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
SBAPX	Segall Bryant & Hamill Short Term Plus Fund	Short-Term Bond	Dec 14, 2018	0.68%	-0.02%	—	4.33%	97
SBASX	Segall Bryant & Hamill Small Cap Core Fund	Small Cap Growth Equities	Dec 31, 2019	0.99%	3.70%	—	5.38%	33
SBBAX	Franklin Multi-Asset Conservative Growth Fund	Diversified Portfolio	Feb 4, 1996	0.44%	-1.80%	6.70%	9.85%	49
SBCPX	Franklin Multi-Asset Defensive Growth Fund	Diversified Portfolio	Feb 4, 1996	0.52%	-1.40%	4.74%	4.80%	51
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	Aug 18, 1998	0.60%	-0.90%	1.17%	2.15%	44
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 2011	1.23%	6.10%	10.57%	2.60%	91
SBFAX	1919 Financial Services Fund	Financials Equities	Nov 16, 1998	1.36%	-6.39%	8.62%	15.50%	2
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	—	1.39%	-1.27%	7.12%	3.56%	16
SBHAX	Segall Bryant & Hamill All Cap Fund	Large Cap Growth Equities	Jul 31, 2013	0.87%	-2.63%	11.05%	30.25%	21
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	Jul 31, 2013	0.97%	6.34%	9.67%	10.95%	56
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	—	—	1.10%	1.22%	6.60%	13
SBIEX	ClearBridge International Value Fund	Foreign Large Cap Equities	Feb 17, 1986	1.25%	2.05%	7.19%	3.93%	73
SBIFX	Sextant Bond Income Fund	Long-Term Bond	Feb 28, 1993	0.65%	-0.81%	1.28%	3.54%	18
SBLGX	ClearBridge Large Cap Growth Fund	Large Cap Growth Equities	Aug 29, 1997	0.99%	-8.99%	13.11%	13.93%	9
SBLTX	Western Asset Intermediate-Term Municipals Fund	Municipal Bonds	Nov 27, 1988	0.61%	-0.16%	1.95%	3.21%	31
SBMAX	ClearBridge Mid Cap Fund	Mid Cap Blend Equities	Sep 1, 1998	1.13%	-2.10%	7.44%	9.11%	13
SBMBX	Saratoga Energy & Basic Materials Fund	Energy Equities	Oct 22, 1997	3.30%	0.00%	2.96%	2.13%	5
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-2.31%	—	10.36%	47
SBNYX	Western Asset New York Municipals Fund	Municipal Bonds	Jan 15, 1987	0.77%	0.03%	1.58%	3.24%	27
SBPAX	Western Asset Pennsylvania Municipals Fund	Municipal Bonds	Apr 3, 1994	0.80%	0.04%	1.69%	2.87%	31

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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