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
ALGRX	Alger Focus Equity Fund	Large Cap Growth Equities	Nov 8, 1993	0.89%	-8.44%	18.98%	8.56%	77
ALIBX	ALPS/Smith Balanced Opportunity Fund	Diversified Portfolio	Sep 14, 2020	1.12%	0.05%	—	9.18%	63
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	May 8, 2002	1.20%	-10.76%	7.50%	0.00%	7
ALMIX	Invesco Short Duration Inflation Protected Fund	Inflation-Protected Bonds	Jul 12, 1987	0.30%	0.79%	2.72%	4.39%	85
ALMRX	Alger MidCap Growth Institutional Fund	Mid Cap Growth Equities	Nov 8, 1993	1.44%	-7.25%	11.51%	0.00%	29
ALNVX	AB Municipal Income Fund New York Portfolio Adviso...	Municipal Bonds	Aug 6, 2008	0.51%	0.27%	2.08%	3.60%	30
ALNYX	AB Municipal Income Fund New York Portfolio	Municipal Bonds	Dec 28, 1986	0.75%	0.22%	1.89%	3.36%	25
ALOIX	Virtus International Small-Cap Fund	Foreign Small & Mid Cap Equities	Dec 30, 1997	1.04%	7.81%	7.63%	4.21%	96
ALSCX	Alger Small Cap Growth Fund	Small Cap Growth Equities	Nov 11, 1986	1.96%	-6.18%	9.02%	0.00%	32
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	Dec 31, 2019	0.96%	7.18%	—	6.68%	78
ALSRX	Alger SmallCap Growth Institutional Fund	Small Cap Growth Equities	Nov 8, 1993	1.24%	-9.06%	7.78%	3.08%	18
ALTEX	Firsthand Alternative Energy Fund	Technology Equities	Oct 28, 2007	1.98%	16.55%	9.60%	0.00%	49
ALTFX	AB Sustainable Global Thematic Fund	Global Equities	Feb 28, 1982	1.02%	-6.94%	10.10%	14.54%	8
ALTHX	AB Municipal Income Fund National Portfolio	Municipal Bonds	Dec 28, 1986	0.75%	-0.04%	2.08%	3.52%	27
ALVIX	American Century Investments Focused Large Cap Val...	Large Cap Value Equities	Jul 30, 1999	0.83%	1.30%	9.93%	12.23%	31
ALVOX	Alger Capital Appreciation Portfolio	Large Cap Growth Equities	Jan 25, 1995	0.91%	-9.27%	17.21%	20.70%	61
ALZFX	Alger Focus Equity Fund Class Z	Large Cap Growth Equities	Nov 8, 1993	0.63%	-8.38%	19.32%	8.22%	77
AMAAX	AB Municipal Income Fund II Massachusetts Portfoli...	Municipal Bonds	Mar 28, 1994	0.77%	-0.04%	1.68%	3.32%	22
AMAEX	American Century Small Cap Dividend Fund	Small Cap Value Equities	Apr 4, 2022	1.13%	4.29%	—	2.06%	7
AMAGX	Amana Mutual Funds Trust Growth Fund	Large Cap Growth Equities	Feb 3, 1994	0.91%	-1.77%	15.92%	0.00%	68

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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