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
SPMFX	Symmetry Panoramic Municipal Fixed Income Fund	Municipal Bonds	Nov 11, 2018	0.41%	-0.08%	—	2.38%	42
SPMIX	Shelton Capital Management S&P Midcap Index Fund	Mid Cap Blend Equities	Apr 20, 1992	0.62%	2.99%	11.94%	5.32%	32
SPMPX	Invesco SteelPath MLP Alpha Plus Fund Class R5	Energy Equities	May 24, 2019	7.73%	21.02%	—	4.80%	18
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	Jan 2, 1997	0.81%	5.37%	9.40%	10.21%	51
SPUBX	Symmetry Panoramic US Fixed Income Fund	Intermediate Core-Plus Bond	Nov 12, 2018	0.45%	-0.49%	—	3.92%	33
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	Nov 12, 2018	0.64%	0.00%	—	6.29%	44
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	Nov 23, 2005	0.89%	-8.51%	9.26%	8.34%	6
SPYGX	Spyglass Growth Fund	Mid Cap Growth Equities	Dec 29, 2017	1.05%	-23.88%	—	0.00%	5
SQBIX	X-Square Balanced Fund, LLC	Diversified Portfolio	Oct 31, 2019	2.50%	1.90%	—	1.55%	61
SQIFX	Sit Quality Income Fund	Ultrashort Bond	Dec 31, 2012	0.90%	0.16%	2.08%	3.86%	83
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	Jul 1, 2009	0.45%	0.72%	2.77%	4.22%	76
SRBFX	Columbia Total Return Bond Fund	Intermediate Core-Plus Bond	Dec 5, 1978	0.49%	-0.37%	2.40%	4.48%	39
SRCMX	Principal California Municipal Fund	Municipal Bonds	Jul 24, 1989	0.72%	-0.46%	1.89%	3.51%	25
SRDAX	Stone Ridge Diversified Alternatives Fund	Multistrategy	Apr 29, 2020	1.27%	2.84%	—	8.30%	13
SREZX	PGIM Select Real Estate Fund	REIT	Jul 31, 2014	1.01%	5.15%	6.63%	2.38%	31
SRFMX	Sarofim Equity Fund	Large Cap Blend Equities	Jan 17, 2014	0.70%	-7.04%	11.87%	34.46%	11
SRGIX	Stringer Growth Fund	Diversified Portfolio	Mar 26, 2013	1.05%	—	—	34.07%	—
SRHMX	Columbia High Yield Municipal Fund	High Yield Muni	Mar 4, 1984	0.65%	0.32%	2.70%	4.24%	13
SRHQX	Principal Short-Term Income Fund	Short-Term Bond	Nov 1, 1993	0.65%	0.10%	2.20%	3.41%	94
SRINX	Columbia Corporate Income Fund	Corporate Bonds	Mar 5, 1986	0.62%	-0.56%	3.21%	4.23%	39

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