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
CTTLX	Calvert Responsible Municipal Income Fund	Municipal Bonds	Aug 22, 1983	0.75%	-0.19%	1.85%	3.25%	36
CUBIX	Calvert Flexible Bond Fund	Nontraditional Bonds	Sep 29, 2014	0.66%	-0.43%	4.14%	4.54%	90
CULAX	Calvert Ultra-Short Duration Income Fund	Ultrashort Bond	Oct 31, 2006	0.72%	0.41%	2.44%	3.63%	99
CUSDX	Six Circles Ultra Short Duration Fund	Ultrashort Bond	Jul 9, 2018	0.18%	0.35%	—	3.94%	99
CUSEX	Capital Group U.S. Equity Fund	Large Cap Growth Equities	Apr 1, 2011	0.42%	-4.51%	11.75%	9.53%	43
CUSIX	Cullen Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2009	1.00%	-2.95%	6.42%	1.11%	7
CUSUX	Six Circles U.S. Unconstrained Equity Fund	Large Cap Blend Equities	Jul 9, 2018	0.05%	-6.36%	—	9.80%	41
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	Ultrashort Bond	Jul 8, 2018	0.15%	0.28%	—	2.90%	99
CVAAX	Calamos Select Fund	Large Cap Blend Equities	Jan 2, 2002	1.15%	-7.04%	11.62%	5.88%	24
CVFCX	Pioneer Disciplined Value Fund	Large Cap Value Equities	Dec 15, 2005	0.91%	1.41%	10.57%	5.77%	37
CVGRX	Calamos Growth Fund	Large Cap Growth Equities	Sep 4, 1990	1.28%	-8.90%	12.71%	9.67%	29
CVISX	Causeway International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 19, 2014	1.35%	8.79%	11.28%	15.22%	95
CVLOX	Calamos Global Opportunities Fund	Global Allocation	Sep 8, 1996	1.22%	1.79%	9.98%	8.92%	74
CVLVX	Cullen Value Fund	Large Cap Value Equities	Aug 31, 2012	0.75%	3.57%	10.30%	3.66%	73
CVMIX	Calvert Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 30, 2012	0.99%	4.69%	8.31%	2.15%	88
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	Sep 21, 1988	1.05%	-3.03%	11.64%	7.61%	61
CWBFX	American Funds Capital World Bond Fund	Global Bonds	Aug 3, 1987	0.95%	-1.65%	0.25%	2.82%	13
CWFIX	Chartwell Short Duration High Yield Fund	High Yield Bonds	Jul 15, 2014	0.49%	-0.19%	4.02%	4.78%	97
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	Mar 26, 1993	0.75%	0.04%	10.75%	10.56%	78
CWSGX	Chartwell Small Cap Growth Fund	Small Cap Growth Equities	Jun 16, 2017	1.05%	5.15%	—	0.83%	76

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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