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
SCYVX	AB Small Cap Value Portfolio	Small Cap Value Equities	Dec 3, 2014	0.92%	7.57%	7.97%	4.53%	34
SDAIX	Swan Defined Risk Growth Fund	Options Trading	Dec 26, 2018	1.40%	-4.78%	—	0.00%	51
SDGIX	BNY Mellon Global Fixed Income Fund	Global Bonds	Dec 30, 1993	0.53%	-0.94%	2.30%	3.16%	22
SDHIX	Lord Abbett Short Duration High Income Municipal B...	High Yield Muni	Jun 14, 2015	0.50%	0.03%	1.95%	4.37%	52
SDHY	PGIM Short Duration High Yield Opportunities Fund	High Yield Bonds	—	0.70%	-1.39%	—	8.09%	12
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	Jul 30, 2010	0.67%	-4.34%	13.91%	14.43%	47
SDMGX	SIT Developing Markets Growth Fund	Emerging Markets Diversified	Jun 30, 1994	1.20%	-0.73%	8.67%	0.88%	89
SDMZX	PGIM Short Duration Multi-Sector Bond Fund	Short-Term Bond	Dec 23, 2013	0.46%	-0.04%	3.15%	4.29%	94
SDRIX	Swan Defined Risk Fund	Options Trading	Jul 29, 2012	1.18%	-2.37%	5.14%	10.81%	51
SDSAX	Western Asset Income Fund	Multisector Bonds	Nov 5, 1992	0.92%	-0.96%	3.43%	6.31%	76
SDSCX	BNY Mellon Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jan 4, 1988	0.70%	-4.68%	10.84%	54.86%	24
SDSYX	Western Asset Income Fund Class I	Multisector Bonds	Nov 19, 1998	0.63%	-0.90%	3.71%	6.74%	80
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	Dec 31, 2003	0.70%	-2.31%	11.48%	10.34%	54
SDYYX	SEI Institutional Managed Trust Dynamic Asset Allo...	Large Cap Blend Equities	Jul 30, 2015	0.50%	-5.41%	13.31%	21.80%	40
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	Oct 1, 2004	0.72%	-0.45%	1.17%	3.36%	46
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	Nov 16, 2003	0.60%	-0.64%	8.29%	8.77%	73
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	Sep 4, 2007	0.86%	0.09%	2.82%	4.15%	9
SEBFX	Saturna Sustainable Bond Fund	Global Bonds	Mar 26, 2015	0.65%	-0.21%	2.16%	3.90%	89
SEBLX	Touchstone Balanced Fund	Diversified Portfolio	Nov 15, 1938	0.99%	-4.52%	10.52%	5.27%	31
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	Apr 10, 2012	0.72%	1.32%	10.28%	9.69%	60

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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