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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
TIAA-CREF Core Bond FundIntermediate Core-Plus BondJul 1, 19990.29%
-0.15%
2.05%
4.01%
38
TIAA-CREF Core Plus Bond Fund Institutional ClassTotal Bond MarketMar 31, 20060.30%
-0.21%
2.35%
4.24%
40
Thornburg Investment Income Builder Fund Class IDiversified PortfolioDec 24, 20020.93%
10.64%
12.26%
5.36%
98
TIAA-CREF International Bond FundGlobal BondsAug 4, 20160.59%
-0.56%
1.54%
49
Nuveen Large Cap Responsible Equity Fund Class ALarge Cap Blend EquitiesMar 31, 20060.49%
-2.57%
12.68%
9.38%
42
T. Rowe Price International Discovery Fund Class IForeign Small & Mid Cap EquitiesDec 17, 20151.08%
-0.75%
8.55%
5.32%
60
TIAA-CREF Equity Index FundLarge Cap Blend EquitiesJul 1, 19990.05%
-3.11%
13.56%
2.47%
46
Morgan Stanley Pathway Funds International Equity ...Foreign Large Cap EquitiesNov 18, 19910.67%
-0.32%
9.04%
8.10%
55
Morgan Stanley Pathway Funds International Fixed I...Global BondsNov 17, 19910.88%
-1.47%
1.76%
2.72%
9
Goldman Sachs Tax-Advantaged Global Equity Portfol...Large Cap Blend EquitiesApr 30, 20080.97%
-1.44%
11.04%
5.41%
62
Timothy Plan Growth & Income FundDiversified PortfolioSep 30, 20131.02%
3.92%
3.26%
1.89%
26
TIAA-CREF Growth & Income FundLarge Cap Blend EquitiesJul 1, 19990.40%
-6.04%
13.48%
14.75%
27
Transamerica International StockForeign Large Cap EquitiesSep 27, 20181.00%
0.33%
2.77%
65
The Investment House Growth FundLarge Cap Growth EquitiesDec 28, 20011.42%
-10.73%
13.94%
0.04%
7
TIAA-CREF High Yield FundHigh Yield BondsMar 31, 20060.36%
-0.28%
5.36%
6.06%
85
TIAA-CREF International Equity FundForeign Large Cap EquitiesJul 1, 19990.46%
-0.19%
8.09%
11.74%
57
TIAA-CREF Inflation-Linked Bond FundInflation-Protected BondsSep 30, 20020.23%
0.83%
2.87%
3.11%
61
Nuveen Core Equity Fund Class ALarge Cap Blend EquitiesMar 31, 20060.72%
-5.84%
13.22%
7.65%
28
TIAA-CREF Quant International Small-Cap Equity Fun...Foreign Small & Mid Cap EquitiesDec 8, 20160.72%
5.66%
8.07%
94
Morgan Stanley Pathway Funds Core Fixed Income Fun...Intermediate Core BondNov 18, 19910.54%
-0.36%
1.48%
2.54%
22

Rows per page

6561–6580 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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