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.

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Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CRDBX	Conquer Risk Defensive Bull Fund	Tactical Allocation	Jun 30, 2020	1.24%	3.04%	—	14.91%	95
CRDOX	Six Circles Credit Opportunities Fund	High Yield Bonds	Nov 22, 2020	0.29%	-1.00%	—	6.31%	88
CRDSX	Catholic Responsible Investments Short Duration Bo...	Short-Term Bond	Dec 2, 2021	0.35%	-0.06%	—	3.95%	95
CREDX	BlackRock Credit Strategies Fund	Bank Loan	Feb 27, 2019	2.19%	0.13%	—	9.21%	78
CREEX	Columbia Real Estate Equity Fund	REIT	Apr 4, 1994	1.01%	4.84%	5.23%	5.97%	8
CREMX	Redwood Real Estate Income Fund	REIT	Jun 23, 2023	5.16%	1.87%	—	7.28%	100
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	Jan 2, 1990	1.84%	-7.92%	11.23%	19.91%	38
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	-0.74%	—	5.81%	26
CRIHX	CRM Long/Short Opportunities Fund	Long-Short	Aug 15, 2016	1.60%	0.08%	—	0.00%	20
CRIMX	CRM Mid Cap Value Fund	Mid Cap Blend Equities	Jan 6, 1998	0.98%	1.62%	10.04%	5.85%	28
CRLVX	Catholic Responsible Investments International Equ...	Foreign Large Cap Equities	Dec 2, 2021	0.97%	-0.71%	—	4.63%	42
CRMAX	CRM Small/Mid Cap Value Fund	Mid Cap Blend Equities	Sep 1, 2004	1.19%	0.75%	9.83%	5.19%	28
CRMEX	CRM All Cap Value Fund	Mid Cap Blend Equities	Oct 24, 2006	1.34%	0.72%	9.07%	9.42%	42
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	-1.25%	7.46%	10.84%	15
CRMVX	Conquer Risk Managed Volatility Fund	Multisector Bonds	Jun 30, 2020	1.62%	0.50%	—	5.73%	71
CRNSX	Catholic Responsible Investments International Sma...	Foreign Small & Mid Cap Equities	Dec 2, 2021	1.15%	2.06%	—	9.84%	75
CROVX	Catholic Responsible Investments Opportunistic Bon...	Short-Term Bond	Dec 2, 2021	0.56%	0.09%	—	4.11%	94
CRQSX	Catholic Responsible Investments Equity Index Fund	Large Cap Blend Equities	Dec 2, 2021	0.09%	-3.84%	—	3.55%	44
CRSOX	Credit Suisse Commodity Return Strategy Fund	Commodities	Dec 29, 2004	0.81%	21.75%	8.09%	6.57%	82
CRSSX	Catholic Responsible Investments Small-Cap Fund	Small Cap Blend Equities	Dec 2, 2021	0.29%	3.88%	—	5.16%	38

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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