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
TSGGX	TIAA-CREF Lifestyle Growth Fund	Diversified Portfolio	Dec 8, 2011	0.08%	-1.70%	9.25%	7.26%	56
TSHFX	Transamerica Asset Allocation Short Horizon	Intermediate Core-Plus Bond	Sep 11, 2000	0.83%	-0.22%	2.93%	4.10%	64
TSHIX	Transamerica Multi-Asset Income	Diversified Portfolio	Mar 2, 2014	0.72%	-0.96%	9.33%	3.45%	81
TSI	TCW Strategic Income Fund Inc.	Multisector Bonds	—	—	-7.45%	5.28%	7.21%	2
TSIDX	T. Rowe Price Short Duration Income Fund I Class	Short-Term Bond	Dec 8, 2020	0.29%	-0.12%	—	4.49%	96
TSIIX	Thornburg Strategic Income Fund	Multisector Bonds	Dec 18, 2007	0.60%	0.22%	4.48%	4.93%	79
TSIMX	TIAA-CREF Lifestyle Moderate Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.70%	7.61%	6.21%	56
TSITX	TIAA-CREF Lifestyle Income Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.06%	4.07%	2.85%	68
TSLTX	Transamerica Small Cap Value	Small Cap Value Equities	Jan 23, 2003	0.80%	8.12%	—	4.97%	64
TSMDX	Trillium ESG Small/Mid Cap Fund	Mid Cap Blend Equities	Aug 31, 2015	1.36%	-3.79%	7.98%	0.00%	10
TSMWX	TIAA-CREF Quant Small/Mid-Cap Equity Fund	Small Cap Blend Equities	Aug 5, 2016	0.47%	4.27%	—	8.55%	64
TSNIX	T. Rowe Price Science & Technology Fund I Class	Technology Equities	Mar 23, 2016	0.67%	-4.83%	19.47%	12.25%	67
TSONX	TIAA-CREF Social Choice International Equity Fund	Foreign Large Cap Equities	Aug 7, 2015	0.36%	-0.13%	8.53%	5.81%	52
TSORX	Nuveen International Responsible Equity Fund Class...	Foreign Large Cap Equities	Aug 7, 2015	0.71%	-0.26%	8.20%	5.49%	51
TSSIX	Thornburg Strategic Municipal Income Fund	Municipal Bonds	Mar 31, 2009	0.59%	-0.09%	2.09%	4.09%	28
TSTFX	Transamerica Stock Index	Large Cap Blend Equities	Sep 11, 2000	0.30%	-3.63%	—	1.01%	1
TSUMX	Thornburg Summit Fund Class I	Diversified Portfolio	Mar 1, 2019	0.70%	2.00%	—	6.69%	92
TSWEX	TSW Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1992	0.75%	3.85%	9.51%	1.17%	4
TSWIX	Transamerica International Equity	Foreign Large Cap Equities	Dec 17, 1992	0.84%	0.04%	7.96%	7.68%	50
TTDAX	Toews Tactical Defensive Alpha Fund	Long-Short	Jan 6, 2016	1.25%	-5.84%	—	2.20%	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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