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
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	May 8, 2000	0.74%	0.53%	8.86%	10.37%	13
ANWFX	American Funds New Perspective Fund Class F-2	Global Equities	Mar 13, 1973	0.51%	-3.92%	12.72%	7.09%	49
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	Mar 13, 1973	0.72%	-3.95%	12.48%	6.84%	50
AOBLX	Victory Pioneer Balanced Fund Class A	Diversified Portfolio	Dec 1, 1991	0.93%	0.42%	8.97%	3.58%	89
AOCIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.78%	5.78%	5.02%	50
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	Mar 3, 2008	1.14%	-6.65%	8.30%	0.00%	25
AOGIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-1.23%	8.99%	8.75%	49
AOMIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.97%	7.54%	6.68%	51
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.38%	4.36%	3.66%	55
AOTIX	Virtus Emerging Markets Opportunities Fund	Emerging Markets Diversified	May 26, 2004	0.94%	6.62%	8.44%	3.12%	90
AOUIX	Angel Oak UltraShort Income Fund	Ultrashort Bond	Apr 2, 2018	0.53%	0.47%	—	4.50%	99
AOVIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-1.43%	10.30%	8.33%	48
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	Sep 28, 1990	0.72%	-0.32%	1.12%	3.34%	22
APDFX	Artisan High Income Fund Advisor Class	High Yield Bonds	Mar 19, 2014	0.80%	-1.30%	6.76%	6.49%	82
APDGX	Artisan Global Value Fund Advisor Class	Global Equities	Apr 1, 2015	1.12%	-1.49%	10.98%	4.80%	74
APDIX	Artisan International Fund Advisor Class	International Equity	Apr 1, 2015	1.05%	8.63%	9.76%	21.03%	93
APDKX	Artisan International Value Fund Advisor Class	Foreign Large Cap Equities	Apr 1, 2015	1.06%	0.69%	9.82%	7.04%	52
APDSX	Artisan Small Cap Fund Advisor Shares	Small Cap Growth Equities	Feb 1, 2017	1.06%	-1.59%	—	8.25%	27
APENX	Cavanal Hill Strategic Enhanced Yield Fund	Multisector Bonds	Dec 25, 2017	1.01%	-0.21%	—	3.59%	44
APFDX	Artisan Global Discovery Fund	Global Equities	Aug 20, 2017	1.38%	-4.33%	—	20.51%	17

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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