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
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.60%	—	3.39%	61
AAEFX	American Century One Choice Blend+ 2060 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.75%	—	3.10%	60
AAEKX	American Century One Choice Blend+ 2065 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.76%	—	2.66%	61
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	5.68%	9.07%	5.99%	59
AAFTX	American Funds 2035 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	6.86%	10.44%	5.60%	56
AAGOX	Alger Large Cap Growth Portfolio Fund	Large Cap Growth Equities	Jan 9, 1989	0.82%	26.23%	20.17%	9.60%	56
AAGTX	American Funds 2040 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	8.88%	11.53%	5.47%	58
AAHTX	American Funds 2045 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	10.10%	11.92%	5.32%	58
AAHYX	Thrivent Diversified Income Plus Fund	Diversified Portfolio	Jan 7, 1997	0.94%	3.82%	4.99%	3.66%	81
AAICX	Alger AI Enablers & Adopters C	Technology Equities	Apr 4, 2024	1.66%	24.93%	—	5.15%	67
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	Aug 6, 1991	0.72%	8.26%	8.82%	11.69%	34
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	Jan 5, 2004	2.20%	1.96%	3.06%	5.22%	24
AAINX	Thrivent Opportunity Income Plus Fund	Multisector Bonds	Jul 15, 1987	0.88%	1.70%	3.03%	4.63%	77
AAIZX	Alger AI Enablers & Adopters Z	Technology Equities	Apr 4, 2024	0.55%	28.62%	—	4.91%	74
AALGX	Thrivent Global Stock Fund	Global Equities	Jul 15, 1987	0.97%	11.35%	11.60%	9.93%	63
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	10.36%	12.01%	5.27%	57
AAMBX	Thrivent Municipal Bond Fund	Municipal Bonds	Dec 2, 1976	0.74%	2.08%	1.74%	3.51%	66
AAMCX	Absolute Capital Asset Allocator Fund	Tactical Allocation	Dec 17, 2015	2.70%	7.93%	5.62%	2.22%	49
AAMTX	American Funds 2055 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2010	0.33%	10.83%	12.08%	5.14%	57
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2015	0.34%	11.03%	11.99%	4.79%	57

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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