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
SMLPX	Salient MLP & Energy Infrastructure Fund	Energy Equities	Sep 18, 2012	1.35%	17.21%	11.92%	3.83%	26
SMMIX	Invesco Summit Fund	Large Cap Growth Equities	Nov 1, 1982	0.84%	-8.21%	13.93%	16.10%	22
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	Nov 16, 2003	0.31%	1.38%	4.77%	3.12%	77
SMPIX	ProFunds Semiconductor UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.49%	-2.57%	39.69%	13.36%	89
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	Oct 30, 2014	0.59%	5.65%	10.26%	28.61%	95
SMRSX	ALPS/Smith Short Duration Bond Fund	Short-Term Bond	Jun 29, 2018	0.93%	0.12%	—	3.91%	96
SMSAX	SEI Institutional Managed Trust Multi-Strategy Alt...	Multistrategy	Mar 30, 2010	1.35%	2.91%	4.45%	4.94%	96
SMSNX	Hartford Schroders Emerging Markets Multi-Sector B...	Emerging Markets Bonds	Jun 24, 2013	0.90%	-3.07%	3.24%	5.53%	71
SMTFX	SIT Minnesota Tax Free Income Fund	Municipal Bonds	Nov 30, 1993	0.80%	0.33%	1.84%	3.36%	41
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 29, 2018	0.99%	-0.15%	—	4.20%	31
SMTSX	JPMorgan SmartRetirement 2040 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.97%	9.45%	5.84%	52
SMVLX	Smead Value Fund	Large Cap Value Equities	Jan 2, 2008	1.26%	8.00%	11.55%	1.55%	29
SMVSX	Invesco Small Cap Value Fund Class R6	Small Cap Value Equities	Feb 7, 2017	0.72%	10.72%	—	7.72%	75
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	Mid Cap Value Equities	Nov 30, 2001	0.99%	10.19%	11.46%	14.92%	85
SMXAX	SEI Institutional Investments Trust Extended Marke...	Mid Cap Growth Equities	Feb 28, 2013	0.19%	-0.45%	11.27%	11.01%	44
SNDPX	AB Intermediate Diversified Municipal Portfolio	Municipal Bonds	Jan 8, 1989	0.47%	0.24%	1.85%	3.38%	71
SNEMX	AB Emerging Markets Portfolio	Emerging Markets Diversified	Dec 14, 1995	1.28%	—	—	1.89%	—
SNGRX	SIT International Growth Fund	Foreign Large Cap Equities	Oct 31, 1991	1.20%	0.11%	7.42%	1.10%	56
SNGVX	SIT U.S. Government Securities Fund	Government Bonds	Jun 1, 1987	0.80%	-0.23%	1.55%	3.47%	42
SNIDX	AllianceBernstein Intermediate Duration Portfolio	Intermediate Core-Plus Bond	Jan 17, 1989	0.56%	-0.24%	1.78%	4.26%	29

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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