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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
T. Rowe Price Large-Cap Value FundLarge Cap Value EquitiesMar 31, 20000.55%
2.84%
10.23%
12.44%
21
TIAA-CREF Large-Cap Growth Fund Institutional Clas...Large Cap Growth EquitiesMar 31, 20060.40%
-8.04%
15.07%
15.09%
30
TIAA-CREF Large-Cap Growth Index FundLarge Cap Growth EquitiesOct 1, 20020.05%
-9.00%
16.65%
4.85%
30
Morgan Stanley Pathway Funds Inflation-Linked Fixe...Inflation-Protected BondsMar 7, 20160.86%
0.24%
2.56%
2.46%
18
TIAA-CREF Large-Cap Value Index FundLarge Cap Value EquitiesOct 1, 20020.05%
2.93%
10.36%
5.79%
45
TIAA-CREF Managed Allocation FundDiversified PortfolioMar 30, 20060.00%
-1.74%
7.68%
6.96%
56
Transamerica Intermediate MuniMunicipal BondsOct 30, 20120.49%
0.16%
1.69%
3.12%
33
TIAA-CREF Mid-Cap Value FundMid Cap Value EquitiesOct 1, 20020.45%
6.56%
8.82%
7.73%
50
Thornburg International Growth FundForeign Large Cap EquitiesJan 31, 20070.99%
-3.05%
5.67%
1.11%
13
ACM Tactical Income FundNontraditional BondsDec 30, 20181.58%
0.45%
3.48%
60
Nuveen Equity Index Fund Class ALarge Cap Blend EquitiesMar 31, 20060.36%
-3.20%
13.28%
2.15%
46
TIAA-CREF International Opportunities FundForeign Large Cap EquitiesApr 11, 20130.61%
-3.51%
7.75%
6.98%
28
TIAA-CREF Real Estate Securities Fund Institutiona...REITOct 1, 20020.47%
4.40%
5.95%
2.64%
9
TIAA-CREF Small-Cap Blend Index FundSmall Cap Blend EquitiesOct 1, 20020.05%
2.24%
10.01%
4.03%
53
TIAA-CREF Social Choice Equity FundLarge Cap Blend EquitiesJul 1, 19990.17%
-2.46%
12.97%
7.94%
42
TIAA-CREF Quant Small-Cap Equity FundSmall Cap Blend EquitiesOct 1, 20020.41%
2.65%
11.68%
8.88%
65
TIAA-CREF Short Term Bond FundShort-Term BondMar 31, 20060.26%
0.01%
2.45%
3.98%
95
TIAA-CREF S&P 500 Index FundLarge Cap Blend EquitiesOct 1, 20020.05%
-3.54%
13.94%
2.44%
46
Transamerica International Small Cap ValueForeign Small & Mid Cap EquitiesJan 3, 20131.01%
0.91%
8.59%
4.43%
65
TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond FundMunicipal BondsMar 30, 20060.30%
-0.47%
1.88%
3.32%
42

Rows per page

6581–6600 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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