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
CISMX	Clarkston Partners Fund	Mid Cap Value Equities	Sep 15, 2015	1.00%	-3.09%	6.01%	4.80%	2
CIUEX	Six Circles International Unconstrained Equity Fun...	Foreign Large Cap Equities	Jul 9, 2018	0.10%	1.95%	—	3.10%	67
CIVIX	Causeway International Value Instl	Foreign Large Cap Equities	Oct 26, 2001	0.85%	-4.47%	9.58%	10.17%	46
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	Oct 25, 2001	1.10%	-3.01%	9.49%	9.89%	47
CLBAX	American Funds American Balanced Fund Class 529-A	Diversified Portfolio	Jul 26, 1975	0.58%	-1.16%	9.15%	8.38%	81
CLDAX	Calvert Core Bond Fund	Intermediate Core Bond	Dec 30, 2004	0.74%	-0.71%	3.26%	3.90%	36
CLEYX	Columbia Cornerstone Equity Fund Institutional Cla...	Large Cap Growth Equities	Mar 1, 2017	0.55%	-6.15%	—	3.40%	37
CLFFX	Clifford Capital Partners Fund	Mid Cap Value Equities	Jan 30, 2014	1.15%	1.06%	10.35%	1.27%	47
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	Jun 30, 1987	2.50%	-8.07%	12.91%	19.95%	43
CLMPX	Columbia Strategic California Municipal Income Fun...	Municipal Bonds	Jun 15, 1986	0.73%	-0.60%	1.61%	3.63%	12
CLMVX	Columbia Mortgage Opportunities Fund	Nontraditional Bonds	Apr 29, 2014	0.70%	0.86%	4.51%	5.45%	89
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	Dec 30, 2013	1.74%	-5.57%	5.50%	9.64%	35
CLSPX	Columbia Select Mid Cap Growth Fund	Mid Cap Growth Equities	Nov 20, 1985	0.86%	-3.22%	11.82%	12.39%	50
CLTAX	Catalyst/Lyons Tactical Allocation Fund	Tactical Allocation	Jul 1, 2012	1.53%	-2.21%	5.99%	10.29%	38
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	-2.65%	7.25%	4.71%	37
CMALX	Crawford Multi-Asset Income Fund	Diversified Portfolio	Sep 11, 2017	1.00%	2.72%	—	7.05%	14
CMBFX	Columbia Oregon Intermediate Municipal Bond Fund	Municipal Bonds	Jul 1, 1984	0.56%	-0.29%	1.67%	2.48%	68
CMCIX	Calvert Small/Mid-Cap Fund Class I	Small Cap Growth Equities	Jul 29, 2011	1.26%	-2.54%	—	4.36%	2
CMCMX	Conestoga Micro Cap Fund	Small Cap Growth Equities	Dec 17, 2021	1.50%	-7.51%	—	1.12%	25
CMEUX	Six Circles Managed Equity Portfolio U.S. Unconstr...	Large Cap Blend Equities	Apr 10, 2019	0.07%	-4.45%	—	1.06%	53

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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