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
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	Jan 10, 1996	0.59%	3.77%	16.60%	9.40%	14
APGZX	AB Large Cap Growth Fund Class Z	Large Cap Growth Equities	Jul 1, 2015	0.52%	3.82%	16.68%	9.41%	14
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	Jun 25, 2006	1.07%	19.99%	10.99%	1.35%	75
APHFX	Artisan High Income Fund Class I	High Yield Bonds	Oct 3, 2016	0.71%	0.99%	—	7.16%	60
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	Jul 1, 1997	0.96%	14.80%	10.35%	19.71%	48
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	Oct 2, 2006	0.97%	11.33%	11.03%	6.41%	48
APIMX	Yorktown Short Term Bond Fund	Short-Term Bond	Jul 2, 1997	0.84%	0.78%	2.78%	3.76%	66
APITX	Yorktown Growth Fund	Global Equities	Jun 13, 1985	2.04%	20.80%	10.73%	0.00%	47
APIUX	Yorktown Multi-Sector Bond Fund	Multisector Bonds	Jul 1, 1997	1.17%	1.00%	3.31%	4.13%	55
APLIX	Cavanal Hill Hedged Income Fund	Options Trading	Dec 27, 2020	1.35%	5.63%	—	0.32%	51
APOIX	American Century Short Duration Inflation Protecti...	Inflation-Protected Bonds	May 31, 2005	0.57%	1.38%	3.04%	4.67%	74
APSGX	Fiera Capital Small/Mid-Cap Growth Fund	Mid Cap Growth Equities	Jun 29, 2012	1.05%	3.80%	11.40%	2.34%	14
APSTX	Cavanal Hill Limited Duration Fund	Short-Term Bond	Oct 19, 1994	0.76%	0.63%	1.88%	3.28%	31
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	Municipal Bonds	Dec 25, 2017	0.60%	0.81%	—	2.44%	99
APWEX	Cavanal Hill World Energy Fund	Energy Equities	Feb 3, 2014	1.15%	24.84%	11.39%	0.60%	54
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	Apr 24, 2003	0.97%	5.97%	14.85%	10.70%	46
AQEIX	LKCM Aquinas Catholic Equity Fund	Large Cap Growth Equities	Jul 11, 2005	1.00%	0.62%	10.65%	5.94%	8
AQGIX	AQR Global Equity Fund	Global Equities	Dec 30, 2009	0.80%	12.94%	13.55%	11.67%	78
AQGNX	AQR Global Equity Fund Class N	Global Equities	Dec 31, 2009	1.07%	12.76%	13.25%	11.77%	76
AQGRX	AQR Global Equity Fund Class R6	Global Equities	Jan 8, 2014	0.72%	12.90%	13.78%	11.62%	77

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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