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
SAHMX	SA International Value Fund	Foreign Large Cap Equities	Aug 4, 1999	1.11%	6.92%	10.92%	5.00%	94
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	May 29, 1958	0.56%	2.11%	10.12%	11.33%	31
SAIPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.61%	-0.55%	5.83%	7.58%	62
SAISX	SA International Small Company Fund	Foreign Small & Mid Cap Equities	Aug 4, 1999	0.74%	2.52%	8.31%	5.79%	88
SAMBX	Virtus Seix Floating Rate High Income Fund	Bank Loan	Feb 28, 2006	0.64%	-0.06%	4.75%	7.06%	93
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	Dec 30, 1997	0.46%	-0.34%	1.43%	3.84%	27
SAMHX	Virtus Seix High Yield Fund	High Yield Bonds	Dec 29, 2000	0.64%	-1.01%	5.41%	6.17%	69
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	Dec 28, 2017	0.99%	-2.33%	—	10.50%	45
SAMKX	SA U.S. Core Market Fund	Large Cap Blend Equities	Aug 5, 1999	0.67%	-2.99%	13.30%	0.68%	34
SAOAX	Guggenheim Alpha Opportunity Fund	Long-Short	Jul 6, 2003	1.76%	11.57%	3.03%	0.64%	17
SAOPX	Barrett Opportunity Fund	Large Cap Blend Equities	Feb 28, 1979	1.18%	-2.12%	11.70%	44.71%	39
SAPEX	Spectrum Active Advantage Fund	Tactical Allocation	May 31, 2015	1.69%	-4.72%	4.71%	5.01%	42
SAREX	SA Real Estate Securities Fund	REIT	Apr 2, 2007	0.75%	3.74%	4.43%	3.10%	5
SASMX	ClearBridge Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1998	1.16%	-0.61%	11.10%	20.43%	27
SAUFX	SA U.S. Fixed Income Fund	Ultrashort Bond	Apr 2, 2007	0.40%	0.39%	1.20%	4.20%	88
SAUMX	SA U.S. Small Company Fund	Small Cap Blend Equities	Aug 5, 1999	0.87%	4.24%	9.87%	0.50%	31
SAUPX	Principal SAM Flexible Income Portfolio	Diversified Portfolio	Jul 24, 1996	0.60%	-0.19%	4.43%	3.45%	67
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	Mar 7, 1996	0.55%	-0.39%	2.70%	4.60%	43
SAWMX	SA Worldwide Moderate Growth Fund	Global Allocation	Jun 30, 2015	0.00%	2.53%	8.13%	5.80%	80
SAXIX	SA Global Fixed Income Fund	Global Bonds	Jul 28, 1999	0.71%	0.46%	1.22%	4.83%	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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