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
TCSIX	TIAA-CREF Lifestyle Conservative Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.41%	5.87%	5.00%	59
TCVIX	Touchstone Mid Cap Value Fund	Mid Cap Value Equities	Sep 30, 2009	0.85%	9.14%	9.42%	3.89%	52
TDF	Templeton Dragon Fund Inc.	China Equities	—	—	-5.06%	4.73%	3.78%	18
TDIFX	Dimensional Retirement Income Fund	Target Retirement Date	Nov 1, 2015	0.06%	0.54%	4.86%	2.06%	66
TDVFX	Towle Deep Value Fund	Small Cap Value Equities	Oct 31, 2011	1.10%	2.30%	6.65%	0.53%	26
TEBRX	Teberg Fund	Tactical Allocation	Mar 31, 2002	1.75%	0.42%	12.58%	0.12%	66
TEDIX	Franklin Mutual Global Discovery Fund Class A	Global Equities	Dec 31, 1992	1.21%	-2.10%	8.31%	10.94%	24
TEDMX	Templeton Developing Markets Trust	Emerging Markets Diversified	Oct 15, 1991	1.38%	5.86%	10.46%	2.50%	91
TEDNX	TIAA-CREF Emerging Markets Debt Fund	Emerging Markets Bonds	Sep 25, 2014	0.62%	-2.30%	5.02%	4.79%	75
TEFQX	Firsthand Technology Opportunities Fund	Technology Equities	Sep 29, 1999	1.85%	-13.21%	4.12%	0.00%	11
TEGAX	Touchstone Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 3, 1994	1.21%	-1.26%	12.59%	11.55%	27
TEI	Templeton Emerging Markets Income Fund	Emerging Markets Bonds	—	—	-4.13%	4.38%	14.46%	71
TEMFX	Templeton Foreign Fund Class A	Foreign Large Cap Equities	Oct 5, 1982	1.10%	1.16%	6.91%	3.66%	42
TEMGX	Templeton Global Smaller Companies Fund	Global Equities	May 31, 1981	1.31%	-1.47%	5.66%	4.76%	16
TEMLX	TIAA-CREF Emerging Markets Equity Fund	Emerging Markets Diversified	Aug 30, 2010	0.90%	1.37%	7.06%	3.41%	77
TEMUX	Morgan Stanley Pathway Funds Emerging Markets Equi...	Emerging Markets Diversified	Apr 19, 1994	0.81%	3.65%	7.34%	2.34%	85
TEMWX	Templeton World Fund	Global Equities	Jan 16, 1978	1.04%	-5.74%	7.05%	14.16%	28
TEMZX	Templeton Emerging Markets Small Cap Fund	Emerging Markets Diversified	Oct 1, 2006	1.50%	-0.20%	6.24%	1.39%	37
TEOJX	Transamerica Emerging Markets Opportunities	Emerging Markets Diversified	Dec 18, 2019	0.87%	3.52%	—	0.99%	83
TEPAX	American Funds Tax-Exempt Preservation Portfolio	Municipal Bonds	May 17, 2012	0.34%	0.18%	1.53%	2.40%	75

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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