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
TBLNX	T. Rowe Price Retirement Blend 2060 Fund	Target Retirement Date	Jul 25, 2021	0.26%	-0.23%	—	2.44%	58
TBLRX	Transamerica Balanced II	Diversified Portfolio	Jul 4, 1994	1.07%	-2.72%	—	31.65%	46
TBLYX	T. Rowe Price Retirement Blend 2035 Fund	Target Retirement Date	Jul 26, 2021	0.40%	-0.16%	—	2.51%	59
TBWIX	Thornburg Better World International Fund	Foreign Large Cap Equities	Sep 30, 2015	1.21%	-3.02%	9.98%	1.57%	36
TCAAX	Thrivent Moderately Conservative Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.82%	-1.11%	5.10%	5.74%	59
TCBIX	The Covered Bridge Fund	Derivative Income	Sep 30, 2013	1.40%	2.65%	7.14%	8.63%	45
TCCBX	Ambrus Tax-Conscious California Bond Fund Institut...	Municipal Bonds	Jan 26, 2023	0.50%	-0.60%	—	1.59%	—
TCGAX	Timothy Plan Conservative Growth Fund	Diversified Portfolio	Oct 4, 2000	1.04%	1.81%	3.99%	1.12%	49
TCIEX	TIAA-CREF International Equity Index Fund Institut...	Large Cap Blend Equities, Foreign Large Cap Equities	Oct 1, 2002	0.05%	2.05%	9.02%	3.81%	67
TCLEX	TIAA-CREF Lifecycle 2010 Fund	Target Retirement Date	Oct 14, 2004	0.51%	-0.52%	5.61%	5.35%	74
TCLFX	TIAA-CREF Lifecycle 2025 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.85%	7.07%	4.85%	65
TCLIX	TIAA-CREF Lifecycle 2015 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.61%	5.94%	4.21%	72
TCLNX	TIAA-CREF Lifecycle 2030 Fund	Target Retirement Date	Oct 14, 2004	0.51%	-1.04%	7.81%	4.78%	62
TCLOX	TIAA-CREF Lifecycle 2040 Fund	Target Retirement Date	Oct 14, 2004	0.49%	-1.60%	9.44%	5.01%	56
TCLRX	TIAA-CREF Lifecycle 2035 Fund	Target Retirement Date	Oct 14, 2004	0.50%	-1.29%	8.59%	4.91%	59
TCLTX	TIAA-CREF Lifecycle 2020 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.70%	6.43%	4.52%	69
TCMIX	AMG TimesSquare International Small Cap Fund	Foreign Small & Mid Cap Equities	Jan 1, 2013	1.00%	-1.37%	4.97%	1.16%	57
TCMSX	Voya Small Cap Growth Fund	Small Cap Growth Equities	Oct 1, 2004	0.93%	-1.98%	13.29%	5.68%	27
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	Nov 15, 1991	0.51%	0.42%	1.71%	3.89%	35
TCSGX	SEI Daily Income Trust Short-Duration Government F...	Government Bonds	Feb 16, 1987	0.48%	-0.05%	1.52%	3.02%	91

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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