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
AMBFX	American Funds American Balanced Fund® Class F-2	Diversified Portfolio	Aug 5, 2008	0.35%	9.85%	10.46%	7.29%	85
AMCFX	American Funds AMCAP Fund Class F-2	Large Cap Growth Equities	May 1, 1967	0.43%	5.63%	12.89%	12.37%	25
AMCGX	Alger Mid Cap Growth Fund	Mid Cap Growth Equities	May 24, 1993	1.93%	8.73%	8.16%	0.00%	16
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	Jan 5, 1967	0.64%	5.53%	12.36%	12.62%	25
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	Jul 26, 2013	0.63%	8.98%	9.45%	14.41%	34
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Diversified	Sep 27, 2009	1.14%	25.66%	8.30%	2.23%	87
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	Dec 1, 1973	0.56%	5.48%	8.39%	9.55%	49
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	Dec 1, 1973	0.37%	5.59%	8.59%	9.75%	50
AMFAX	AlphaSimplex Managed Futures Strategy Fund Class A	Systematic Trend	Jul 30, 2010	1.72%	11.02%	2.27%	1.66%	61
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	Jun 30, 2017	1.17%	13.30%	—	10.58%	91
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	Feb 21, 1950	0.64%	6.82%	11.19%	7.10%	43
AMFIX	AAMA Income Fund	Intermediate Core-Plus Bond	Jun 30, 2017	0.92%	0.30%	—	2.21%	69
AMGOX	Alger Mid Cap Growth Portfolio Fund	Mid Cap Growth Equities	May 3, 1993	0.92%	9.07%	12.89%	0.00%	16
AMHIX	American High-Income Municipal Bond Fund	High Yield Muni	Sep 25, 1994	0.63%	2.43%	3.22%	3.88%	79
AMHYX	Invesco High Yield Fund	High Yield Bonds	Jul 11, 1978	1.03%	1.86%	4.24%	6.48%	74
AMIGX	Amana Growth Fund	Large Cap Growth Equities	Sep 25, 2013	0.67%	14.94%	17.85%	0.16%	64
AMINX	Amana Income Fund Institutional Class	Dividend	Sep 25, 2013	0.76%	12.01%	12.46%	5.20%	42
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	Jul 9, 2009	0.41%	—	—	30.65%	—
AMPCX	American Funds AMCAP Fund Class C	Large Cap Growth Equities	May 1, 1967	1.40%	5.16%	11.76%	16.88%	22
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	Jul 31, 1958	4.07%	20.12%	12.52%	14.84%	46

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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