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
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	Jul 9, 2009	0.41%	-1.21%	13.76%	25.80%	48
AMPCX	American Funds AMCAP Fund Class C	Large Cap Growth Equities	May 1, 1967	1.40%	-7.74%	10.52%	12.31%	28
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	Jul 31, 1958	4.07%	3.21%	10.90%	17.27%	33
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	Feb 21, 1950	0.58%	-1.15%	10.67%	7.66%	33
AMUSX	American Funds U.S. Government Securities Fund	Government Bonds	Oct 16, 1985	0.61%	-0.64%	1.12%	3.62%	22
ANAGX	AB Global Bond Fund	Global Bonds	Mar 26, 1992	0.80%	-0.60%	1.37%	3.15%	23
ANAZX	AB Global Bond Fund Class Z	Global Bonds	Oct 15, 2013	0.52%	-0.56%	1.78%	3.71%	30
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	Mar 18, 2016	0.71%	-0.81%	—	3.00%	16
ANBIX	AB Bond Inflation Strategy	Inflation-Protected Bonds	Jan 25, 2010	0.59%	0.38%	3.62%	4.57%	70
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	Jan 8, 1978	0.59%	-2.50%	13.35%	8.77%	74
ANCIX	Ancora MicroCap Fund	Small Cap Value Equities	Sep 2, 2008	1.74%	—	—	15.21%	—
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	Jul 9, 2012	0.55%	3.03%	6.64%	4.60%	59
ANEFX	American Funds The New Economy Fund	Global Equities	Nov 30, 1983	0.75%	-3.77%	14.07%	10.32%	82
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	Mar 15, 2001	0.78%	-3.79%	13.66%	10.29%	81
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	Jun 27, 2011	1.21%	0.52%	2.50%	4.88%	96
ANJIX	Virtus NFJ International Value Fund	Foreign Large Cap Equities	Jan 30, 2003	0.95%	4.59%	6.92%	5.54%	85
ANNPX	Virtus Convertible Fund	Convertible Bonds	Apr 18, 1993	0.71%	3.80%	13.06%	10.85%	93
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	Jun 1, 2001	1.17%	-2.44%	12.78%	7.79%	25
ANTSX	American Century International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Mar 18, 2015	1.44%	2.04%	6.62%	1.76%	76
ANTUX	American Century Non-U.S. Intrinsic Value Fund	Foreign Large Cap Equities	Dec 5, 2018	1.16%	2.05%	—	10.84%	80

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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