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
CBYYX	Victory Pioneer Cat Bond Fund Class Y	Nontraditional Bonds	Jan 27, 2023	1.46%	1.27%	—	9.02%	100
CCASX	Conestoga Small Cap	Small Cap Growth Equities	Oct 1, 2002	1.10%	-4.97%	8.82%	5.87%	2
CCCMX	Capital Group California Core Municipal Fund	Municipal Bonds	Apr 12, 2010	0.27%	-0.45%	1.40%	2.34%	53
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	Dec 30, 2010	1.21%	21.48%	9.39%	4.60%	26
CCFAX	American Funds College 2036 Fund	Diversified Portfolio	Feb 8, 2018	0.43%	-1.17%	—	7.18%	72
CCGSX	Chautauqua Global Growth Fund	Global Equities	Apr 14, 2016	1.05%	-8.49%	—	6.41%	23
CCIF	Carlyle Credit Income Fund	Intermediate Core Bond	Dec 30, 2011	—	-25.62%	—	37.27%	0
CCIZX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Sep 27, 2010	0.91%	7.72%	23.40%	7.42%	93
CCLAX	Calvert Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.41%	-1.27%	5.24%	3.32%	48
CCLFX	Cliffwater Corporate Lending Fund	High Yield Bonds	Mar 6, 2019	3.42%	0.96%	—	7.80%	100
CCMMX	Conestoga Mid Cap Fund	Mid Cap Growth Equities	Jun 28, 2021	1.05%	—	—	0.36%	—
CCOYX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Jun 23, 1983	0.82%	7.74%	—	7.50%	93
CCRSX	Credit Suisse Trust Commodity Return Strategy Port...	Commodities	Feb 27, 2006	1.05%	22.25%	6.72%	11.34%	82
CCSMX	Conestoga SMid Cap Fund	Mid Cap Growth Equities	Jan 21, 2014	1.10%	-9.72%	9.58%	2.41%	1
CCSTX	Capital Group California Short-Term Municipal Fund	Municipal Bonds	Apr 12, 2010	0.30%	-0.02%	1.16%	2.13%	74
CCSZX	Columbia Commodity Strategy Fund	Commodities	Jun 17, 2012	0.86%	23.18%	1.64%	2.43%	84
CCVAX	Calvert Small-Cap Fund	Small Cap Blend Equities	Oct 1, 2004	1.19%	-2.13%	7.54%	14.43%	2
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 21, 1985	1.10%	4.60%	10.53%	9.80%	88
CCWSX	Chautauqua International Growth Fund	Foreign Large Cap Equities	Apr 14, 2016	1.05%	-11.94%	—	1.62%	4
CDAZX	Multi-Manager Directional Alternative Strategies F...	Long-Short	Jan 2, 2017	1.84%	-1.96%	—	23.74%	89

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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