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
SSIIX	Sierra Tactical Core Income Fund	Nontraditional Bonds	Dec 26, 2011	1.35%	-0.68%	2.46%	4.38%	16
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Diversified	Dec 17, 2015	0.17%	4.40%	8.13%	2.73%	89
SSLCX	DWS Small Cap Core Fund	Small Cap Blend Equities	Jul 14, 2000	0.95%	2.64%	10.16%	1.18%	18
SSMAX	SEI Institutional Investments Trust Small/Mid Cap ...	Small Cap Blend Equities	Dec 15, 2003	0.72%	1.75%	8.51%	7.60%	20
SSMGX	SIT Small Cap Growth Fund	Mid Cap Growth Equities	Jul 1, 1994	1.50%	6.41%	10.10%	5.15%	67
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	Aug 11, 2015	0.02%	-0.48%	10.83%	7.16%	45
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	Aug 12, 2015	0.05%	-0.49%	11.36%	5.12%	45
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	Feb 28, 1996	0.25%	-3.74%	13.78%	9.25%	47
SSSFX	SouthernSun Small Cap	Small Cap Blend Equities	Oct 1, 2003	1.30%	5.37%	8.87%	4.78%	43
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	Sep 17, 2014	0.02%	-3.65%	14.10%	1.50%	50
SSTHX	Allspring Short-Term High Yield Bond Fund	High Yield Bonds	Feb 29, 2000	0.94%	-0.24%	3.77%	5.13%	92
STBCX	Invesco Short Term Bond Fund	Short-Term Bond	Aug 30, 2002	0.97%	-0.35%	1.89%	3.71%	87
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	Sep 28, 1995	0.60%	0.28%	1.74%	3.14%	94
STBNX	Sierra Tactical Bond Fund	Nontraditional Bonds	Sep 30, 2019	1.63%	-0.48%	—	5.10%	2
STCIX	Virtus Silvant Large-Cap Growth Stock Fund	Large Cap Growth Equities	Jun 9, 1992	1.23%	-10.07%	15.40%	2.39%	29
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	Nov 16, 2003	0.35%	0.54%	2.54%	4.46%	99
STEW	SRH Total Return Fund Inc.	Diversified Portfolio	—	2.28%	-5.86%	—	4.03%	7
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	Dec 21, 2015	0.71%	8.43%	9.90%	11.58%	95
STFAX	State Street Equity 500 Index Fund	Large Cap Blend Equities	Apr 18, 2001	0.17%	-3.69%	-9.50%	1.34%	48
STFBX	State Farm Balanced Fund	Diversified Portfolio	Mar 13, 1968	0.14%	0.70%	9.70%	7.12%	78

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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