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
SECEX	Guggenheim StylePlus - Large Core Fund	Large Cap Blend Equities	Sep 10, 1962	1.31%	-5.20%	12.83%	3.11%	37
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	Aug 7, 1944	1.15%	-1.57%	9.17%	14.79%	26
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	Sep 28, 1993	0.38%	0.21%	2.27%	3.78%	98
SECUX	Guggenheim StylePlus - Mid Growth Fund	Mid Cap Growth Equities	Sep 17, 1969	1.42%	3.06%	10.24%	0.00%	20
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	Dec 4, 2005	0.41%	0.00%	4.09%	7.30%	95
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	Oct 1, 2004	0.58%	-4.02%	12.60%	3.76%	43
SEEFX	Saturna Sustainable Equity Fund	Global Equities	Mar 26, 2015	0.75%	-6.40%	9.33%	38.42%	23
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	Feb 28, 1992	0.69%	-7.65%	18.06%	12.39%	19
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	Aug 31, 1993	1.02%	-0.56%	10.57%	2.80%	16
SEGMX	SEI Daily Income Trust GNMA Fund	Government Bonds	Mar 19, 1987	0.63%	0.32%	0.86%	3.28%	40
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	Apr 26, 2018	0.32%	-1.55%	—	5.61%	54
SEIAX	SEI Institutional Investments Trust Multi-Asset Re...	Inflation-Protected Bonds	Jul 28, 2011	0.21%	8.37%	4.57%	2.71%	90
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	Sep 4, 1989	0.63%	-0.25%	1.85%	3.00%	39
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	Dec 20, 1989	1.08%	3.86%	9.45%	16.18%	76
SEKSX	Carret Kansas Tax - Exempt Bond Fund	Municipal Bonds	Dec 9, 1990	0.48%	-0.51%	1.45%	1.97%	53
SELCX	SEI Institutional Managed Trust Large Cap Growth F...	Large Cap Growth Equities	Dec 20, 1994	0.89%	-4.88%	15.69%	24.40%	52
SEMAX	Columbia Massachusetts Intermediate Municipal Bond...	Municipal Bonds	Jun 13, 1993	0.54%	-0.07%	1.60%	2.80%	55
SEMCX	SEI Institutional Managed Trust Mid-Cap Fund	Mid Cap Blend Equities	Feb 16, 1993	0.98%	3.34%	9.91%	21.65%	39
SEMGX	DWS Emerging Markets Equity Fund	Emerging Markets Diversified	May 7, 1996	0.98%	3.71%	6.98%	2.89%	71
SEMNX	Hartford Schroders Emerging Markets Equity Fund Cl...	Emerging Markets Equities	—	1.23%	5.93%	9.54%	1.49%	92

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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