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.

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Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	Oct 1, 2002	0.70%	-0.30%	7.85%	10.92%	57
TRFJX	T. Rowe Price Retirement 2035 Fund Class I	Target Retirement Date	Nov 13, 2023	0.41%	-0.04%	—	4.82%	54
TRGOX	T. Rowe Price Large-Cap Growth Fund Investor Class	Large Cap Growth Equities	May 1, 2020	0.70%	-10.31%	—	15.30%	17
TRHYX	T. Rowe Price Institutional High Yield Fund	High Yield Bonds	May 31, 2002	0.50%	-0.44%	5.36%	6.31%	89
TRIEX	Nuveen International Equity Index Fund Retirement ...	International Equity	Oct 1, 2002	0.30%	1.99%	8.75%	3.50%	68
TRIFX	Catalyst/SMH Total Return Income Fund	Diversified Portfolio	May 20, 2008	1.58%	-0.87%	9.24%	5.89%	13
TRIGX	T.Rowe Price International Value Equity Fund	Foreign Large Cap Equities	Dec 20, 1998	0.89%	3.15%	9.22%	2.69%	84
TRIKX	T. Rowe Price Retirement 2045 Fund Class I	Target Retirement Date	Nov 13, 2023	0.43%	-0.08%	—	3.96%	52
TRILX	TIAA-CREF Lifecycle Index Retirement Income Fund	Diversified Portfolio	Sep 29, 2009	0.10%	-0.69%	5.96%	3.01%	69
TRIRX	Nuveen Large Cap Growth Index Fund Retirement Clas...	Large Cap Growth Equities	Oct 1, 2002	0.30%	-9.06%	16.38%	4.56%	30
TRLAX	T. Rowe Price Retirement Income 2020 Fund	Target Retirement Date	May 24, 2017	0.53%	-0.34%	—	9.05%	50
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	Oct 31, 2001	0.55%	-10.29%	16.88%	15.26%	17
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	Oct 1, 2002	0.41%	2.06%	10.77%	8.64%	45
TRLUX	T. Rowe Price Large Cap Value Fund Investor Class	Large Cap Value Equities	May 4, 2020	0.70%	2.85%	—	12.38%	22
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	May 4, 1987	0.66%	-0.24%	1.62%	3.23%	26
TRMCX	T. Rowe Price Mid-Cap Value Fund	Mid Cap Value Equities	Jun 28, 1996	0.77%	4.29%	11.34%	9.10%	35
TRMIX	T. Rowe Price Mid-Cap Value Fund Class I	Mid Cap Value Equities	Jun 28, 1996	0.71%	4.33%	11.19%	9.31%	37
TRMSX	T. Rowe Price Mid-Cap Index Fund	Mid Cap Growth Equities	Dec 8, 2015	0.14%	-1.31%	—	6.57%	21
TRMVX	SEI Institutional Managed Trust Large Cap Value Fu...	Large Cap Value Equities	Apr 20, 1987	0.89%	2.96%	10.27%	13.70%	59
TROIX	T. Rowe Price Overseas Stock Fund Class I	Foreign Large Cap Equities	Aug 28, 2015	0.67%	0.43%	8.83%	2.14%	65

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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