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
TNMIX	1290 Multi-Alternative Strategies Fund	Multistrategy	Jul 5, 2015	0.85%	6.13%	4.10%	2.05%	92
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	Aug 7, 2015	0.09%	-0.07%	1.78%	3.82%	91
TNTIX	Dupree Tennessee Tax Free Income Series Fund	Municipal Bonds	Dec 14, 1993	0.70%	0.19%	2.73%	3.99%	33
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	Jul 6, 2015	0.50%	-0.25%	2.67%	5.59%	40
TNVDX	1290 DoubleLine Dynamic Allocation Fund	Diversified Portfolio	Mar 6, 2016	1.27%	-0.10%	—	7.69%	64
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	Nov 12, 2014	0.95%	8.08%	10.92%	3.66%	68
TNXAX	1290 Loomis Sayles Multi-Asset Income Fund Class A	Diversified Portfolio	Mar 7, 2016	1.14%	-0.14%	—	7.47%	61
TNXIX	1290 Retirement 2060 Fund	Target Retirement Date	Feb 26, 2017	0.52%	-5.94%	—	1.80%	40
TOBAX	Touchstone Active Bond Fund	Intermediate Core-Plus Bond	Oct 3, 1994	0.83%	-0.13%	2.15%	3.98%	47
TOCQX	Tocqueville Fund	Large Cap Blend Equities	Jan 13, 1987	1.25%	3.44%	13.15%	6.55%	81
TOHAX	Touchstone Core Municipal Bond Fund	Municipal Bonds	Mar 31, 1985	0.82%	-0.34%	1.69%	3.01%	27
TOLIX	DWS RREEF Global Infrastructure Fund	Energy Equities	Jun 23, 2008	1.03%	10.83%	7.32%	9.88%	56
TORIX	Tortoise MLP & Pipeline Fund	Energy Equities	May 30, 2011	0.93%	20.40%	13.15%	4.22%	28
TORYX	Torray Fund	Large Cap Value Equities	Dec 18, 1990	1.07%	3.05%	9.16%	32.07%	44
TOTTX	Transamerica Mid Cap Value Opportunities	Mid Cap Value Equities	Apr 30, 2014	0.74%	0.40%	—	17.40%	13
TOWFX	Towpath Focus Fund	Large Cap Value Equities	Dec 31, 2019	1.11%	4.68%	—	1.74%	88
TOWTX	Towpath Technology Fund	Technology Equities	Feb 2, 2021	1.10%	-5.71%	—	1.81%	12
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	Nov 3, 2009	1.37%	9.78%	7.38%	0.73%	92
TPHAX	Timothy Plan High Yield Bond Fund	High Yield Bonds	May 7, 2007	1.39%	-0.26%	5.17%	5.81%	85
TPIAX	Timothy Plan International Fund	Foreign Large Cap Equities	May 3, 2007	1.64%	1.51%	8.00%	1.83%	66

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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