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
SFGIX	Seafarer Overseas Growth and Income Fund	Emerging Markets Diversified	Feb 14, 2012	1.00%	5.56%	7.07%	3.21%	90
SFHIX	Shenkman Capital Floating Rate High Income Fund	Bank Loan	Oct 14, 2014	0.54%	-1.36%	26.03%	7.04%	71
SFHYX	Hundredfold Select Alternative Fund	Tactical Allocation	Aug 31, 2004	2.45%	-0.94%	7.43%	9.63%	87
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	Jan 30, 2008	0.39%	5.30%	8.42%	7.99%	93
SFITX	State Farm Interim Fund	Government Bonds	Oct 31, 1977	0.16%	-0.33%	1.31%	3.33%	73
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	2.96%	13.28%	1.63%	62
SFLTX	Virtus Seix High Grade Municipal Bond Fund	Municipal Bonds	Jan 17, 1994	0.74%	-0.34%	1.80%	2.75%	32
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	Apr 1, 2007	0.25%	9.14%	11.15%	4.68%	95
SFPAX	Saratoga Financial Service Fund	Financials Equities	Aug 1, 2000	3.81%	0.00%	9.11%	0.00%	15
SFREX	Schwab Fundamental Global Real Estate Index Fund	REIT	Oct 21, 2014	0.39%	-0.08%	3.18%	3.51%	17
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	Apr 2, 2007	0.25%	3.66%	10.07%	1.31%	39
SFVLX	Seafarer Overseas Value Fund	Emerging Markets Diversified	May 30, 2016	1.15%	5.15%	—	4.76%	94
SGARX	Virtus SGA Global Growth Fund	Global Equities	Dec 30, 2010	0.91%	-13.02%	—	14.68%	2
SGDIX	Sprott Gold Equity Fund Institutional Class	Commodity Producers Equities	Apr 8, 2019	1.17%	9.84%	—	0.60%	95
SGDLX	Sprott Gold Equity Fund	Precious Metals	Jun 28, 1998	1.44%	9.80%	—	0.61%	95
SGENX	First Eagle Global Fund Class A	Global Equities	Jan 1, 1979	1.11%	2.49%	9.98%	9.22%	87
SGFFX	Sparrow Growth Fund	Mid Cap Growth Equities	Oct 2, 1998	1.81%	-10.26%	14.50%	0.00%	11
SGGDX	First Eagle Gold Fund	Precious Metals	Aug 30, 1993	1.19%	12.80%	16.65%	0.96%	92
SGHIX	Sextant Global High Income Fund	Global Allocation	Mar 29, 2012	0.75%	1.23%	7.05%	5.01%	61
SGIIX	First Eagle Global Fund Class I	Global Equities	—	0.86%	2.54%	10.26%	9.37%	88

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.

Loading graphics...

Time Period