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
SNIEX	BNY Mellon International Equity Fund	Foreign Large Cap Equities	Dec 21, 2005	0.82%	2.61%	6.55%	18.34%	85
SNIGX	SIT Large Cap Growth Fund	Large Cap Growth Equities	Sep 2, 1982	1.00%	-7.61%	14.70%	2.31%	33
SNOIX	Easterly Snow Capital Long/Short Opportunity Fund	Long-Short	Apr 27, 2006	1.41%	6.69%	10.82%	6.48%	80
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	Nov 17, 2003	0.61%	0.92%	2.84%	3.16%	88
SNSXX	Schwab U.S. Treasury Money Fund	Money Market	Jan 17, 2018	—	0.55%	—	3.45%	—
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	Feb 28, 2006	0.76%	3.20%	9.58%	7.62%	70
SNTIX	SIT Tax Free Income Fund	Municipal Bonds	Sep 28, 1988	0.80%	0.15%	2.20%	3.57%	27
SNWIX	Easterly Snow Capital Small Cap Value Fund	Small Cap Value Equities	Nov 30, 2010	1.25%	-2.92%	11.05%	4.08%	54
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	Apr 2, 1991	0.05%	-3.51%	13.80%	1.51%	48
SOAAX	Spirit of America Real Estate Income & Growth Fund	REIT	Jan 9, 1998	1.52%	5.26%	4.50%	10.11%	9
SOAEX	Spirit of America Energy Fund	Energy Equities	Jul 9, 2014	1.50%	24.77%	21.10%	11.15%	41
SOAIX	Spirit of America Income Fund	Long-Term Bond	Dec 30, 2008	1.12%	-0.03%	3.48%	6.11%	33
SOAMX	Spirit of America Municipal Tax Free Bond Fund	Municipal Bonds	Feb 28, 2008	0.92%	-0.12%	1.27%	3.04%	38
SOAVX	Spirit of America Large Cap Value Fund	Large Cap Blend Equities	Aug 1, 2002	1.50%	-1.75%	13.93%	9.46%	59
SOKAX	SEI Asset Allocation Trust Core Market Strategy Fu...	Diversified Portfolio	Nov 16, 2003	0.35%	1.20%	5.97%	3.02%	77
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	Nov 6, 1992	1.02%	-0.31%	11.52%	13.40%	28
SOPIX	ProFunds Short NASDAQ-100 Fund	Inverse Equities, Leveraged	Apr 30, 2002	1.78%	5.51%	-18.85%	2.03%	1
SOPVX	Allspring Opportunity Fund	Large Cap Growth Equities	Feb 24, 2000	1.18%	-5.05%	11.45%	9.54%	13
SPATX	Symmetry Panoramic Alternatives Fund	Multistrategy	Nov 11, 2018	0.50%	5.85%	—	2.88%	97
SPAXX	Fidelity Government Money Market Fund	Money Market	Feb 5, 1990	—	0.53%	—	3.42%	—

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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