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
SEMPX	Semper MBS Total Return Fund	Nontraditional Bonds	Jul 21, 2013	1.07%	0.43%	3.61%	5.75%	94
SEMRX	Semper Short Duration Fund	Ultrashort Bond	Dec 23, 2010	0.85%	0.67%	3.30%	5.29%	99
SEMVX	Hartford Schroders Emerging Mkts Eq A	Emerging Markets Diversified	Oct 24, 2016	1.46%	5.80%	9.26%	0.85%	91
SENAX	Allspring Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 24, 2000	1.18%	-3.95%	10.87%	12.56%	37
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	Jan 12, 1934	0.99%	-7.06%	14.97%	1.57%	26
SENJX	SEI Tax-Exempt Trust New Jersey Municipal Bond Fun...	Municipal Bonds	Aug 17, 1998	0.60%	-0.54%	1.48%	2.21%	52
SENYX	SEI Tax-Exempt Trust New York Municipal Bond Fund	Municipal Bonds	Aug 17, 1998	0.60%	-0.58%	1.35%	2.30%	50
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	Aug 25, 1998	0.63%	-0.59%	1.47%	2.21%	51
SEQAX	Guggenheim World Equity Income Fund	Global Equities	Sep 30, 1993	1.20%	2.17%	8.81%	14.43%	75
SEQUX	Sequoia Fund	Large Cap Growth Equities	Jul 15, 1970	1.00%	-9.44%	11.09%	10.73%	8
SESVX	SEI Institutional Managed Trust Small Cap Value Fu...	Small Cap Value Equities	Dec 20, 1994	1.14%	3.13%	8.06%	8.87%	51
SETAX	SEI Institutional Managed Trust Real Estate Fund	REIT	Nov 13, 2003	1.14%	3.49%	5.75%	11.46%	7
SETMX	Columbia Intermediate Municipal Bond Fund	Municipal Bonds	Jun 13, 1993	0.40%	0.01%	2.02%	3.37%	53
SEVAX	Guggenheim SMid Cap Value Fund	Mid Cap Value Equities	May 1, 1997	1.19%	0.55%	8.09%	14.10%	19
SFAAX	Allspring Index Asset Allocation Fund	Diversified Portfolio	Nov 12, 1986	1.08%	-2.32%	8.51%	12.96%	45
SFBDX	State Farm Municipal Bond Fund	Municipal Bonds	Oct 31, 1977	0.16%	-0.56%	1.77%	3.03%	56
SFBPX	Great-West SecureFoundation Balanced ETF Fund	Diversified Portfolio	Jan 22, 2012	0.23%	0.52%	7.06%	9.01%	67
SFCIX	Allspring California Limited-Term Tax-Free Fund	Municipal Bonds	Nov 17, 1992	0.80%	-0.02%	1.42%	2.77%	80
SFCWX	American Funds SMALLCAP World Fund Class F-3	Global Equities	Apr 30, 1990	0.66%	0.43%	—	5.08%	62
SFENX	Schwab Fundamental Emerging Markets Large Company ...	Emerging Markets Diversified	Jan 30, 2008	0.39%	5.38%	10.12%	3.73%	85

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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