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
SHMDX	Virtus Stone Harbor Emerging Mkts Debt	Emerging Markets Bonds	Aug 15, 2007	0.73%	-0.17%	4.30%	6.26%	92
SHMMX	Western Asset Managed Municipals Fund	Municipal Bonds	Mar 3, 1981	0.67%	-0.04%	2.21%	3.47%	20
SHNJX	Western Asset New Jersey Municipals Fund	Municipal Bonds	Apr 21, 1988	0.80%	0.17%	2.21%	3.15%	32
SHORX	Western Asset Oregon Municipals Fund	Municipal Bonds	May 22, 1994	1.30%	-0.10%	1.55%	2.55%	29
SHOYX	American Beacon SiM High Yield Opportunities Fund ...	High Yield Bonds	Feb 14, 2011	0.75%	0.32%	6.57%	6.23%	93
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	Jul 14, 1999	2.90%	0.99%	7.07%	3.63%	41
SHPIX	ProFunds Short Small Cap ProFund	Inverse Equities, Leveraged	Apr 30, 2002	1.78%	-6.59%	-12.69%	16.22%	1
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	Oct 24, 1983	1.11%	-6.30%	7.22%	23.77%	21
SHRCX	Western Asset California Municipals Fund	Municipal Bonds	Apr 8, 1984	0.76%	-0.25%	1.72%	3.17%	23
SHRIX	Stone Ridge High Yield Reinsurance Risk Premium Fu...	Multistrategy	Feb 1, 2013	1.76%	0.11%	—	10.91%	99
SHSAX	BlackRock Health Sciences Opportunities Portfolio	Health & Biotech Equities	Dec 20, 1999	1.09%	-3.95%	10.05%	11.07%	15
SHSSX	Health Sciences Opportunities Fund Class Instituti...	Health & Biotech Equities	Oct 16, 2000	0.84%	-3.89%	10.32%	10.30%	15
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	Sep 12, 2017	1.21%	-7.77%	—	6.65%	17
SHYAX	SEI Institutional Managed Trust High Yield Bond Fu...	High Yield Bonds	Jan 11, 1995	0.89%	-1.27%	5.60%	8.06%	64
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	Feb 14, 2011	1.10%	0.26%	6.65%	5.91%	93
SHYTX	DWS Strategic High Yield Tax	High Yield Muni	Jan 21, 1987	0.59%	0.14%	2.22%	5.49%	20
SIBAX	SIT Balanced Fund	Diversified Portfolio	Dec 30, 1993	0.91%	-4.67%	9.59%	3.55%	46
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	Sep 1, 1994	1.54%	-0.73%	—	1.99%	22
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	Nov 16, 2003	0.51%	1.00%	3.43%	2.84%	83
SICNX	Schwab International Core Equity Fund	Foreign Large Cap Equities	May 30, 2008	0.86%	3.81%	8.59%	0.00%	65

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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