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
SPBAX	DWS Multi-Asset Conservative Allocation Fund	Diversified Portfolio	Nov 14, 1996	0.40%	-0.86%	4.94%	10.60%	57
SPE	Special Opportunities Fund Inc.	Multistrategy	—	1.11%	-4.23%	11.85%	14.64%	8
SPECX	Alger Spectra Fund	Large Cap Growth Equities	Jul 28, 1969	1.39%	-10.04%	15.20%	8.30%	49
SPEDX	Alger Dynamic Opportunities Fund	Long-Short	Nov 1, 2009	0.91%	-5.77%	7.67%	0.09%	12
SPEGX	Alger Responsible Investing Fund	Large Cap Growth Equities	Dec 4, 2000	1.27%	-7.18%	13.07%	9.21%	53
SPFFX	Sphere 500 Fossil Free Fund	Large Cap Blend Equities	Oct 3, 2021	0.11%	-5.52%	—	7.20%	41
SPFIX	Shelton Capital Management S&P 500 Index Fund	S&P 500	Apr 20, 1992	0.43%	-3.94%	16.14%	3.56%	47
SPFLX	American Beacon Sound Point Floating Rate Income F...	Bank Loan	Dec 2, 2012	0.82%	-0.05%	2.99%	6.06%	49
SPFZX	PGIM Jennison Focused Growth Fund	Large Cap Growth Equities	Jun 2, 2000	0.75%	-11.03%	16.08%	4.18%	22
SPGBX	Symmetry Panoramic Global Fixed Income Fund	Global Bonds	Nov 11, 2018	0.43%	-0.11%	—	4.08%	37
SPGEX	Symmetry Panoramic Global Equity Fund	Global Equities	Nov 11, 2018	0.56%	1.89%	—	8.95%	67
SPGRX	DWS Equity Sector Strategy Fund	Large Cap Blend Equities	Nov 14, 1996	0.48%	-4.18%	9.50%	1.08%	51
SPGTX	Symmetry Panoramic Tax-Managed Global Equity Fund	Global Equities	Nov 11, 2018	0.42%	2.14%	—	3.55%	77
SPHIX	Fidelity High Income Fund	High Yield Bonds	Aug 29, 1990	0.70%	0.15%	5.36%	5.95%	93
SPIAX	Invesco S&P 500 Index A	S&P 500	Sep 26, 1997	0.54%	-3.77%	13.54%	1.05%	47
SPIDX	Invesco S&P 500 Index Fund	S&P 500	Sep 26, 1997	0.29%	-3.72%	13.83%	1.12%	49
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	Jun 28, 2002	0.65%	-3.83%	13.40%	8.76%	45
SPILX	Symmetry Panoramic International Equity Fund	Foreign Large Cap Equities	Nov 12, 2018	0.89%	4.12%	—	6.38%	88
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	Dec 18, 2013	0.12%	-3.64%	14.01%	12.35%	49
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	Jun 28, 2002	2.06%	3.87%	8.77%	31.66%	38

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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