Mutual Fund Screener

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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.

7213 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GAFSX	Gabelli Global Financial Services Fund Class AAA	Financials Equities	Oct 1, 2018	1.25%	6.77%	—	1.60%	68
GAFYX	AlphaSimplex Global Alternatives Fund	Multistrategy	Sep 29, 2008	1.24%	9.30%	4.83%	0.00%	58
GAGCX	The Gabelli Global Rising Income and Dividend Fund	Tactical Allocation	Feb 2, 1994	0.90%	4.94%	6.84%	2.72%	26
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	Jun 29, 2004	1.46%	20.52%	5.93%	2.34%	52
GAIFX	American Funds Growth and Income Portfolio Class F...	Diversified Portfolio	May 18, 2012	0.70%	9.37%	10.85%	5.33%	52
GAIOX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 18, 2012	0.66%	9.17%	10.84%	5.19%	49
GAMPX	Goldman Sachs Energy Infrastructure Fund Class P	MLPs	Apr 14, 2018	1.11%	23.19%	—	8.52%	53
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	May 31, 2011	1.04%	4.01%	6.39%	8.95%	18
GAOSX	JPMorgan Global Allocation Fund	Global Allocation	May 30, 2011	0.77%	4.77%	7.29%	9.60%	22
GAPAX	Goldman Sachs Dynamic Global Equity Fund Class A	Global Equities	Jan 2, 1998	0.89%	11.52%	13.17%	12.96%	56
GAPIX	Goldman Sachs Dynamic Global Equity Fund	Global Equities	Jan 1, 1998	0.19%	11.71%	13.57%	12.97%	59
GARIX	Gotham Absolute Return Fund	Long-Short	Aug 30, 2012	1.50%	10.25%	9.84%	6.51%	77
GARTX	Goldman Sachs Absolute Return Tracker Fund Class A	Diversified Portfolio	May 30, 2008	1.10%	6.26%	5.19%	1.76%	76
GASFX	Hennessy Gas Utility Fund	Utilities Equities	May 9, 1989	1.00%	12.01%	8.86%	10.77%	32
GATEX	Gateway Fund	Options Trading	Dec 6, 1977	0.93%	4.31%	6.73%	0.12%	64
GBATX	GMO Strategic Opportunities Allocation Fund	Global Allocation	May 30, 2005	0.32%	12.01%	9.21%	12.18%	89
GBFAX	VanEck Emerging Markets Fund	Emerging Markets Diversified	Dec 19, 1993	1.53%	23.36%	7.08%	0.52%	56
GBFFX	GMO Benchmark-Free Fund	Global Allocation	Jun 14, 2011	0.35%	9.60%	6.89%	4.67%	94
GBIAX	Nationwide Bond Index Fund	Intermediate Core Bond	Dec 29, 1999	0.64%	0.42%	0.76%	3.30%	14
GBLAX	American Funds Global Balanced Fund Class A	Global Allocation	Feb 1, 2011	0.80%	5.93%	6.88%	5.85%	43

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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