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
SRJSX	JPMorgan SmartRetirement 2035 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.84%	8.70%	5.90%	54
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	Multistrategy	Dec 9, 2013	2.35%	5.22%	8.44%	19.14%	100
SRUUF	Sprott Physical Uranium Trust Fund	Commodities	Jul 19, 2021	0.70%	4.31%	—	0.00%	45
SRV	NXG Cushing® Midstream Energy Fund	Global Equity Income, Oil & Gas	Aug 24, 2007	1.00%	13.30%	13.36%	17.59%	23
SRVEX	Victory Diversified Stock Fund	Large Cap Blend Equities	Oct 20, 1989	1.07%	-1.62%	13.46%	11.81%	79
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	1.16%	7.11%	4.78%	78
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	Sep 19, 2014	0.02%	-0.30%	27.86%	3.75%	34
SSAIX	State Street International Stock Selection Fund	Foreign Large Cap Equities	Mar 6, 1995	1.00%	4.40%	8.04%	0.00%	76
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	Dec 31, 1979	0.16%	-5.51%	—	12.72%	44
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	Jan 2, 1980	0.20%	-0.51%	—	3.66%	23
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	Sep 29, 2014	0.13%	0.71%	7.56%	6.02%	81
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	Sep 29, 2014	0.15%	-0.07%	8.43%	6.91%	74
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	Mar 31, 2015	1.35%	7.78%	10.29%	2.05%	72
SSCGX	SEI Institutional Managed Trust Small Cap Growth F...	Small Cap Growth Equities	Apr 20, 1992	1.11%	0.21%	6.34%	10.45%	25
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	Sep 29, 2014	0.19%	-0.33%	8.98%	6.95%	71
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	Sep 29, 2014	0.20%	-0.38%	9.43%	7.24%	71
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	Sep 1, 1994	1.70%	2.34%	9.71%	8.81%	46
SSCVX	Columbia Select Small Cap Value Fund	Small Cap Value Equities	Apr 25, 1997	1.28%	9.11%	8.65%	10.05%	55
SSDAX	DWS Small Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2002	1.21%	-0.42%	6.98%	4.55%	30
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	Sep 29, 2014	0.18%	-0.42%	9.91%	6.70%	70

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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