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
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	Oct 31, 2013	0.48%	-0.58%	1.91%	3.85%	63
CGFIX	abrdn Global Absolute Return Strategies Fund	Macro Trading	Oct 31, 1990	0.78%	0.00%	1.95%	6.12%	77
CGHIX	Timber Point Global Allocations Fund	Tactical Allocation	Apr 9, 2013	1.55%	-2.90%	3.36%	0.25%	30
CGIAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.93%	1.57%	8.73%	8.11%	88
CGJIX	Calvert US Large-Cap Growth Responsible Index Fund	Large Cap Growth Equities	Jun 19, 2015	0.24%	-6.56%	15.71%	3.26%	44
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 17, 2012	0.36%	-2.54%	9.87%	5.62%	71
CGO	Calamos Global Total Return Fund	Global Allocation	Oct 27, 2005	2.86%	1.17%	10.02%	8.44%	36
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	Sep 16, 1985	0.92%	-1.07%	11.27%	13.65%	34
CGVIX	Causeway Global Value Fund	Global Equities	Apr 28, 2008	0.85%	-5.73%	11.28%	10.46%	55
CHASX	Chase Growth Fund	Large Cap Growth Equities	Dec 2, 1997	1.14%	-0.76%	17.46%	9.19%	84
CHCGX	Chesapeake Growth Fund	Large Cap Growth Equities	Sep 29, 1997	1.67%	-8.39%	9.65%	8.36%	28
CHCLX	AB Discovery Growth Fund	Mid Cap Growth Equities	Jul 7, 1938	0.91%	-3.46%	11.76%	12.02%	28
CHDEX	Cullen High Dividend Equity Fund	Large Cap Value Equities	Aug 1, 2003	1.00%	3.41%	9.61%	14.77%	67
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	Jun 25, 1997	0.88%	7.61%	11.94%	10.28%	76
CHIAX	Credit Suisse Floating Rate High Income Fund	Bank Loan	Mar 7, 1999	0.95%	-0.99%	4.36%	6.65%	66
CHILX	BlackRock China A Opportunities Fund	China Equities	Dec 26, 2018	0.99%	0.13%	—	2.93%	69
CHTRX	Invesco Charter Fund	Large Cap Blend Equities	Nov 26, 1968	1.03%	-6.60%	10.24%	7.73%	34
CHTTX	AMG River Road Mid Cap Value Fund	Mid Cap Value Equities	Sep 19, 1994	1.10%	-2.77%	0.25%	0.00%	3
CHUSX	Alger Global Focus Fund	Global Equities	Nov 2, 2003	1.50%	-3.09%	9.99%	9.25%	24
CHW	Calamos Global Dynamic Income Fund	Global Allocation	Jun 27, 2007	2.63%	1.83%	11.07%	8.05%	63

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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