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
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	Sep 29, 2014	0.21%	-0.35%	10.10%	6.07%	70
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	Sep 29, 2014	0.21%	-0.34%	10.20%	4.87%	70
SSDWX	State Street Target Retirement 2060 Fund	Target Retirement Date	Sep 29, 2014	0.18%	-0.39%	10.46%	4.50%	70
SSEAX	SEI Institutional Investments Trust Screened World...	Foreign Large Cap Equities	Jun 30, 2008	0.78%	0.68%	10.21%	18.78%	70
SSEIX	SouthernSun U.S. Equity	Mid Cap Blend Equities	Apr 10, 2012	1.09%	5.95%	8.41%	6.83%	36
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	Aug 11, 2014	0.02%	-3.65%	14.07%	1.44%	48
SSFDX	State Street Aggregate Bond Index Fund	Intermediate Core Bond	Sep 19, 2014	0.23%	0.04%	-19.35%	3.69%	40
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	—	0.03%	0.05%	-19.25%	3.70%	39
SSFNX	State Street Target Retirement Fund	Target Retirement Date	Sep 29, 2014	0.10%	0.88%	5.54%	4.82%	85
SSGFX	Sextant Growth Fund	Large Cap Growth Equities	Apr 1, 1987	0.74%	-6.19%	12.99%	1.75%	40
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	Sep 17, 2014	0.27%	3.13%	-13.53%	4.21%	87
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	Sep 17, 2014	0.07%	3.16%	8.99%	4.28%	86
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	Sep 17, 2014	0.05%	3.16%	37.26%	3.23%	87
SSHFX	Sound Shore Fund	Large Cap Value Equities	May 17, 1985	0.93%	-2.85%	10.79%	14.00%	38
SSHIX	Allspring Short-Term Bond Plus Fund	Short-Term Bond	Aug 31, 1999	0.47%	0.33%	2.70%	4.57%	98
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	May 29, 2015	0.20%	3.75%	-11.13%	3.47%	73
SSHVX	Sound Shore Fund Institutional Class	Large Cap Value Equities	Dec 9, 2013	0.75%	-2.82%	10.99%	13.80%	38
SSIAX	1919 Socially Responsive Balanced Fund	Diversified Portfolio	Nov 5, 1992	0.97%	-4.57%	9.41%	1.04%	26
SSIFX	Sextant International Fund	Foreign Large Cap Equities	Sep 27, 1995	1.27%	5.59%	10.69%	15.25%	79
SSIIX	Sierra Tactical Core Income Fund	Nontraditional Bonds	Dec 26, 2011	1.35%	-0.68%	2.46%	4.38%	16

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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