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
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
STFGX	State Farm Growth Fund	Large Cap Blend Equities	Mar 14, 1968	0.12%	1.04%	13.21%	6.35%	75
STGIX	Virtus Seix Core Bond Fund	Intermediate Core Bond	Jun 11, 1992	0.64%	-0.37%	1.27%	3.63%	21
STITX	Virtus SGA International Growth Fund	Foreign Large Cap Equities	Jan 30, 1995	1.08%	-9.84%	9.87%	1.30%	2
STK	Columbia Seligman Premium Technology Growth Closed...	Technology Equities	Nov 25, 2009	1.26%	7.25%	19.49%	6.96%	90
STLAX	BlackRock LifePath Dynamic Retirement Fund	Target Retirement Date	Feb 28, 1994	0.51%	0.51%	6.21%	4.81%	70
STLDX	BlackRock LifePath Dynamic 2030 Fund	Target Retirement Date	Feb 28, 1994	0.49%	0.48%	7.53%	4.07%	65
STLEX	BlackRock LifePath Dynamic 2040 Fund	Target Retirement Date	Feb 28, 1994	0.47%	0.37%	9.24%	6.11%	62
STLFX	BlackRock LifePath Dynamic 2050 Fund	Target Retirement Date	Jun 29, 2008	0.49%	0.00%	10.13%	6.20%	59
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	May 30, 1980	0.82%	2.94%	6.10%	6.16%	5
STMGX	American Beacon Stephens Mid-Cap Growth Fund	Mid Cap Growth Equities	Feb 1, 2006	1.14%	-2.78%	12.61%	35.36%	33
STMSX	SEI Institutional Managed Trust Tax-Managed Small/...	Small Cap Blend Equities	Oct 31, 2000	1.11%	0.84%	8.38%	4.38%	32
STMYX	Sierra Tactical Municipal Fund	High Yield Muni	Dec 26, 2018	0.92%	0.14%	—	3.67%	3
STNFX	Allspring Large Cap Growth Fund	Large Cap Growth Equities	Jul 30, 2010	0.75%	-8.18%	15.19%	15.31%	20
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	Oct 21, 1997	2.53%	-9.84%	14.43%	19.19%	18
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	Sep 29, 1972	0.84%	6.36%	9.59%	9.44%	32
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	Apr 12, 1993	0.98%	6.72%	11.68%	19.00%	64
STSEX	BlackRock Exchange Portfolio	Large Cap Blend Equities	Dec 17, 1976	0.81%	-5.21%	13.26%	0.95%	29

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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