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
USCGX	USAA Capital Growth Fund	Global Equities	Oct 26, 2000	1.09%	-0.07%	10.97%	10.90%	67
USCRX	USAA Cornerstone Moderately Aggressive Fund	Diversified Portfolio	Aug 14, 1984	0.88%	0.58%	6.80%	10.34%	75
USEMX	USAA Emerging Markets Fund	Emerging Markets Diversified	Nov 6, 1994	1.47%	5.60%	8.65%	8.27%	90
USERX	U.S. Global Investors Gold & Precious Metals Fund	Precious Metals	Jun 30, 1974	1.52%	3.35%	18.22%	2.85%	91
USG	USCF Gold Strategy Plus Income Fund	Gold, Derivative Income	Nov 2, 2021	0.45%	6.67%	—	25.81%	72
USGDX	Morgan Stanley U.S. Government Securities Trust	Intermediate Core Bond	Jul 28, 1997	0.52%	-1.29%	0.84%	4.86%	9
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	Sep 29, 1995	1.13%	-11.03%	11.00%	31.90%	2
USGNX	USAA Government Securities Fund	Government Bonds	Jan 31, 1991	0.53%	0.06%	1.60%	3.48%	50
USGRX	USAA Growth & Income Fund	Large Cap Blend Equities	Jun 1, 1993	0.81%	-0.81%	12.22%	8.29%	51
USHYX	USAA High Income Fund	High Yield Bonds	Aug 2, 1999	0.76%	-0.31%	5.39%	7.03%	92
USIAX	UBS Ultra Short Income Fund	Ultrashort Bond	May 29, 2018	0.35%	0.13%	—	3.63%	98
USIBX	USAA Intermediate Term Bond Fund	Intermediate Core-Plus Bond	Aug 2, 1999	0.63%	-0.27%	3.23%	4.31%	36
USIFX	USAA International Fund	Foreign Large Cap Equities	Jul 11, 1988	1.02%	3.46%	9.22%	11.76%	80
USISX	USAA Income Stock Fund	Large Cap Value Equities	May 4, 1987	0.70%	4.73%	10.62%	9.63%	47
USLUX	U.S. Global Investors Global Luxury Goods Fund	Consumer Discretionary Equities	May 2, 1995	1.55%	-10.04%	9.18%	8.76%	11
USMIX	USAA Extended Market Index Fund	Mid Cap Growth Equities	Oct 27, 2000	0.38%	1.08%	11.14%	6.40%	37
USMSX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 31, 2016	0.45%	0.29%	—	2.36%	99
USMTX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 30, 2016	0.24%	0.42%	—	2.55%	99
USNQX	USAA Nasdaq 100 Index Fund	Large Cap Growth Equities	Oct 27, 2000	0.42%	-4.71%	18.76%	3.16%	51
USNYX	USAA New York Bond Fund	Municipal Bonds	Oct 9, 1990	0.67%	-0.28%	1.87%	3.61%	10

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.

Loading graphics...

Time Period