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
CFGRX	Commerce Growth Fund	Large Cap Growth Equities	Dec 12, 1994	0.68%	-7.98%	14.79%	21.33%	21
CFICX	Calvert Income Fund	Corporate Bonds	Oct 12, 1982	0.92%	-0.60%	3.11%	4.49%	63
CFIHX	American Funds Capital Income Builder Fund Class F...	Diversified Portfolio	—	0.26%	2.09%	—	7.95%	79
CFIMX	Clipper Fund	Large Cap Blend Equities	Feb 29, 1984	0.71%	-1.01%	12.69%	8.39%	72
CFIPX	Franklin Global Equity Fund	Global Equities	Feb 28, 1991	1.30%	-1.17%	13.06%	6.49%	74
CFIZX	Columbia Flexible Capital Income Fund	Diversified Portfolio	Jul 27, 2011	0.73%	2.35%	10.23%	4.69%	63
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	1.34%	10.70%	9.04%	44
CFLGX	ClearBridge Tactical Dividend Income Fund	Large Cap Value Equities	Oct 19, 1990	1.44%	0.69%	9.36%	3.59%	14
CFMOX	Commerce Missouri Tax-Free Intermediate Bond Fund	Municipal Bonds	Feb 20, 1995	0.63%	-0.48%	1.67%	2.61%	32
CFMSX	Column Mid Cap Select Fund	Mid Cap Blend Equities	Dec 11, 2023	0.52%	1.10%	—	2.10%	20
CFNDX	Cargile Fund	Tactical Allocation	Jul 8, 2018	1.52%	-3.66%	—	1.09%	42
CFNLX	Commerce National Tax-Free Intermediate Bond Fund	Municipal Bonds	Feb 20, 1995	0.59%	-0.44%	1.83%	2.78%	48
CFNTX	Green California Tax-Free Income Fund	Municipal Bonds	Dec 3, 1985	0.76%	-0.46%	1.48%	2.50%	21
CFOIX	Calvert Floating-Rate Advantage Fund	Bank Loan	Oct 9, 2017	0.78%	-0.54%	—	5.92%	48
CFRIX	Catalyst/CIFC Floating Rate Income Fund	Bank Loan	Dec 30, 2012	0.90%	-0.90%	5.64%	6.76%	82
CFSTX	Commerce Short Term Government Fund	Government Bonds	Dec 11, 1994	0.68%	-0.02%	1.26%	2.17%	86
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	Apr 30, 2015	0.71%	-0.34%	0.88%	3.46%	22
CFVLX	Commerce Value Fund	Large Cap Value Equities	Mar 3, 1997	0.67%	3.75%	9.67%	10.62%	40
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	2.02%	8.81%	4.68%	39
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	8.73%	10.10%	0.47%	96

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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