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
SVPIX	ProFunds Small Cap Value Fund	Small Cap Value Equities	Sep 4, 2001	1.61%	3.74%	7.44%	0.00%	35
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	Dec 30, 1992	0.16%	-3.69%	14.00%	8.61%	37
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	Global Equities	Jul 26, 2006	1.11%	2.09%	7.30%	8.59%	34
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	Large Cap Value Equities	Dec 31, 2008	0.72%	1.41%	9.03%	92.72%	19
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	—	0.04%	-0.33%	—	3.76%	29
SWANX	Schwab Core Equity Fund™	Large Cap Blend Equities	Jul 1, 1996	0.73%	-6.16%	11.08%	0.00%	9
SWASX	Schwab Global Real Estate Fund™	REIT	May 30, 2007	1.05%	0.89%	3.25%	2.19%	27
SWBGX	Schwab MarketTrack Balanced Portfolio™	Diversified Portfolio	Nov 19, 1995	0.40%	0.05%	7.60%	7.69%	70
SWBRX	Schwab Target 2010 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.45%	5.47%	7.57%	72
SWCAX	Schwab California Tax-Free Bond Fund™	Municipal Bonds	Feb 23, 1992	0.48%	-0.38%	1.46%	2.98%	34
SWCGX	Schwab MarketTrack Conservative Portfolio™	Diversified Portfolio	Nov 19, 1995	0.42%	-0.45%	5.39%	6.19%	66
SWCRX	Schwab Target 2020 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.54%	6.20%	10.41%	68
SWDRX	Schwab Target 2030 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.53%	8.04%	8.35%	68
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	Sep 2, 2003	0.89%	1.17%	8.82%	0.79%	30
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	May 19, 1998	0.39%	0.34%	11.68%	7.29%	68
SWERX	Schwab Target 2040 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.51%	9.36%	7.22%	66
SWGRX	Schwab Target 2015 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.55%	5.73%	8.92%	69
SWHFX	Schwab Health Care Fund™	Health & Biotech Equities	Jul 2, 2000	0.80%	-2.12%	7.87%	0.00%	5
SWHGX	Schwab MarketTrack Growth Portfolio™	Diversified Portfolio	Nov 19, 1995	0.39%	0.11%	9.61%	9.58%	67
SWHRX	Schwab Target 2025 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.55%	7.03%	10.19%	69

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.

Loading graphics...

Time Period