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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
TCW Select Equities FundLarge Cap Growth EquitiesFeb 26, 19930.77%
-10.91%
14.24%
14.12%
9
TCW Core Fixed Income FundIntermediate Core BondFeb 26, 19930.49%
-0.21%
1.65%
4.11%
27
TCW Relative Value Large Cap FundLarge Cap Value EquitiesDec 31, 19970.90%
1.22%
11.24%
24.65%
47
TCW Emerging Markets Income FundEmerging Markets BondsMay 28, 19980.85%
-0.88%
4.05%
5.82%
87
Tanaka Growth FundMid Cap Growth EquitiesDec 30, 19982.19%
3.84%
13.92%
12.54%
64
TCW Global Bond FundGlobal BondsNov 29, 20110.60%
-1.19%
1.02%
3.95%
29
TCW High Yield Bond FundHigh Yield BondsFeb 26, 19930.55%0.00%
TCW Total Return Bond FundIntermediate Core-Plus BondJun 17, 19930.49%
0.44%
1.53%
6.40%
43
TCW Conservative Allocation FundDiversified PortfolioNov 15, 20060.41%
0.17%
5.53%
4.58%
45
TCW Global Real Estate FundREITNov 27, 20140.90%
3.22%
5.79%
2.47%
15
Transamerica International FocusForeign Large Cap EquitiesMar 1, 20181.05%
-5.64%
0.97%
4
TIAA-CREF Green Bond FundIntermediate Core-Plus BondNov 16, 20180.45%
-0.28%
3.96%
57
Thornburg International Equity FundForeign Large Cap EquitiesMay 28, 19981.25%
3.66%
9.89%
3.42%
82
Touchstone Growth Opportunities FundLarge Cap Growth EquitiesSep 29, 19951.25%
-8.16%
17.98%
20.95%
35
Thornburg International Equity IForeign Large Cap EquitiesMar 30, 20010.90%
3.73%
10.20%
3.53%
83
TCW Relative Value Mid Cap FundMid Cap Value EquitiesOct 31, 19970.85%
7.16%
11.76%
20.25%
59
Transamerica Large Growth FundLarge Cap Growth EquitiesSep 11, 20000.90%
-11.43%
14.67%
42.16%
17
TCW Emerging Markets Local Currency Income FundEmerging Markets BondsDec 13, 20100.85%
-2.18%
2.57%
5.52%
75
Thornburg Small/Mid Cap Growth FundLarge Cap Growth EquitiesDec 27, 20001.31%
-5.03%
7.44%
0.00%
18
Thornburg Developing World FundEmerging Markets DiversifiedDec 15, 20091.06%
2.05%
7.07%
3.45%
82

Rows per page

6521–6540 of 7477

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.

0%Annualized Volatility0%Annualized Return

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