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
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	Aug 1, 1994	1.20%	13.34%	8.16%	7.78%	97
TLAFX	Transamerica Large Core Fund	Large Cap Blend Equities	Sep 11, 2000	0.76%	-3.98%	12.94%	16.46%	46
TLCIX	Touchstone Large Cap Fund	Large Cap Blend Equities	Jul 9, 2014	0.82%	1.72%	10.80%	2.83%	14
TLDIX	Thornburg Ultra Short Income Fund	Ultrashort Bond	Dec 30, 2013	0.76%	0.55%	2.76%	4.24%	99
TLDTX	T. Rowe Price U.S. Limited Duration TIPS Index Fun...	Inflation-Protected Bonds	Nov 1, 2020	0.21%	0.79%	—	4.43%	33
TLFIX	TIAA-CREF Lifecycle Index 2015 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.17%	6.38%	8.02%	76
TLGAX	Timothy Plan Large/Mid Cap Growth Fund	Large Cap Growth Equities	Oct 5, 2000	1.61%	1.50%	12.10%	12.41%	47
TLGUX	Morgan Stanley Pathway Funds Large Cap Equity Fund	Large Cap Blend Equities	Nov 18, 1991	0.47%	—	—	0.00%	—
TLHIX	TIAA-CREF Lifecycle Index 2030 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.45%	8.42%	4.22%	69
TLLIX	TIAA-CREF Lifecycle Index 2050 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.92%	11.07%	3.15%	63
TLLVX	TIAA-CREF Life Funds Large-Cap Value Fund	Large Cap Value Equities	Oct 27, 2002	0.52%	2.00%	—	8.27%	48
TLMIX	Thornburg Short Duration Municipal Fund	Municipal Bonds	Dec 29, 2013	0.50%	0.28%	1.27%	2.97%	89
TLOFX	Transamerica Large Value Opportunities	Large Cap Value Equities	Sep 11, 2000	0.75%	-0.05%	—	14.98%	15
TLQIX	TIAA-CREF Lifecycle Index 2025 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.35%	7.65%	6.14%	72
TLRIX	TIAA-CREF Lifecycle Retirement Income Fund	Diversified Portfolio	Nov 29, 2007	0.26%	-1.26%	5.76%	4.64%	64
TLSTX	TIAA-CREF Life Funds Stock Index Fund	Large Cap Blend Equities	Jan 3, 1999	0.09%	-3.14%	—	5.66%	48
TLTIX	TIAA-CREF Lifecycle Index 2010 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.12%	5.87%	6.45%	78
TLVAX	Timothy Plan Large/Mid Cap Value Fund	Mid Cap Blend Equities	Jul 14, 1999	1.58%	4.24%	9.72%	8.79%	18
TLWIX	TIAA-CREF Lifecycle Index 2020 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.25%	6.93%	7.40%	74
TLXIX	TIAA-CREF Lifecycle Index 2045 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.84%	10.85%	3.26%	64

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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