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
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	May 28, 2003	2.64%	0.11%	11.10%	10.78%	72
CHYDX	Calamos High Income Opportunities Fund	High Yield Bonds	Aug 2, 1999	1.00%	-0.47%	5.12%	5.74%	84
CIAOX	Capital Advisors Growth Fund	Large Cap Growth Equities	Dec 31, 1999	1.01%	-6.30%	13.38%	4.59%	36
CIBFX	American Funds Capital Income Builder Fund Class F...	Global Allocation	Jul 30, 1987	0.64%	1.63%	7.50%	7.59%	80
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 25, 1997	0.85%	3.06%	10.61%	12.23%	88
CIF	MFS Intermediate High Income Fund	High Yield Bonds	Jul 21, 1988	1.50%	-1.00%	6.30%	10.82%	15
CIGEX	Calamos Global Equity Fund	Global Equities	Feb 28, 2007	1.15%	-1.72%	13.41%	15.64%	62
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	Mar 15, 2005	0.85%	2.79%	7.89%	13.12%	55
CIGYX	AB Concentrated International Growth Portfolio	Foreign Large Cap Equities	Apr 14, 2015	0.87%	-11.02%	3.37%	0.68%	3
CIHEX	Calamos Hedged Equity Fund	Options Trading	Dec 30, 2014	0.91%	-2.14%	7.78%	0.33%	73
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	Dec 14, 2005	1.00%	3.78%	7.45%	3.94%	79
CII	BlackRock Enhanced Large Cap Core Fund	Derivative Income	Apr 27, 2004	0.91%	-5.21%	13.64%	17.89%	90
CIK	Credit Suisse Asset Management Income Fund	High Yield Bonds	Feb 11, 1987	1.50%	-7.01%	8.24%	10.41%	3
CILGX	Clarkston Fund	Large Cap Value Equities	Apr 1, 2016	0.70%	-6.40%	—	4.37%	8
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	Jan 31, 2017	0.95%	-4.82%	—	3.41%	8
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	Dec 30, 2009	1.20%	-2.23%	9.23%	8.92%	62
CIPIX	Champlain Mid Cap Fund Institutional Class	Mid Cap Growth Equities	Jun 30, 2008	0.84%	-9.21%	8.76%	18.98%	3
CIPMX	Champlain Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2008	1.09%	-9.36%	9.30%	20.05%	3
CIPSX	Champlain Small Company Fund	Small Cap Growth Equities	Nov 30, 2004	1.26%	-8.01%	6.70%	0.00%	0
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	Jun 30, 2000	0.24%	-4.02%	13.93%	5.62%	44

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.

Loading graphics...

Time Period