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
CRTBX	Conquer Risk Tactical Rotation Fund	Tactical Allocation	Jun 30, 2020	1.58%	3.34%	—	8.91%	90
CRTOX	Conquer Risk Tactical Opportunities Fund	Tactical Allocation	Jun 30, 2020	1.63%	2.39%	—	12.01%	55
CSAAX	Manteio Managed Futures Fund A	Systematic Trend	Sep 28, 2012	1.58%	2.35%	-0.12%	2.75%	2
CSAIX	Credit Suisse Managed Futures Strategy Fund	Systematic Trend	Sep 27, 2012	1.30%	2.37%	0.12%	2.92%	2
CSDAX	Calvert Short Duration Income Fund	Short-Term Bond	Jan 31, 2002	0.76%	-0.18%	2.75%	4.06%	91
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	Jul 15, 1998	0.84%	2.88%	6.47%	2.99%	8
CSEIX	Cohen & Steers Real Estate Securities Fund, Inc.	REIT	Sep 2, 1997	1.10%	2.80%	6.19%	3.04%	7
CSGIX	Calamos International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Mar 30, 2022	2.67%	8.68%	—	1.13%	69
CSHTX	AB Taxable Multi-Sector Income Shares	Short-Term Bond	Sep 15, 2010	0.00%	0.11%	2.52%	4.16%	95
CSHZX	MainStay Cushing MLP Premier Fund	Energy Equities	Oct 19, 2010	1.20%	18.56%	12.34%	9.45%	26
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	Aug 24, 1987	0.73%	-0.60%	2.28%	4.01%	37
CSIEX	Calvert Equity Fund	Large Cap Growth Equities	Aug 24, 1987	0.91%	-9.59%	11.56%	25.40%	3
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	-4.37%	8.76%	4.67%	28
CSJZX	Cohen & Steers Realty Shares Fund Class Z	REIT	Jul 2, 1991	0.80%	3.86%	—	3.00%	7
CSMCX	Congress Small Cap Growth Fund	Small Cap Growth Equities	Dec 9, 1999	1.00%	0.02%	15.30%	2.34%	29
CSMDX	Copeland SMID Cap Dividend Growth Fund	Small Cap Blend Equities	Feb 27, 2017	0.95%	4.46%	—	3.01%	20
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	Jul 25, 1986	1.26%	0.78%	10.80%	14.12%	51
CSOIX	Credit Suisse Strategic Income Fund	High Yield Bonds	Sep 28, 2012	0.79%	-1.80%	5.96%	6.59%	50
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	Mar 26, 2004	2.46%	-8.00%	15.10%	7.40%	23
CSQAX	Credit Suisse Multialternative Strategy Fund Class...	Multistrategy	Mar 30, 2012	1.74%	0.95%	3.09%	1.08%	2

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