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
CDCDX	The Community Development Fund	Government Bonds	Apr 28, 2016	1.00%	0.11%	—	1.93%	45
CDDRX	Columbia Dividend Income Fund Class R5	Large Cap Value Equities	May 31, 2013	1.15%	3.27%	12.25%	5.17%	64
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	Nov 8, 2012	0.55%	3.44%	12.33%	5.20%	61
CDGIX	Crawford Large Cap Dividend Fund	Large Cap Blend Equities	Jan 5, 2004	0.89%	-4.18%	9.17%	5.86%	12
CDGRX	Copeland Dividend Growth Fund	Diversified Portfolio	Dec 27, 2010	1.20%	-1.80%	10.33%	9.52%	31
CDHIX	Calvert International Responsible Index Fund	Foreign Large Cap Equities	Oct 30, 2015	0.29%	1.56%	9.62%	3.34%	82
CDJAX	American Funds College 2039 Fund	Diversified Portfolio	Mar 25, 2021	0.48%	-2.74%	—	6.31%	67
CDOFX	Crawford Small Cap Dividend Fund	Small Cap Blend Equities	Sep 26, 2012	0.99%	3.92%	8.44%	3.04%	17
CDSRX	Calvert Short Duration Income Fund Class R6	Short-Term Bond	Feb 1, 2019	0.45%	-0.18%	—	4.17%	92
CEE	The Central and Eastern Europe Fund	Europe Equities	Mar 6, 1990	1.26%	2.88%	3.08%	2.13%	46
CEF	Sprott Physical Gold and Silver Trust	Precious Metals	Jan 16, 2018	0.48%	2.73%	14.94%	0.00%	80
CEFIX	Calvert Emerging Markets Advancement Fund	Emerging Markets Diversified	Sep 30, 2019	0.97%	1.94%	—	3.07%	89
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	Aug 30, 2012	1.00%	7.09%	9.60%	2.03%	93
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Diversified	Mar 28, 2007	1.10%	4.78%	9.29%	2.38%	91
CEMVX	Causeway Emerging Markets Investor	Emerging Markets Diversified	Mar 30, 2007	1.36%	4.63%	9.02%	2.16%	90
CENAX	American Funds College Enrollment Fund	Short-Term Bond	Sep 14, 2012	0.67%	-0.21%	2.36%	3.89%	89
CENTX	Centerstone Investors Fund	Global Allocation	May 2, 2016	1.10%	2.97%	—	4.41%	89
CFAGX	Commerce MidCap Growth Fund	Mid Cap Growth Equities	Dec 12, 1994	0.71%	-4.16%	9.76%	25.97%	7
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	-1.58%	—	3.58%	52
CFBNX	Commerce Bond Fund	Intermediate Core Bond	Dec 12, 1994	0.60%	-0.35%	2.00%	3.28%	39

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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