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
CREEX	Columbia Real Estate Equity Fund	REIT	Apr 4, 1994	1.01%	15.29%	6.05%	3.77%	23
CREMX	Redwood Real Estate Income Fund	REIT	Jun 23, 2023	5.16%	3.43%	—	7.11%	100
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	Jan 2, 1990	1.84%	-2.25%	11.66%	19.75%	14
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	—	—	5.18%	—
CRIHX	CRM Long/Short Opportunities Fund	Long-Short	Aug 15, 2016	1.60%	13.08%	—	0.00%	36
CRIMX	CRM Mid Cap Value Fund	Mid Cap Blend Equities	Jan 6, 1998	0.98%	17.22%	11.26%	5.07%	52
CRMAX	CRM Small/Mid Cap Value Fund	Mid Cap Blend Equities	Sep 1, 2004	1.19%	23.01%	11.96%	4.25%	68
CRMEX	CRM All Cap Value Fund	Mid Cap Blend Equities	Oct 24, 2006	1.34%	20.43%	10.92%	7.88%	72
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	20.50%	9.62%	8.89%	51
CRMVX	Potomac Managed Volatility Fund	Multisector Bonds	Jun 30, 2020	1.62%	1.91%	—	5.65%	54
CRSOX	Credit Suisse Commodity Return Strategy Fund	Commodities	Dec 29, 2004	0.81%	13.37%	6.15%	7.06%	33
CRTBX	Potomac Tactical Rotation Fund	Tactical Allocation	Jun 30, 2020	1.58%	9.09%	—	8.44%	80
CRTOX	Potomac Tactical Opportunities Fund	Tactical Allocation	Jun 30, 2020	1.63%	8.17%	—	11.37%	50
CSAAX	Manteio Managed Futures Fund A	Systematic Trend	Sep 28, 2012	1.58%	2.61%	0.01%	2.48%	18
CSAIX	Credit Suisse Managed Futures Strategy Fund	Systematic Trend	Sep 27, 2012	1.30%	2.50%	0.23%	2.60%	18
CSDAX	Calvert Short Duration Income Fund	Short-Term Bond	Jan 31, 2002	0.76%	0.62%	2.68%	4.36%	70
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	Jul 15, 1998	0.84%	14.49%	7.40%	3.31%	20
CSEIX	Cohen & Steers Real Estate Securities Fund, Inc.	REIT	Sep 2, 1997	1.10%	14.31%	7.11%	3.34%	19
CSGIX	Calamos International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Mar 30, 2022	2.67%	27.10%	—	0.96%	28
CSHTX	AB Taxable Multi-Sector Income Shares	Short-Term Bond	Sep 15, 2010	0.00%	1.11%	2.55%	4.47%	89

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 charts...

Time Period