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
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	Aug 31, 2004	1.10%	3.56%	8.02%	10.24%	41
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	May 26, 1988	0.88%	-1.21%	5.86%	3.75%	73
CAPEX	Eaton Vance Tax Managed Growth 1.0 Fund	Large Cap Growth Equities	Mar 28, 1966	0.45%	-4.81%	13.85%	3.50%	37
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	Bank Loan	Jun 8, 2023	1.25%	1.80%	—	9.47%	100
CAPTX	Canterbury Portfolio Thermostat Fund	Tactical Allocation	Aug 1, 2016	1.98%	3.78%	—	0.00%	67
CAREX	Domini Sustainable Solutions Fund	Global Equities	Mar 31, 2020	1.40%	4.51%	—	0.00%	70
CAUSX	Shelton Capital Management U.S. Government Securit...	Government Bonds	Dec 3, 1985	0.75%	-0.57%	0.74%	2.88%	7
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	Apr 30, 2015	0.86%	-1.95%	11.10%	6.87%	41
CAXAX	Catalyst/MAP Global Equity Fund	Global Equities	Jul 28, 2011	1.21%	5.32%	9.32%	6.20%	87
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 17, 2012	0.35%	-0.75%	8.51%	5.85%	71
CBAIX	Calvert Balanced Fund Class I	Diversified Portfolio	Dec 28, 2004	0.65%	-4.04%	9.12%	5.08%	32
CBALX	Columbia Balanced Fund	Diversified Portfolio	Sep 30, 1991	0.67%	-3.04%	9.21%	6.70%	50
CBFAX	American Funds Global Balanced Fund	Global Allocation	Jan 31, 2011	0.84%	0.52%	6.65%	6.31%	80
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	Mar 1, 2013	0.50%	-0.80%	2.98%	4.57%	30
CBLAX	Columbia Balanced Fund Class A	Diversified Portfolio	Oct 1, 1991	0.91%	-3.11%	8.94%	6.42%	46
CBLDX	CrossingBridge Low Duration High Yield Fund	Multisector Bonds	Jan 30, 2018	0.88%	0.46%	—	6.27%	98
CBLSX	Allspring C&B Large Cap Value Fund	Large Cap Value Equities	Jul 26, 2004	0.75%	-0.38%	11.31%	13.16%	36
CBRDX	CrossingBridge Responsible Credit Fund	Multisector Bonds	Jun 29, 2021	0.89%	0.44%	—	6.79%	91
CBTAX	Six Circles Tax Aware Bond Fund	Municipal Bonds	May 18, 2020	0.14%	-0.06%	—	3.22%	36
CBUDX	CrossingBridge Ultra-Short Duration Fund	Ultrashort Bond	Jun 29, 2021	0.89%	0.75%	—	4.57%	100

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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