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
TPINX	Templeton Global Bond Fund	Global Bonds	Sep 17, 1986	0.94%	-0.87%	-0.24%	5.22%	49
TPLGX	T. Rowe Price Institutional Large Cap Core Growth ...	Large Cap Growth Equities	Sep 30, 2003	0.57%	-10.48%	15.01%	22.68%	21
TPLNX	Timothy Plan Small Cap Value Fund	Small Cap Blend Equities	Mar 24, 1994	1.52%	3.97%	8.46%	4.97%	14
TPYAX	Touchstone International ESG Equity Fund	Foreign Large Cap Equities	Dec 3, 2007	1.17%	-13.04%	8.74%	1.22%	2
TQAIX	T. Rowe Price Integrated US Small-Cap Growth Equit...	Small Cap Growth Equities	Apr 25, 2016	0.65%	0.51%	11.65%	12.48%	58
TQCAX	Touchstone Dividend Equity Fund	Large Cap Value Equities	Jun 7, 1998	1.04%	0.46%	—	6.44%	41
TQGEX	T. Rowe Price Integrated Global Equity Fund	Global Equities	Apr 15, 2016	0.74%	-0.47%	—	5.45%	74
TQGIX	T. Rowe Price QM Global Equity Fund	Global Equities	Apr 14, 2016	0.58%	-0.47%	—	3.49%	64
TQPAX	Touchstone Strategic Income Opportunities Fund	Multisector Bonds	Oct 31, 1993	1.00%	0.22%	—	4.63%	83
TQSIX	T. Rowe Price QM U.S. Small & Mid-Cap Core Equity ...	Mid Cap Blend Equities	Feb 26, 2016	0.68%	2.53%	12.01%	1.29%	44
TQSMX	T. Rowe Price Integrated US Small-Mid Cap Equity F...	Small Cap Blend Equities	Feb 26, 2016	0.87%	2.46%	11.81%	1.83%	47
TQVIX	T. Rowe Price QM U.S. Value Equity Fund	Large Cap Value Equities	Feb 26, 2016	0.53%	2.27%	10.92%	4.76%	35
TRAIX	T. Rowe Price Capital Appreciation Fund - I Class	Diversified Portfolio	Dec 17, 2015	0.59%	-2.80%	11.59%	16.33%	78
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	Jun 30, 1993	0.69%	-10.55%	15.99%	5.86%	22
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	Sep 28, 2006	0.41%	0.92%	3.23%	8.44%	96
TRBUX	T. Rowe Price Ultra Short-Term Bond Fund	Ultrashort Bond	Dec 3, 2012	0.31%	0.65%	3.34%	8.06%	100
TRCLX	T. Rowe Price China Evolution Equity Fund	China Equities	Dec 9, 2019	1.04%	10.60%	—	1.48%	90
TRCSX	T. Rowe Price Small-Cap Index Fund	Small Cap Blend Equities	Dec 8, 2015	0.14%	2.26%	—	2.34%	36
TRDFX	Crossmark Steward Values-FocusedSmall-Mid Cap Enha...	Small Cap Blend Equities	Jan 31, 1952	0.80%	3.55%	9.15%	8.46%	32
TRDIX	Transamerica Sustainable Equity Income Fund	Large Cap Value Equities	Jan 4, 2013	0.74%	1.03%	7.14%	1.43%	24

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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