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
TLXNX	TIAA-CREF Lifecycle 2060 Fund	Target Retirement Date	Sep 25, 2014	0.22%	-1.94%	10.61%	5.55%	55
TLYIX	TIAA-CREF Lifecycle Index 2035 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.56%	9.27%	3.72%	67
TLZIX	TIAA-CREF Lifecycle Index 2040 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.72%	10.22%	3.85%	65
TMAAX	Thrivent Moderately Aggressive Allocation Fund Cla...	Diversified Portfolio	Jun 30, 2005	1.33%	-1.31%	9.09%	7.38%	51
TMAYX	Touchstone Ares Credit Opportunities Fund Class Y	High Yield Bonds	Aug 31, 2015	0.78%	0.31%	4.47%	7.82%	83
TMBTX	Transamerica Intermediate Bond	Intermediate Core Bond	Sep 11, 2000	0.41%	-0.27%	1.37%	3.89%	30
TMCGX	Thrivent Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 28, 2020	0.90%	-4.91%	—	0.00%	8
TMCIX	RBC SMID Cap Growth Fund	Mid Cap Growth Equities	Jun 1, 1994	0.82%	-4.25%	9.25%	8.13%	7
TMCPX	Touchstone Mid Cap Fund	Mid Cap Blend Equities	Jan 2, 2003	0.93%	-4.78%	10.63%	2.31%	7
TMDIX	AMG TimesSquare Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 4, 2005	0.98%	-6.56%	12.27%	0.00%	2
TMIFX	Transamerica Mid Cap Growth	Mid Cap Growth Equities	Nov 7, 2001	0.95%	-4.60%	—	25.79%	12
TMLCX	SEI Institutional Managed Trust Tax Managed Large ...	Large Cap Blend Equities	Mar 5, 1998	0.89%	-1.89%	11.91%	1.40%	45
TMLPX	Transamerica Energy Infrastructure	Energy Equities	Apr 29, 2013	1.26%	20.83%	10.97%	3.74%	31
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	Dec 20, 2007	1.00%	1.79%	9.75%	24.34%	21
TMNIX	Counterpoint Tactical Municipal Fund	High Yield Muni	Jun 10, 2018	1.00%	-0.24%	—	3.07%	72
TMPFX	Tactical Multi-Purpose Fund	Ultrashort Bond	Mar 30, 2017	1.14%	0.81%	—	3.78%	—
TMSIX	Thrivent Mid Cap Stock Fund Class S	Mid Cap Blend Equities	Jun 30, 1993	0.74%	1.57%	11.66%	12.20%	15
TMSRX	T. Rowe Price Multi-Strategy Total Return Fund	Multistrategy	Feb 22, 2018	1.19%	0.41%	—	9.49%	66
TMUUX	Morgan Stanley Pathway Funds Municipal Bond Fund	Municipal Bonds	Nov 17, 1991	0.71%	-0.24%	1.57%	1.86%	11
TNBIX	1290 SmartBeta Equity Fund	Global Equities	Nov 11, 2014	0.85%	-1.24%	10.27%	4.86%	35

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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