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
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	Mar 24, 2006	0.88%	-0.78%	3.16%	3.20%	83
CMGIX	BlackRock Mid-Cap Growth Equity Portfolio	Mid Cap Growth Equities	Dec 27, 1996	0.80%	-3.38%	11.54%	21.94%	13
CMGUX	Columbia Ultra Short Term Bond Fund	Ultrashort Bond	Mar 8, 2004	0.25%	0.54%	2.61%	4.13%	99
CMIEX	Multi-Manager International Equity Strategies Fund	Foreign Large Cap Equities	May 17, 2018	0.99%	-0.44%	—	8.96%	57
CMIUX	Six Circles Managed Equity Portfolio International...	Europe Equities	Apr 9, 2019	0.13%	2.39%	—	2.56%	74
CMJAX	Calvert US Mid-Cap Core Responsible Index Fund Cla...	Mid Cap Blend Equities	Oct 30, 2015	0.49%	0.95%	10.46%	4.36%	30
CMJIX	Calvert US Mid-Cap Core Responsible Index Fund	Mid Cap Blend Equities	Oct 30, 2015	0.24%	1.01%	10.77%	4.54%	31
CMLIX	Congress Large Cap Growth Fund	Large Cap Growth Equities	Mar 15, 1928	0.68%	-6.79%	15.02%	7.81%	20
CMMVX	Catholic Responsible Investments Magnus 60/40 Beta...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.13%	—	3.72%	54
CMNIX	Calamos Market Neutral Income Fund Institutional C...		May 10, 2000	0.90%	0.50%	4.69%	1.74%	90
CMNVX	Catholic Responsible Investments Magnus 45/55 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-0.83%	—	4.74%	60
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	Nov 24, 1986	0.80%	-3.10%	14.16%	9.03%	42
CMPGX	Principal Government & High Quality Bond Fund	Government Bonds	May 3, 1984	0.78%	0.03%	0.61%	3.23%	29
CMPIX	Principal Core Fixed Income	Intermediate Core Bond	Dec 15, 1975	0.74%	-0.49%	1.78%	3.13%	27
CMPVX	Catholic Responsible Investments Magnus 60/40 Alph...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.17%	—	4.62%	54
CMSCX	Columbia Small Cap Growth Fund	Small Cap Growth Equities	Oct 1, 1996	0.96%	-2.75%	14.93%	5.07%	60
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	Nov 8, 2000	0.92%	-4.55%	21.28%	3.24%	70
CMUVX	Catholic Responsible Investments Magnus 75/25 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-1.44%	—	36.67%	51
CNGLX	Commonwealth Global Fund	Global Equities	Dec 2, 2002	2.49%	-2.95%	5.21%	3.65%	12
CNJFX	Commonwealth Japan Fund	Japan Equities	Jul 9, 1989	1.75%	8.70%	4.65%	1.11%	69

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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