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
SGINX	DWS GNMA Fund	Government Bonds	Jul 13, 2000	0.58%	0.68%	1.14%	4.64%	65
SGISX	Crossmark Steward Global Equity Income Fund	Global Equities	Apr 2, 2008	0.99%	-1.11%	10.33%	6.45%	50
SGMAX	SEI Institutional Investments Trust Global Managed...	Global Equities	Jan 31, 2016	0.25%	3.25%	—	14.09%	68
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	-1.21%	10.01%	11.56%	59
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	—	0.88%	5.04%	8.44%	8.05%	92
SGOVX	First Eagle Overseas Fund	Foreign Large Cap Equities	Aug 31, 1993	1.16%	4.97%	8.14%	8.07%	92
SGPIX	ProFunds Small Cap Growth Fund	Small Cap Growth Equities	Sep 4, 2001	1.60%	2.29%	7.39%	0.18%	30
SGRNX	Allspring Growth Fund	Large Cap Growth Equities	Feb 24, 2000	0.75%	-9.51%	13.61%	23.41%	24
SGSCX	DWS Global Small Cap Fund	Global Equities	Sep 9, 1991	1.12%	5.08%	7.19%	9.87%	88
SGVAX	Western Asset Mortgage Total Return Fund	Intermediate Core-Plus Bond	Nov 6, 1992	0.94%	-0.04%	1.27%	4.50%	39
SGVIX	Allspring Government Securities Fund	Government Bonds	Aug 30, 1999	0.48%	-0.20%	1.09%	3.10%	31
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	Dec 5, 2005	0.56%	-0.85%	6.11%	8.19%	76
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	Mar 10, 1970	0.93%	-3.11%	12.36%	14.53%	39
SHCDX	Virtus Stone Harbor Emerg Mkts Corp Dbt	Emerging Markets Bonds	May 31, 2011	1.02%	0.02%	4.60%	6.19%	81
SHDAX	Western Asset Short Duration Municipal Income Fund	Municipal Bonds	Mar 16, 2003	0.55%	0.03%	1.47%	2.55%	89
SHDPX	American Beacon Shapiro SMID Cap Equity Fund	Small Cap Value Equities	Sep 12, 2017	2.31%	-8.71%	—	7.92%	6
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	May 22, 1994	1.29%	6.72%	22.90%	7.92%	92
SHIAX	Western Asset Short Duration High Income Fund	High Yield Bonds	Nov 6, 1992	1.01%	-0.51%	5.47%	6.59%	87
SHIIX	Catalyst Buffered Shield Fund	Options Trading	Apr 13, 2015	1.23%	-1.47%	6.87%	3.06%	68
SHLMX	Virtus Stone Harbor Local Markets	Emerging Markets Bonds	Jun 29, 2010	1.01%	-2.57%	1.66%	10.42%	78

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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