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
COTFX	Aquila Tax-Free Fund of Colorado	Municipal Bonds	May 20, 1987	0.72%	-0.08%	1.09%	3.05%	43
COTZX	Columbia Thermostat Fund	Tactical Allocation	Sep 24, 2002	0.24%	-1.24%	7.11%	3.41%	84
CPBYX	Invesco Core Plus Bond Fund	Intermediate Core-Plus Bond	Jun 3, 2009	0.50%	-0.43%	2.62%	4.30%	43
CPEAX	Catalyst Dynamic Alpha Fund	Large Cap Growth Equities	Dec 22, 2011	1.38%	1.14%	11.20%	15.57%	43
CPGAX	American Funds Global Growth Portfolio	Global Equities	May 17, 2012	0.40%	-2.59%	11.08%	5.74%	67
CPHYX	Principal High Yield Fund	High Yield Bonds	Apr 8, 1998	0.91%	-0.74%	5.27%	6.03%	59
CPIEX	Counterpoint Tactical Equity Fund	Long-Short	Nov 29, 2015	1.75%	-0.87%	7.73%	5.61%	11
CPITX	Counterpoint Tactical Income Fund	Nontraditional Bonds	Dec 3, 2014	1.46%	-1.32%	5.00%	5.04%	30
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	Apr 4, 2016	1.38%	-2.96%	—	5.69%	15
CPMPX	Changing Parameters Fund	High Yield Bonds	Oct 2, 2006	2.90%	0.09%	4.32%	3.82%	98
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	Jan 29, 2002	1.15%	-13.78%	15.05%	0.00%	11
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	Jul 28, 1997	0.83%	-13.72%	15.34%	0.00%	11
CPPAX	American Funds Preservation Portfolio	Short-Term Bond	May 18, 2012	0.61%	-0.28%	1.69%	3.52%	76
CPTNX	American Century Government Bond Fund	Government Bonds	May 15, 1980	0.47%	-0.22%	0.89%	3.72%	28
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	Apr 19, 2013	0.57%	-0.47%	2.92%	4.75%	36
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	May 2, 2010	0.84%	-0.47%	4.72%	5.75%	84
CRAIX	CCM Community Impact Bond Fund	Intermediate Core Bond	Aug 30, 1999	0.88%	-0.12%	1.03%	2.79%	52
CRARX	MainStay CBRE Real Estate Fund	REIT	Dec 31, 1996	0.83%	4.62%	4.37%	1.65%	7
CRAZX	Columbia Adaptive Risk Allocation Fund	Tactical Allocation	Jun 18, 2012	0.74%	2.93%	6.72%	2.79%	84
CRBVX	Catholic Responsible Investments Bond Fund	Intermediate Core-Plus Bond	Dec 2, 2021	0.51%	-0.29%	—	3.92%	29

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