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
CSHZX	MainStay Cushing MLP Premier Fund	Energy Equities	Oct 19, 2010	1.20%	23.53%	10.07%	9.65%	55
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	Aug 24, 1987	0.73%	0.44%	2.20%	4.30%	24
CSIEX	Calvert Equity Fund	Large Cap Growth Equities	Aug 24, 1987	0.91%	-10.57%	11.81%	25.68%	1
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	2.10%	9.51%	4.38%	24
CSJZX	Cohen & Steers Realty Shares Fund Class Z	REIT	Jul 2, 1991	0.80%	15.36%	—	2.70%	17
CSMCX	Congress Small Cap Growth Fund	Small Cap Growth Equities	Dec 9, 1999	1.00%	17.81%	17.29%	1.99%	29
CSMDX	Copeland SMID Cap Dividend Growth Fund	Small Cap Blend Equities	Feb 27, 2017	0.95%	12.65%	—	2.79%	23
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	Jul 25, 1986	1.26%	9.32%	11.77%	10.12%	42
CSOIX	Credit Suisse Strategic Income Fund	High Yield Bonds	Sep 28, 2012	0.79%	-0.26%	5.75%	6.53%	25
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	Mar 26, 2004	2.46%	8.74%	16.80%	6.68%	30
CSQAX	Credit Suisse Multialternative Strategy Fund Class...	Multistrategy	Mar 30, 2012	1.74%	0.95%	3.07%	1.08%	4
CSQIX	Manteio Multialternative Strategy Fund I	Multistrategy	Mar 29, 2012	0.90%	0.99%	3.25%	1.26%	4
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	Feb 14, 2000	0.76%	15.42%	7.52%	2.77%	17
CSRSX	Cohen & Steers Realty Shares Fund	REIT	Jul 2, 1991	0.88%	15.32%	7.21%	2.66%	17
CSSPX	Cohen & Steers Global Realty Shares, Inc.	REIT	May 7, 1997	0.90%	9.24%	5.58%	3.17%	17
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	1.55%	5.16%	5.18%	56
CSTIX	Calamos Short-Term Bond Fund	Short-Term Bond	Sep 19, 2018	0.40%	0.35%	—	4.20%	71
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	Aug 28, 2017	1.22%	11.41%	7.68%	7.26%	62
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	May 2, 2004	0.86%	11.61%	8.03%	7.54%	65
CSVFX	Columbia International Dividend Income Fund	Foreign Large Cap Equities	Nov 8, 2000	1.01%	16.77%	10.13%	4.28%	70

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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