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
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	Mar 31, 2015	0.32%	-0.71%	2.32%	4.29%	38
SIDNX	Hartford Schroders International Multi-Cap Value F...	Foreign Large Cap Equities	Aug 29, 2006	0.84%	4.72%	9.35%	6.35%	95
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	Jan 16, 1995	1.71%	3.40%	7.70%	4.16%	89
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	Sep 1, 1994	2.47%	1.68%	6.14%	0.00%	66
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	Apr 8, 2012	0.90%	8.96%	3.91%	4.18%	89
SIGAX	Western Asset Corporate Bond Fund	Corporate Bonds	Nov 6, 1992	0.88%	-1.11%	2.69%	4.49%	42
SIGVX	Virtus Seix U.S. Government Securities Ultra-Short...	Ultrashort Bond	Apr 11, 2002	0.41%	0.50%	2.16%	4.16%	99
SIHAX	Guggenheim High Yield Fund	High Yield Bonds	Aug 5, 1996	1.05%	-1.76%	4.84%	5.97%	69
SILVX	SGI U.S. Large Equity Fund	Large Cap Blend Equities	Feb 29, 2012	0.98%	0.11%	9.57%	8.86%	21
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	Oct 16, 2016	0.86%	5.07%	—	2.98%	89
SINCX	Federated Hermes Strategic Income Fund	Multisector Bonds	May 1, 1994	1.69%	-0.41%	3.24%	4.25%	67
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	Tactical Allocation	Apr 8, 2012	0.80%	0.35%	5.05%	4.92%	91
SIRIX	Sierra Tactical All Asset Fund	Tactical Allocation	Dec 23, 2007	1.70%	-1.07%	2.38%	2.76%	24
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	Nov 16, 2003	0.35%	-1.24%	10.02%	10.50%	61
SISEX	Shelton International Select Equity Fund	Foreign Large Cap Equities	Dec 19, 2008	0.99%	1.30%	—	1.75%	77
SISIX	Virtus Seix Investment Grade Tax-Exempt Bond Fund	Municipal Bonds	Jun 8, 1992	0.69%	-0.35%	1.60%	2.32%	52
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	Jun 25, 1997	1.36%	-1.05%	3.34%	6.34%	93
SIUSX	Guggenheim Core Bond Fund	Intermediate Core Bond	Aug 15, 1985	0.79%	-0.45%	2.45%	4.11%	42
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	Aug 3, 1998	0.75%	-1.09%	8.96%	17.78%	13
SIVLX	Seafarer Overseas Value Fund Institutional Class	Emerging Markets Equities	May 31, 2016	1.05%	3.00%	—	4.90%	93

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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