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
CSVZX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Sep 27, 2010	0.60%	13.56%	13.71%	7.32%	91
CSXRX	Calvert US Large Cap Core Responsible Index Fund C...	Large Cap Blend Equities	Oct 3, 2017	0.19%	10.46%	—	4.95%	64
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	Oct 1, 2014	0.75%	14.51%	7.49%	3.39%	21
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	Nov 9, 2000	1.18%	24.56%	24.55%	2.64%	64
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	2.61%	6.97%	5.41%	54
CTHRX	Columbia Global Technology Growth Fund Institution...	Technology Equities	Mar 1, 2016	0.86%	24.74%	24.94%	2.41%	69
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	Jul 31, 2019	1.10%	26.64%	—	3.62%	68
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	4.02%	8.76%	7.11%	58
CTRIX	Calamos Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 27, 2007	0.65%	0.41%	1.53%	3.54%	23
CTRZX	Multi-Manager Total Return Bond Strategies Fund	Intermediate Core-Plus Bond	Jan 3, 2017	0.49%	0.64%	—	4.39%	24
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	Mar 23, 2011	1.05%	33.24%	—	0.00%	75
CTTLX	Calvert Responsible Municipal Income Fund	Municipal Bonds	Aug 22, 1983	0.75%	1.82%	1.80%	3.14%	78
CUBIX	Calvert Flexible Bond Fund	Nontraditional Bonds	Sep 29, 2014	0.66%	0.83%	4.04%	4.91%	65
CULAX	Calvert Ultra-Short Duration Income Fund	Ultrashort Bond	Oct 31, 2006	0.72%	1.34%	2.47%	3.91%	99
CUSDX	Six Circles Ultra Short Duration Fund	Ultrashort Bond	Jul 9, 2018	0.18%	1.63%	—	4.14%	99
CUSEX	Capital Group U.S. Equity Fund	Large Cap Growth Equities	Apr 1, 2011	0.42%	9.14%	13.29%	8.59%	43
CUSIX	Cullen Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2009	1.00%	8.42%	8.32%	1.00%	11
CUSUX	Six Circles U.S. Unconstrained Equity Fund	Large Cap Blend Equities	Jul 9, 2018	0.05%	5.10%	—	8.73%	42
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	Ultrashort Bond	Jul 8, 2018	0.15%	1.74%	—	3.06%	98
CVAAX	Calamos Select Fund	Large Cap Blend Equities	Jan 2, 2002	1.15%	3.28%	12.92%	5.30%	21

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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