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
STSGX	American Beacon Stephens Small Cap Growth Fund	Small Cap Growth Equities	Dec 1, 2005	1.30%	-1.49%	11.21%	11.70%	34
STSVX	BNY Mellon Small Cap Value Fund	Small Cap Blend Equities	Feb 1, 2000	1.03%	4.66%	8.67%	36.41%	37
STTIX	North SquareTrilogy Alternative Return Fund	Options Trading	Apr 1, 2012	1.38%	-0.37%	1.92%	4.70%	29
STVTX	Virtus Ceredex Large-Cap Value Equity Fund	Large Cap Value Equities	Feb 12, 1993	0.97%	3.20%	9.59%	14.58%	32
STWTX	Hartford Schroders Tax-Aware Bond Fund	Intermediate Core Bond	Oct 3, 2011	0.49%	-0.24%	1.88%	3.50%	10
STXAX	Western Asset Municipal High Income Fund	High Yield Muni	Nov 5, 1992	0.83%	0.14%	2.47%	3.85%	15
STYAX	Allspring Core Plus Bond Fund	Intermediate Core-Plus Bond	Jul 13, 1998	0.69%	-0.14%	2.60%	4.54%	38
SUBFX	Carillon Reams Unconstrained Bond Fund	Nontraditional Bonds	Sep 28, 2011	0.50%	0.41%	4.04%	5.90%	91
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	Nov 12, 2003	0.63%	0.34%	1.38%	2.56%	92
SUNBX	Spectrum Unconstrained Fund	Nontraditional Bonds	Apr 15, 2021	2.43%	-1.06%	—	2.87%	68
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	Feb 28, 2011	0.22%	0.29%	2.48%	4.10%	99
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	Nov 25, 1997	0.37%	-5.42%	14.48%	8.02%	42
SUVZX	PGIM Quant Solutions Large-Cap Value Fund	Large Cap Value Equities	Mar 30, 2001	0.80%	3.56%	11.73%	16.08%	66
SUWIX	DWS Core Equity Fund Class I	Large Cap Blend Equities	May 31, 1929	0.58%	-4.20%	13.57%	11.05%	44
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	Dividend	Mar 30, 2005	1.06%	8.75%	8.13%	5.78%	63
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	Mar 30, 2005	0.81%	8.91%	8.43%	5.94%	69
SVARX	Spectrum Low Volatility Fund	Nontraditional Bonds	Dec 15, 2013	2.34%	0.38%	6.51%	5.92%	84
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	Oct 4, 1992	1.03%	0.02%	9.20%	12.49%	82
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	Large Cap Value Equities	Oct 28, 2004	0.90%	0.30%	8.43%	16.90%	15
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	Large Cap Blend Equities	Mar 28, 2021	0.38%	0.97%	—	2.48%	19

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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