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
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	Mar 30, 2014	0.50%	-0.21%	—	3.81%	17
SWIRX	Schwab Target 2035 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.54%	8.76%	6.86%	67
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	May 19, 1997	0.06%	2.68%	9.02%	3.46%	73
SWJRX	Schwab Monthly Income Fund - Moderate Payout	Diversified Portfolio	Mar 27, 2008	0.00%	3.57%	5.12%	4.29%	75
SWKRX	Schwab Monthly Income Fund - Enhanced Payout	Diversified Portfolio	Mar 27, 2008	0.00%	3.62%	4.50%	3.95%	75
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	Dec 20, 2017	0.04%	-9.01%	—	0.50%	32
SWLRX	Schwab Monthly Income Fund - Maximum Payout	Diversified Portfolio	Mar 27, 2008	0.00%	2.01%	3.37%	4.22%	73
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	Oct 3, 2005	0.99%	-8.25%	14.60%	1.27%	36
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	Dec 20, 2017	0.04%	2.64%	—	1.97%	47
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	Dec 20, 2017	0.04%	1.95%	—	2.09%	35
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	Apr 1, 2004	0.99%	2.33%	6.81%	0.00%	36
SWMRX	Schwab Target 2045 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.48%	9.81%	5.20%	66
SWNRX	Schwab Target 2050 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.36%	10.11%	4.93%	66
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	Sep 10, 1992	0.48%	-0.25%	1.59%	3.24%	30
SWOBX	Schwab Balanced Fund™	Diversified Portfolio	Nov 17, 1996	0.00%	-2.29%	8.18%	5.60%	55
SWORX	Schwab Target 2055 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.35%	10.29%	4.44%	66
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	May 19, 1997	0.02%	-3.65%	14.13%	1.15%	50
SWPRX	Schwab Target 2060 Fund	Target Retirement Date	Aug 24, 2016	0.00%	-0.33%	—	3.78%	67
SWQRX	Schwab Target 2065 Fund	Target Retirement Date	Feb 24, 2021	0.00%	-0.31%	—	3.17%	67
SWRLX	Touchstone International Equity Fund	Foreign Large Cap Equities	Mar 1, 1993	1.37%	7.16%	9.55%	7.12%	96

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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