, 1994	0.93%	-0.13%	12.33%	13.93%	54
RPELX	T. Rowe Price Dynamic Credit Fund	Nontraditional Bonds	Jan 9, 2019	0.56%	-0.59%	—	6.48%	48
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	Apr 30, 1992	1.00%	1.16%	9.92%	6.38%	76
RPFGX	Davis Financial Fund	Financials Equities	May 1, 1991	0.94%	-8.23%	12.16%	4.33%	24
RPFRX	Davis Real Estate Fund	REIT	Jan 3, 1994	0.95%	-1.39%	3.08%	7.31%	1
RPGAX	T. Rowe Price Global Allocation Fund	Global Allocation	May 28, 2013	1.01%	0.19%	7.66%	7.01%	64
RPGEX	T. Rowe Price Global Growth Stock Fund	Global Equities	Oct 27, 2008	0.91%	-2.95%	11.48%	11.87%	33
RPHIX	RiverPark Short Term High Yield Fund	High Yield Bonds	Sep 30, 2010	0.89%	0.81%	3.49%	4.11%	99
RPIBX	T. Rowe Price International Bond Fund	Global Bonds	Sep 9, 1986	0.67%	-1.37%	0.09%	6.08%	50
RPICX	T. Rowe Price Institutional International Discipli...	Foreign Large Cap Equities	Jul 27, 2010	0.75%	—	—	0.00%	—
RPIDX	T. Rowe Price Dynamic Credit Fund	Nontraditional Bonds	Jan 10, 2019	0.63%	1.04%	—	13.58%	97
RPIEX	T. Rowe Price Dynamic Global Bond Fund	Nontraditional Bonds	Jan 21, 2015	0.71%	-0.29%	2.13%	10.68%	56

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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