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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CNREX	Commonwealth Real Estate Securities Fund	REIT	Jan 5, 2004	2.44%	8.36%	6.16%	2.89%	7
CNSDX	Invesco Convertible Securities Fund	Convertible Bonds	Jul 27, 1997	0.68%	21.10%	11.70%	9.72%	75
CNWIX	Calamos Evolving World Growth Fund Class I	Emerging Markets Equities	—	1.05%	42.33%	11.97%	0.04%	71
COAGX	Caldwell & Orkin - Gator Capital Long/Short Fund	Long-Short	Aug 23, 1992	2.00%	—	—	0.00%	—
COBYX	The Cook & Bynum Fund	Emerging Markets Diversified	Jun 30, 2009	1.49%	10.17%	4.78%	1.07%	30
COFYX	Columbia Contrarian Core Fund Institutional 3 Clas...	Large Cap Value Equities	Nov 9, 2012	0.61%	6.83%	15.59%	6.81%	43
COIIX	Calvert International Opportunities Fund	Foreign Small & Mid Cap Equities	May 30, 2007	1.06%	3.81%	7.13%	3.36%	7
COLNX	Columbia Strategic New York Municipal Income Fund	Municipal Bonds	Sep 25, 1986	0.78%	2.48%	1.66%	3.68%	78
COLTX	Columbia Tax-Exempt Fund	Municipal Bonds	Nov 20, 1978	0.73%	2.49%	1.88%	3.73%	77
COMAX	DWS Digital Horizons Fund Class A	Technology Equities	Jun 4, 1998	1.25%	-0.57%	—	0.06%	5
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	Dec 3, 1987	1.41%	5.89%	8.42%	3.48%	69
COPLX	Copley Fund	Large Cap Value Equities	Sep 1, 1978	2.37%	6.15%	10.98%	0.00%	41
COSIX	Columbia Strategic Income Fund	Nontraditional Bonds	Apr 20, 1977	0.92%	1.73%	3.62%	5.00%	41
COSNX	Columbia Overseas Core Fund	Foreign Large Cap Equities	Mar 5, 2018	0.97%	-2.64%	—	9.71%	12
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	Jul 1, 2015	0.82%	-1.28%	10.34%	8.14%	20
COSTX	Columbia Overseas Core Fund Institutional 2 Class	Foreign Large Cap Equities	Mar 5, 2018	0.84%	-2.56%	—	9.75%	12
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Foreign Large Cap Equities	Jul 1, 2015	0.77%	-1.27%	10.40%	8.16%	20
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	Mar 30, 2008	0.90%	-1.27%	10.26%	8.01%	19
COTFX	Aquila Tax-Free Fund of Colorado	Municipal Bonds	May 20, 1987	0.72%	1.81%	1.12%	3.32%	77
COTZX	Columbia Thermostat Fund	Tactical Allocation	Sep 24, 2002	0.24%	2.65%	7.43%	3.28%	61

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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