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
0P00007069.TO	RBC Select Growth Portfolio A	Global Equities	Dec 11, 1986	2.03%	0.42%	—	3.66%	59
0P0000706A.TO	RBC Select Balanced Portfolio A	Global Allocation	Jan 21, 2008	1.94%	0.11%	—	4.34%	62
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	Jul 30, 2007	1.22%	9.77%	7.40%	3.23%	82
AAAGX	Thrivent Large Cap Growth Fund	Large Cap Growth Equities	Oct 29, 1999	1.03%	-10.59%	15.09%	4.21%	29
AAAMX	American Century One Choice Blend+ 2020 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	-0.48%	—	5.15%	73
AAANX	Horizon Active Asset Allocation Fund	Tactical Allocation	Jan 30, 2012	1.14%	-2.30%	9.27%	4.55%	58
AAAPX	DWS RREEF Real Assets C	Global Allocation	Jul 30, 2007	1.97%	9.58%	6.59%	1.15%	76
AAATX	American Funds 2010 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.34%	0.08%	6.00%	6.83%	84
AAAZX	DWS RREEF Real Assets Fund	Global Allocation	Jul 29, 2007	0.90%	9.82%	7.71%	3.78%	82
AABFX	Thrivent Balanced Income Plus Fund	Diversified Portfolio	Dec 28, 1997	1.00%	-1.39%	6.26%	6.70%	73
AABJX	American Century One Choice Blend+ 2025 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	-0.47%	—	4.68%	75
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	-0.16%	6.32%	7.58%	83
AABWX	American Century One Choice Blend+ 2030 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	-0.55%	—	4.22%	70
AACKX	American Century One Choice Blend+ 2035 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	-0.62%	—	3.97%	71
AACSX	American Century One Choice Blend+ 2040 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	-0.69%	—	3.76%	72
AACTX	American Funds 2020 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	-0.42%	6.78%	7.84%	82
AADAX	Invesco Select Risk: Growth Investor Fund	Diversified Portfolio	Apr 29, 2004	0.43%	-0.84%	7.26%	4.02%	67
AADBX	American Beacon Balanced Fund	Diversified Portfolio	Jul 16, 1987	0.72%	-0.54%	8.36%	8.29%	41
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1987	0.63%	-0.11%	11.31%	11.99%	35
AADHX	American Century One Choice Blend+ 2045 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	-0.84%	—	3.95%	73

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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