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
CSQIX	Manteio Multialternative Strategy Fund I	Multistrategy	Mar 29, 2012	0.90%	1.11%	3.30%	1.26%	2
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	Feb 14, 2000	0.76%	3.22%	6.46%	2.37%	7
CSRSX	Cohen & Steers Realty Shares Fund	REIT	Jul 2, 1991	0.88%	3.12%	6.15%	2.27%	7
CSSPX	Cohen & Steers Global Realty Shares, Inc.	REIT	May 7, 1997	0.90%	2.46%	4.79%	3.38%	27
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.08%	5.03%	5.27%	84
CSTIX	Calamos Short-Term Bond Fund	Short-Term Bond	Sep 19, 2018	0.40%	-0.09%	—	4.21%	93
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	Aug 28, 2017	1.22%	9.68%	7.61%	7.37%	81
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	May 2, 2004	0.86%	9.80%	7.96%	7.66%	83
CSVFX	Columbia International Dividend Income Fund	Foreign Large Cap Equities	Nov 8, 2000	1.01%	5.61%	8.87%	4.67%	85
CSVZX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Sep 27, 2010	0.60%	3.44%	12.77%	8.03%	81
CSXRX	Calvert US Large Cap Core Responsible Index Fund C...	Large Cap Blend Equities	Oct 3, 2017	0.19%	-4.01%	—	5.70%	44
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	Oct 1, 2014	0.75%	2.88%	6.56%	3.06%	8
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	Nov 9, 2000	1.18%	-4.61%	20.99%	3.45%	69
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.15%	6.67%	5.56%	74
CTHRX	Columbia Global Technology Growth Fund Institution...	Technology Equities	Mar 1, 2016	0.86%	-4.54%	21.36%	3.15%	68
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	Jul 31, 2019	1.10%	2.53%	—	4.48%	79
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	-0.46%	8.22%	7.43%	73
CTRIX	Calamos Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 27, 2007	0.65%	-0.41%	1.61%	3.59%	34
CTRZX	Multi-Manager Total Return Bond Strategies Fund	Intermediate Core-Plus Bond	Jan 3, 2017	0.49%	-0.31%	—	4.06%	31
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	Mar 23, 2011	1.05%	2.41%	—	0.00%	82

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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