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
THHYX	Toews Tactical Income Fund	High Yield Bonds	Jun 4, 2010	1.46%	-0.03%	3.02%	5.52%	89
THIFX	Thornburg Limited Term Income Fund	Short-Term Bond	Oct 1, 1992	0.77%	-0.02%	2.46%	3.32%	82
THIMX	Thornburg Intermediate Municipal Fund	Municipal Bonds	Jul 21, 1991	0.77%	-0.07%	1.92%	3.70%	39
THISX	T. Rowe Price Health Sciences Fund Class I	Health & Biotech Equities	Dec 29, 1995	0.67%	-5.52%	—	12.97%	21
THLIX	Thrivent Limited Maturity Bond Fund	Short-Term Bond	Oct 29, 1999	0.41%	-0.11%	2.68%	3.90%	93
THMAX	Thrivent Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.79%	-1.82%	7.83%	6.88%	51
THMBX	Thrivent High Income Municipal Bond Fund	High Yield Muni	Feb 27, 2018	0.60%	0.17%	—	3.98%	13
THNMX	Thornburg New Mexico Intermediate Municipal Fund	Municipal Bonds	Jun 17, 1991	0.99%	-0.24%	1.27%	2.95%	41
THNYX	Thornburg New York Intermediate Municipal Bond Fun...	Municipal Bonds	Sep 4, 1997	0.99%	0.26%	1.40%	3.09%	37
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	Jul 28, 2006	0.99%	3.64%	12.57%	6.20%	95
THOPX	Thompson Bond Fund	Short-Term Bond	Feb 10, 1992	0.71%	0.38%	4.41%	5.14%	96
THPBX	BNY Mellon Balanced Opportunity Fund	Diversified Portfolio	Mar 15, 1987	0.90%	-2.94%	7.74%	8.55%	45
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	Feb 10, 1992	0.99%	-1.21%	13.95%	5.67%	77
THPMX	Thompson MidCap Fund	Mid Cap Blend Equities	Mar 31, 2008	1.15%	-0.48%	10.51%	9.53%	50
THQ	Abrdn Healthcare Opportunities Fund	Health & Biotech Equities	Jul 29, 2014	1.47%	-7.62%	9.13%	12.58%	2
THW	abrdn World Healthcare Fund	Health & Biotech Equities	Jun 26, 2015	1.54%	-4.57%	8.94%	11.81%	35
THYAX	Touchstone High Yield Fund	High Yield Bonds	May 1, 2000	1.21%	0.22%	4.85%	6.30%	88
THYIX	Transamerica High Yield Muni	High Yield Muni	Jul 30, 2013	0.76%	0.40%	2.39%	4.11%	11
THYUX	Morgan Stanley Pathway Funds High Yield Fund	High Yield Bonds	Jul 13, 1998	0.76%	-0.58%	4.67%	3.80%	26
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	Dec 23, 2002	1.14%	10.64%	11.97%	5.17%	98

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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