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
SYFFX	Pioneer Securitized Income Fund	Nontraditional Bonds	Dec 8, 2019	0.65%	0.94%	—	6.44%	91
SYMIX	AlphaCentric Symmetry Strategy Fund Class I	Multistrategy	Aug 8, 2019	1.69%	4.70%	—	0.00%	80
TAAAX	Thrivent Aggressive Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.93%	-1.56%	10.79%	7.76%	45
TAAFX	Transamerica Asset Allocation Intermediate Horizon	Diversified Portfolio	Sep 10, 2000	0.35%	-1.41%	6.56%	21.57%	37
TAAGX	Timothy Plan Aggressive Growth Fund	Mid Cap Growth Equities	Oct 5, 2000	1.61%	12.66%	13.42%	3.05%	90
TACAX	John Hancock California Municipal Bond Fund	Municipal Bonds	Dec 28, 1989	0.81%	-0.38%	2.05%	3.83%	11
TADAX	Transamerica US Growth	Large Cap Growth Equities	Nov 13, 2009	1.02%	-8.71%	14.86%	5.03%	28
TAFTX	American Funds Tax-Exempt Fund of California	Municipal Bonds	Oct 27, 1986	0.57%	-0.17%	2.02%	3.03%	23
TAGRX	John Hancock Fundamental Large Cap Core Fund	Large Cap Blend Equities	Oct 1, 1984	1.01%	-7.50%	11.77%	13.07%	11
TAHTX	Transamerica High Yield Bond	High Yield Bonds	Jun 14, 1985	0.58%	-1.19%	4.31%	6.47%	81
TAIAX	American Funds Tax-Aware Conservative Growth and I...	Diversified Portfolio	May 17, 2012	0.34%	-0.59%	7.34%	5.21%	65
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	Jan 5, 1993	0.33%	-0.22%	1.72%	4.06%	34
TAIFX	American Funds Tax-Aware Conservative Growth & Inc...	Diversified Portfolio	May 18, 2012	0.70%	-0.32%	7.33%	5.44%	68
TALFX	Transamerica Asset Allocation Long Horizon	Diversified Portfolio	Sep 10, 2000	0.35%	-2.47%	9.31%	47.69%	30
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	Multistrategy	Feb 14, 2018	0.59%	1.59%	—	4.27%	47
TAMBX	JHancock Municipal Opportunities Fund	Municipal Bonds	Jan 4, 1990	0.80%	-0.29%	2.02%	3.59%	37
TANDX	Castle Tandem Fund	Large Cap Blend Equities	Mar 15, 2019	1.59%	-8.26%	—	6.73%	0
TARBX	Touchstone Ares Credit Opportunities Fund	High Yield Bonds	Aug 30, 2015	0.73%	0.22%	4.58%	7.87%	84
TAREX	Third Avenue Real Estate Value Fund	REIT	Sep 16, 1998	1.15%	-9.29%	4.24%	6.26%	4
TARKX	Tarkio Fund	Mid Cap Blend Equities	Jun 28, 2011	1.00%	4.81%	13.73%	5.25%	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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