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
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	Oct 1, 2002	0.30%	-3.61%	13.69%	2.23%	46
TRSSX	T. Rowe Price Institutional Small Cap Stock Fund	Small Cap Growth Equities	Mar 31, 2000	0.66%	3.20%	11.33%	10.24%	29
TRSTX	T. Rowe Price Ultra Short-Term Bond Fund Class I	Ultrashort Bond	Jul 6, 2017	0.20%	0.53%	—	4.31%	99
TRTGX	T. Rowe Price Target 2060 Fund	Target Retirement Date	Jun 22, 2014	0.90%	-0.22%	10.23%	4.20%	46
TRTIX	T. Rowe Price International Value Equity Fund Clas...	Foreign Large Cap Equities	Aug 28, 2015	0.68%	3.19%	9.37%	2.84%	85
TRULX	T. Rowe Price US Large-Cap Core	Large Cap Blend Equities	Jun 26, 2009	0.64%	-2.13%	13.43%	15.37%	68
TRVLX	T. Rowe Price Value Fund	Large Cap Value Equities	—	0.65%	4.95%	11.44%	7.79%	43
TRXAX	Catalyst/MAP Global Balanced Fund	Global Allocation	Jul 28, 2011	1.22%	3.65%	5.54%	2.25%	91
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	Diversified Portfolio	Dec 8, 2011	0.04%	-2.21%	11.00%	7.55%	53
TSBIX	TIAA-CREF Core Impact Bond Fund Institutional Clas...	Total Bond Market	—	0.35%	0.40%	2.23%	4.69%	54
TSCGX	Thrivent Small Cap Growth Fund	Small Cap Growth Equities	Feb 28, 2018	1.21%	0.27%	—	0.86%	18
TSCIX	AMG TimesSquare Small Cap Growth Fund	Small Cap Growth Equities	Jan 21, 2000	0.99%	-6.14%	9.32%	0.00%	6
TSCSX	Thrivent Small Cap Stock Fund Class S	Small Cap Blend Equities	Jul 1, 1996	0.80%	-0.09%	11.99%	2.36%	17
TSDJX	TIAA-CREF Short Duration Impact Bond Fund	Short-Term Bond	Nov 16, 2018	0.35%	0.11%	—	3.89%	96
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	Dec 7, 2020	0.40%	0.56%	—	8.78%	99
TSDOX	Touchstone Ultra Short Duration Fixed Income Fund	Ultrashort Bond	Mar 1, 1994	0.69%	0.51%	2.58%	4.10%	99
TSDUX	Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed...	Ultrashort Bond	Mar 8, 2016	0.62%	0.35%	2.58%	2.11%	91
TSEGX	Touchstone Sands Capital Emerging Markets Growth F...	Emerging Markets Diversified	May 11, 2014	1.23%	-1.46%	6.43%	0.95%	29
TSFIX	Touchstone Small Cap Fund	Small Cap Blend Equities	Sep 30, 2009	0.94%	-1.31%	9.39%	5.94%	17
TSGAX	Timothy Plan Strategic Growth Fund	Diversified Portfolio	Oct 4, 2000	1.09%	2.54%	5.29%	1.14%	50

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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