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
TASCX	Third Avenue Small Cap Value Fund	Small Cap Value Equities	Apr 1, 1997	1.15%	8.19%	10.50%	3.49%	78
TASVX	PGIM Quant Solutions Small-Cap Value Fund	Small Cap Value Equities	Jan 5, 1993	0.79%	6.11%	10.43%	1.22%	70
TAUSX	John Hancock Investment Grade Bond Fund	Intermediate Core Bond	Dec 31, 1991	0.74%	-0.34%	1.62%	3.70%	29
TAVFX	Third Avenue Value Fund	Global Equities	Oct 31, 1990	1.15%	7.93%	10.66%	6.43%	91
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	—	0.56%	-10.52%	16.22%	5.82%	23
TBCUX	Tweedy, Browne International Value Fund II - Curre...	Foreign Large Cap Equities	Oct 25, 2009	1.39%	2.62%	6.66%	7.95%	64
TBDAX	PGIM Jennison Diversified Growth Fund	Large Cap Growth Equities	Nov 3, 1999	1.15%	-8.66%	17.34%	5.14%	27
TBFAX	Thrivent Government Bond	Government Bonds	Feb 25, 2010	0.77%	-0.37%	0.97%	3.22%	28
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	Jun 14, 1993	1.40%	3.87%	7.72%	11.66%	74
TBHDX	Tweedy, Browne Worldwide High Dividend Yield Value...	Global Equities	Sep 4, 2007	1.38%	-0.83%	5.97%	8.42%	32
TBIIX	TIAA-CREF Bond Index Fund	Intermediate Core Bond	Sep 14, 2009	0.07%	-0.08%	1.46%	3.50%	32
TBIRX	Nuveen Bond Index Fund Retirement Class	Total Bond Market	Sep 14, 2009	0.32%	-0.02%	1.22%	3.27%	32
TBLAX	T. Rowe Price Retirement Blend 2005 Fund	Target Retirement Date	Jul 25, 2021	0.19%	0.10%	—	3.64%	72
TBLBX	T. Rowe Price Retirement Blend 2010 Fund	Target Retirement Date	Jul 25, 2021	0.19%	0.09%	—	3.40%	70
TBLEX	T. Rowe Price Retirement Blend 2025 Fund	Target Retirement Date	Jul 25, 2021	0.22%	0.00%	—	3.25%	65
TBLGX	T. Rowe Price Retirement Blend 2030 Fund	Target Retirement Date	Jul 25, 2021	0.23%	-0.09%	—	2.88%	61
TBLHX	T. Rowe Price Retirement Blend 2035 Fund	Target Retirement Date	Jul 25, 2021	0.24%	-0.08%	—	2.67%	59
TBLJX	T. Rowe Price Retirement Blend 2040 Fund	Target Retirement Date	Jul 25, 2021	0.24%	-0.08%	—	2.58%	59
TBLKX	T. Rowe Price Retirement Blend 2045 Fund	Target Retirement Date	Jul 25, 2021	0.25%	-0.16%	—	2.50%	59
TBLLX	T. Rowe Price Retirement Blend 2050 Fund	Target Retirement Date	Jul 25, 2021	0.43%	-0.23%	—	2.48%	57

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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