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
SLPIX	ProFunds Small Cap Fund	Small Cap Blend Equities	Sep 4, 2001	1.78%	1.27%	7.34%	0.80%	42
SLVAX	Columbia Select Large Cap Value Fund	Large Cap Value Equities	Apr 25, 1997	0.80%	3.36%	12.53%	8.26%	81
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Nov 30, 2001	0.53%	3.44%	12.83%	8.09%	81
SLVRX	Columbia Select Large Cap Value Fund Class R	Large Cap Value Equities	Apr 30, 2003	1.05%	3.30%	12.42%	8.22%	81
SMAAX	SEI Tax-Exempt Trust Massachusetts Municipal Bond ...	Municipal Bonds	Aug 18, 1998	0.63%	-0.64%	1.12%	1.97%	45
SMAIX	Allspring Ultra Short-Term Municipal Income Fund	Municipal Bonds	Jul 30, 2000	0.25%	0.43%	1.63%	2.72%	98
SMARX	Brandes Separately Managed Account Reserve Trust	Corporate Bonds	Oct 3, 2005	0.00%	-0.05%	3.36%	4.70%	41
SMBPX	Saratoga Municipal Bond Portfolio	Ultrashort Bond	Sep 1, 1994	3.16%	0.00%	-0.09%	2.69%	33
SMCIX	Shelton Capital Management S&P Smallcap Index Fund	Small Cap Blend Equities	Oct 2, 1996	0.81%	3.53%	10.22%	8.71%	35
SMCVX	ALPS/Smith Credit Opportunities Fund	Multisector Bonds	Sep 14, 2020	1.17%	-0.35%	—	5.05%	49
SMCWX	American Funds SMALLCAP World Fund Class A	Foreign Small & Mid Cap Equities, Mid Cap Growth Equities	Apr 30, 1990	1.02%	0.33%	9.19%	4.83%	60
SMDIX	Hartford Schroders US MidCap Opportunities Fund	Mid Cap Blend Equities	Mar 31, 2006	0.89%	4.00%	10.07%	9.48%	40
SMDMX	Fidelity Maryland Municipal Income Fund	Municipal Bonds	Apr 22, 1993	0.55%	-0.70%	1.90%	2.57%	37
SMEAX	Invesco Small Cap Equity Fund Class A	Small Cap Blend Equities	Aug 31, 2000	1.22%	0.14%	9.06%	9.33%	23
SMGAX	SEI Asset Allocation Trust Conservative Strategy A...	Diversified Portfolio	Nov 16, 2003	0.35%	0.60%	6.41%	8.60%	25
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	Dec 14, 1992	0.75%	-4.96%	13.29%	7.78%	39
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.82%	—	11.34%	53
SMIDX	SMI Dynamic Allocation Fund	Tactical Allocation	Feb 27, 2013	1.19%	2.25%	6.07%	11.57%	85
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	Dec 1, 2005	1.19%	6.63%	8.71%	5.00%	31
SMILX	SMI Multi-Strategy Fund	Diversified Portfolio	Apr 28, 2015	1.15%	3.80%	5.96%	8.02%	67

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