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
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	Apr 24, 2003	0.97%	-4.18%	13.66%	11.84%	35
AQEIX	LKCM Aquinas Catholic Equity Fund	Large Cap Growth Equities	Jul 11, 2005	1.00%	-1.81%	10.55%	6.09%	12
AQGIX	AQR Global Equity Fund	Global Equities	Dec 30, 2009	0.80%	-2.38%	12.01%	13.50%	50
AQGNX	AQR Global Equity Fund Class N	Global Equities	Dec 31, 2009	1.07%	-2.42%	11.72%	13.60%	50
AQGRX	AQR Global Equity Fund Class R6	Global Equities	Jan 8, 2014	0.72%	-2.35%	12.23%	13.44%	51
AQLGX	Alta Quality Growth Fund	Large Cap Growth Equities	Dec 19, 2018	1.18%	—	—	85.67%	—
AQMIX	AQR Managed Futures Strategy Fund	Systematic Trend	Jan 5, 2010	1.25%	10.34%	4.47%	2.05%	92
AQMNX	AQR Managed Futures Strategy Fund Class N	Systematic Trend	Jan 6, 2010	2.97%	10.13%	4.20%	1.86%	92
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	Sep 29, 2010	0.80%	3.10%	8.11%	3.74%	58
AQRNX	AQR Multi-Asset Fund Class N	Diversified Portfolio	Sep 30, 2010	1.31%	3.03%	7.94%	3.57%	58
ARANX	Horizon Active Risk Assist Fund	Diversified Portfolio	Aug 27, 2014	1.17%	-1.95%	6.80%	9.32%	35
ARBFX	The Arbitrage Fund	Event Driven	Sep 17, 2000	1.43%	0.74%	3.23%	3.56%	96
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	Multistrategy	Aug 14, 2017	1.47%	1.74%	—	5.25%	100
ARBNX	The Arbitrage Fund Class Institutional	Event Driven	Oct 17, 2003	1.49%	0.86%	3.48%	3.69%	97
ARCHX	Archer Balanced Fund	Diversified Portfolio	Sep 19, 2005	1.20%	1.79%	8.27%	2.80%	86
ARCIX	AQR Risk-Balanced Commodities Strategy Fund	Commodities	Jul 8, 2012	1.00%	17.69%	13.16%	11.42%	86
ARCNX	AQR Risk-Balanced Commodities Strategy Fund Class ...	Commodities	—	1.28%	17.59%	12.88%	11.54%	85
ARCVX	American Century Investments One Choice 2030 Portf...	Target Retirement Date	May 29, 2008	0.78%	-0.57%	6.61%	12.67%	52
ARDEX	AMG River Road Dividend All Cap Value Fund	Large Cap Value Equities	Jun 28, 2005	0.97%	3.79%	3.74%	4.97%	1
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	Sep 1, 2016	1.22%	7.81%	—	2.36%	63

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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