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
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	Dec 13, 2017	1.00%	-5.05%	—	10.43%	38
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	Diversified Portfolio	Apr 8, 2012	0.62%	-0.20%	3.00%	1.88%	87
SCMAX	DWS Massachusetts Tax Free Fund	Municipal Bonds	May 27, 1987	0.61%	0.06%	1.51%	3.46%	37
SCMBX	DWS Managed Municipal Bond Fund	Municipal Bonds	Oct 13, 1976	0.54%	0.04%	1.79%	4.87%	34
SCMIX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Nov 30, 2001	0.89%	5.82%	23.23%	7.50%	93
SCMTX	DWS Intermediate Tax-Free Fund	Municipal Bonds	Apr 11, 1983	0.48%	-0.07%	1.95%	3.62%	60
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	Jun 14, 1996	0.36%	-0.33%	1.95%	3.90%	39
SCOBX	DWS International Growth Fund	Foreign Large Cap Equities	Jul 22, 1986	0.92%	-4.70%	6.47%	4.93%	18
SCORX	Sextant Core Fund	Diversified Portfolio	Mar 29, 2007	0.90%	0.76%	7.64%	2.13%	80
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	Aug 28, 2003	0.47%	-2.61%	12.84%	15.43%	59
SCPIX	DWS S&P 500 Index Fund	S&P 500	Aug 29, 1997	0.29%	-4.40%	13.98%	4.55%	51
SCPZX	Carillon Reams Core Plus Bond Fund	Intermediate Core-Plus Bond	Nov 25, 1996	0.40%	0.38%	2.95%	3.82%	69
SCQGX	DWS Large Cap Focus Growth Fund	Large Cap Growth Equities	May 15, 1991	0.83%	-10.60%	14.54%	17.38%	21
SCRZX	AB Small Cap Core Portfolio	Small Cap Blend Equities	Dec 29, 2015	0.87%	1.03%	8.45%	10.63%	41
SCSAX	Allspring Common Stock Fund	Mid Cap Blend Equities	Nov 30, 2000	1.25%	-3.10%	9.31%	4.56%	13
SCSBX	DWS Total Return Bond Fund	Intermediate Core-Plus Bond	Apr 24, 1928	0.55%	-0.60%	2.10%	5.25%	52
SCSPX	Sterling Capital Quality Income Fund	Intermediate Core Bond	Jun 30, 2011	0.58%	-0.23%	1.94%	3.55%	56
SCTAX	Allspring California Tax-Free Fund	Municipal Bonds	Oct 5, 1988	0.75%	-0.50%	1.74%	4.27%	21
SCUIX	Hartford Schroders US Small Cap Opportunities Fund	Small Cap Blend Equities	Aug 6, 1993	1.08%	1.04%	8.48%	13.19%	26
SCVAX	Allspring Small Company Value Fund	Small Cap Value Equities	Jan 31, 2002	1.15%	6.99%	9.37%	5.50%	38

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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