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
TWEBX	Tweedy, Browne Value Fund	Global Equities	Dec 7, 1993	1.40%	3.91%	8.33%	3.68%	67
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	Aug 1, 1994	0.94%	3.53%	8.79%	10.02%	35
TWGGX	American Century Focused Global Growth Fund	Global Equities	Nov 30, 1998	1.10%	-6.33%	10.70%	9.63%	14
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	Nov 10, 1987	1.00%	-5.53%	11.11%	23.44%	9
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	May 8, 1991	1.36%	-4.36%	6.30%	3.46%	12
TWMIX	American Century Emerging Markets Fund	Emerging Markets Diversified	Sep 29, 1997	1.26%	5.59%	7.85%	1.08%	91
TWN	The Taiwan Fund Inc.	Asia Pacific Equities	—	—	19.11%	23.82%	9.75%	98
TWQZX	Transamerica Large Cap Value Fund	Large Cap Value Equities	Nov 15, 2010	0.61%	0.90%	11.12%	3.94%	74
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	Feb 14, 1996	0.63%	-0.82%	9.62%	7.04%	51
TWSCX	American Century Strategic Allocation: Conservativ...	Diversified Portfolio	Feb 14, 1996	0.72%	-0.47%	6.06%	5.16%	49
TWSGX	TransWestern Institutional Short Duration Governme...	Government Bonds	Jan 2, 2011	0.65%	0.22%	1.03%	3.20%	81
TWSMX	American Century Strategic Allocation: Moderate Fu...	Diversified Portfolio	Feb 14, 1996	0.70%	-0.74%	8.04%	6.86%	49
TWTIX	American Century Intermediate-Term Tax-Free Bond F...	Municipal Bonds	Mar 1, 1987	0.46%	-0.09%	2.08%	3.70%	51
TWUSX	American Century Short-Term Government Fund	Government Bonds	Dec 14, 1982	0.55%	0.02%	1.48%	3.34%	91
TWVLX	American Century Value Fund	Large Cap Value Equities	Sep 1, 1993	1.01%	3.09%	10.15%	9.70%	40
TXRIX	JPMorgan Tax Aware Real Return Fund	Municipal Bonds	Aug 30, 2005	0.49%	0.35%	—	3.21%	39
TYG	Tortoise Energy Infrastructure Closed Fund	MLPs, Energy Equities	—	2.90%	17.23%	1.79%	10.60%	29
TYHYX	Pioneer High Yield Fund	High Yield Bonds	Feb 12, 1998	0.85%	-0.46%	5.01%	5.40%	74
TZINX	Templeton Global Balanced Fund	Global Allocation	Jun 30, 2005	0.95%	1.60%	4.45%	4.92%	87
U-UN.TO	Sprott Physical Uranium Trust Fund	Gold, Precious Metals	Jul 19, 2021	0.60%	5.33%	20.12%	0.00%	40

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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