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
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	May 30, 2011	1.03%	1.14%	7.99%	5.08%	94
SBSPX	Franklin S&P 500 Index Fund	Large Cap Blend Equities	Jan 5, 1998	0.54%	-3.77%	13.40%	0.81%	47
SBSTX	Western Asset Short-Term Bond Fund	Short-Term Bond	Nov 11, 1991	0.71%	0.12%	1.98%	3.83%	90
SCATX	Virtus Zevenbergen Innovative Growth Stock Fund	Large Cap Growth Equities	Feb 23, 2004	1.00%	-14.67%	14.99%	0.00%	11
SCAUX	Invesco Income Advantage U.S. Fund	Derivative Income	Mar 30, 2006	1.05%	-3.05%	6.87%	6.38%	49
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	Feb 23, 2001	0.40%	0.10%	2.41%	3.99%	50
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	Jun 30, 2011	0.45%	-1.38%	22.00%	4.68%	8
SCD	LMP Capital and Income Fund Inc.	Diversified Portfolio	—	—	3.55%	13.08%	9.58%	8
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	May 31, 1929	0.55%	-4.19%	13.57%	11.10%	45
SCEMX	DWS Emerging Markets Fixed Income Fund	Emerging Markets Bonds	Dec 30, 1993	0.88%	-1.18%	3.35%	7.79%	90
SCETX	Virtus Ceredex Small-Cap Value Equity Fund	Small Cap Blend Equities	Jan 31, 1997	1.15%	5.49%	7.48%	1.03%	27
SCFIX	Shenkman Capital Short Duration High Income Fund	High Yield Bonds	Oct 31, 2012	0.67%	-0.51%	4.31%	4.99%	96
SCFZX	PGIM Securitized Credit Fund	Nontraditional Bonds	Jun 30, 2019	0.65%	0.60%	—	4.75%	99
SCGRX	Franklin Multi-Asset Moderate Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-2.77%	7.94%	10.77%	52
SCGSX	DWS Capital Growth Fund	Large Cap Growth Equities	Jul 14, 2000	0.66%	-10.08%	14.10%	8.48%	12
SCGVX	Sands Capital Global Growth Fund	Global Equities	Mar 30, 2010	1.15%	-14.29%	9.26%	54.33%	4
SCHAX	Franklin Multi-Asset Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-2.47%	8.81%	11.34%	45
SCHLX	DWS Health and Wellness Fund	Health & Biotech Equities	Mar 1, 1998	0.84%	-6.77%	7.88%	5.58%	4
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	Dec 19, 1985	0.79%	-2.08%	9.66%	2.80%	36
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	Jun 17, 1953	0.91%	5.36%	9.40%	2.61%	90

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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