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
RPIFX	T. Rowe Price Institutional Floating Rate Fund	Bank Loan	Jan 30, 2008	0.57%	-0.84%	4.80%	6.62%	92
RPIHX	T. Rowe Price Global High Income Bond Fund	High Yield Bonds	Jan 22, 2015	0.75%	-0.35%	6.31%	12.37%	98
RPLCX	T. Rowe Price Institutional Long Duration Credit F...	Long-Term Bond	Jun 2, 2013	0.45%	-1.40%	2.32%	4.96%	9
RPMAX	Reinhart Genesis PMV Fund	Small Cap Blend Equities	May 31, 2018	1.20%	2.31%	—	7.51%	22
RPMGX	T. Rowe Price Mid-Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 1992	0.72%	-3.57%	11.33%	13.17%	29
RPMMX	Reinhart Mid Cap PMV Fund	Mid Cap Value Equities	Jun 1, 2012	1.30%	-3.29%	5.72%	6.81%	2
RPSIX	T. Rowe Price Spectrum Income Fund	Multisector Bonds	Jun 28, 1990	0.62%	-0.25%	3.94%	9.06%	96
RPTIX	T. Rowe Price Mid-Cap Growth Fund Class I	Mid Cap Growth Equities	Aug 28, 2015	0.63%	-3.54%	10.34%	13.24%	29
RPTTX	T. Rowe Price Diversified Mid Cap Growth I	Mid Cap Growth Equities	May 3, 2017	0.67%	-5.35%	—	8.34%	16
RPXIX	RiverPark Large Growth Fund	Large Cap Growth Equities	Sep 30, 2010	0.91%	-10.11%	10.53%	10.18%	13
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	Dec 19, 2013	1.80%	-0.54%	4.95%	14.89%	55
RQIIX	RESQ Strategic Income Fund	Diversified Portfolio	Dec 19, 2013	1.80%	-0.52%	-1.95%	2.47%	2
RRESX	Russell Investments Global Real Estate Securities ...	REIT	Jul 27, 1989	1.09%	2.69%	3.15%	2.35%	20
RRFIX	Federated Hermes Inflation Protected Securities Fu...	Inflation-Protected Bonds	Oct 17, 2006	0.37%	0.01%	2.55%	3.94%	14
RRGIX	DWS RREEF Global Real Estate Securities Fund	REIT	Jul 2, 2006	0.88%	3.38%	4.57%	2.57%	25
RRPAX	SEI Institutional Investments Trust Real Return Fu...	Inflation-Protected Bonds	Dec 13, 2006	0.02%	0.75%	2.89%	4.61%	83
RRPIX	ProFunds Rising Rates Opportunity Fund	Inverse Bonds, Leveraged	Apr 30, 2002	1.52%	1.41%	1.13%	3.45%	13
RRRRX	DWS RREEF Real Estate Securities Fund	REIT	Dec 1, 1999	0.61%	4.83%	5.14%	2.42%	7
RSDGX	Victory RS Select Growth Fund	Mid Cap Growth Equities	Aug 1, 1996	1.40%	-0.79%	8.84%	13.64%	36
RSDIX	RBC Short Duration Fixed Income Fund	Short-Term Bond	Dec 30, 2013	0.78%	-2.38%	2.23%	4.30%	7

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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