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
SJCIX	Crossmark Steward Large Cap Core Fund	Large Cap Blend Equities	Nov 14, 2021	0.75%	-3.39%	—	6.71%	23
SJGIX	Crossmark Steward Large Cap Growth Fund	Large Cap Growth Equities	Nov 14, 2021	0.75%	-6.49%	—	9.24%	22
SJVIX	Crossmark Steward Large Cap Value Fund	Large Cap Value Equities	Nov 14, 2021	0.75%	-0.86%	—	6.97%	24
SKIRX	DWS Enhanced Commodity Strategy Fund	Commodities	Feb 13, 2005	0.89%	17.97%	6.17%	5.62%	58
SKSEX	AMG GW&K Small Cap Value Fund	Small Cap Blend Equities	Apr 23, 1987	1.15%	5.16%	8.07%	0.00%	12
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	Nov 16, 2003	0.61%	-0.41%	10.08%	17.18%	59
SLAFX	DWS Latin America Equity Fund	Latin America Equities	Dec 7, 1992	1.26%	13.74%	12.31%	3.59%	92
SLANX	DWS Latin America Equity Fund Class A	Latin America Equities	May 29, 2001	1.51%	13.65%	12.03%	3.65%	91
SLASX	Selected American Shares Fund	Large Cap Blend Equities	Feb 28, 1933	0.98%	0.67%	12.90%	11.49%	74
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	Jun 14, 1996	0.47%	-1.93%	12.13%	38.21%	55
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	Sep 1, 1994	1.34%	-12.91%	17.56%	15.88%	23
SLCVX	Saratoga Large Capitalization Value Portfolio	Large Cap Value Equities	Sep 1, 1994	1.34%	-2.77%	10.24%	13.12%	29
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	Jun 28, 2012	0.14%	-1.13%	1.85%	4.69%	9
SLDBX	SEI Institutional Investments Trust Limited Durati...	Short-Term Bond	Jul 31, 2014	0.32%	-0.04%	2.13%	3.95%	92
SLGAX	SEI Institutional Managed Trust Large Cap Fund	Large Cap Blend Equities	Sep 30, 2009	0.95%	-2.77%	11.86%	21.56%	50
SLGFX	SEI Institutional Managed Trust Large Cap Index Fu...	Large Cap Blend Equities	Jan 31, 2018	0.25%	-3.56%	—	5.68%	45
SLLAX	SEI Institutional Managed Trust Small Cap Fund	Small Cap Blend Equities	Sep 30, 2009	1.14%	2.76%	9.22%	10.45%	42
SLMCX	Columbia Seligman Technology and Information Fund	Technology Equities	Jun 22, 1983	1.17%	7.65%	23.09%	8.78%	93
SLMMX	Western Asset Massachusetts Municipals Fund	Municipal Bonds	Dec 20, 1987	0.75%	-0.12%	1.19%	2.63%	18
SLPAX	SEI Institutional Investments Trust Small Cap Fund	Small Cap Blend Equities	Jun 14, 1996	0.72%	1.66%	9.23%	26.61%	45

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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