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
RSF	RiverNorth Capital and Income Fund	High Yield Bonds	—	6.38%	5.30%	—	11.09%	39
RSFYX	Victory Floating Rate Fund	Bank Loan	Dec 30, 2009	0.79%	1.59%	5.01%	8.04%	87
RSGRX	Victory RS Growth Fund	Large Cap Growth Equities	May 12, 1992	1.10%	-8.81%	13.99%	5.76%	33
RSIFX	Victory RS Science and Technology Fund	Technology Equities	Nov 14, 1995	1.47%	-9.84%	14.48%	2.60%	38
RSIIX	RiverPark Strategic Income Fund	High Yield Bonds	Sep 30, 2013	1.18%	0.59%	5.53%	7.61%	95
RSINX	Victory RS Investors Fund	Mid Cap Blend Equities	Nov 15, 2005	1.33%	0.24%	10.04%	4.45%	11
RSMOX	Victory RS Mid Cap Growth Fund	Mid Cap Growth Equities	Jul 12, 1995	1.20%	-3.77%	7.72%	0.00%	21
RSNRX	Victory Global Energy Transition Fund	Energy Equities	Nov 14, 1995	1.48%	15.83%	13.86%	3.78%	98
RSNYX	Victory Global Energy Transition Fund Class Y	Energy Equities	May 1, 2007	1.15%	15.92%	14.23%	3.79%	98
RSPFX	Victory RS Partners Fund	Small Cap Value Equities	Jul 12, 1995	1.45%	5.61%	11.05%	5.16%	21
RSRFX	Reaves Infrastructure Fund	Energy Equities	Dec 21, 2004	1.10%	12.15%	6.85%	0.37%	16
RSVAX	Victory RS Value Fund	Mid Cap Value Equities	Jun 30, 1993	1.30%	2.17%	8.98%	8.64%	15
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	Jul 31, 2014	0.35%	-2.82%	13.00%	35.87%	48
RTHAX	Russell Investments Tax-Exempt High Yield Bond Fun...	High Yield Muni	May 31, 2015	0.89%	0.26%	2.90%	3.88%	9
RTIYX	Russell Investments Multifactor International Equi...	Foreign Large Cap Equities	Jul 30, 2014	0.44%	3.22%	8.54%	2.12%	80
RTNAX	Russell Investment Tax-Managed International Equit...	Foreign Large Cap Equities	Jun 1, 2015	1.29%	1.74%	7.19%	1.85%	74
RTPIX	ProFunds Rising Rates Opportunity 10 Fund	Inverse Bonds, Leveraged	Jan 9, 2005	1.78%	1.49%	0.72%	3.45%	8
RTSSX	Russell Investment Tax-Managed U.S. Mid & Small Ca...	Small Cap Blend Equities	Nov 30, 1999	1.20%	2.19%	8.22%	0.46%	33
RTXAX	Russell Investment Tax-Managed Real Assets Fund	Global Equities	Jun 9, 2019	1.33%	13.06%	—	2.53%	82
RUSIX	RBC Ultra-Short Fixed Income Fund	Ultrashort Bond	Dec 30, 2013	0.48%	0.40%	2.98%	3.93%	98

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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