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
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%	10.66%	4.69%	2.04%	91
AQMNX	AQR Managed Futures Strategy Fund Class N	Systematic Trend	Jan 6, 2010	2.97%	10.44%	4.42%	1.86%	90
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	Sep 29, 2010	0.80%	9.30%	8.35%	3.53%	57
AQRNX	AQR Multi-Asset Fund Class N	Diversified Portfolio	Sep 30, 2010	1.31%	9.17%	8.20%	3.36%	53
ARANX	Horizon Active Risk Assist Fund	Diversified Portfolio	Aug 27, 2014	1.17%	11.16%	8.13%	8.22%	49
ARBFX	The Arbitrage Fund	Event Driven	Sep 17, 2000	1.43%	1.12%	3.24%	3.55%	97
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	Multistrategy	Aug 14, 2017	1.47%	4.95%	—	5.09%	100
ARBNX	The Arbitrage Fund Class Institutional	Event Driven	Oct 17, 2003	1.49%	1.28%	3.50%	3.68%	97
ARCHX	Archer Balanced Fund	Diversified Portfolio	Sep 19, 2005	1.20%	6.20%	8.66%	2.98%	78
ARCIX	AQR Risk-Balanced Commodities Strategy Fund	Commodities	Jul 8, 2012	1.00%	13.38%	11.07%	11.85%	42
ARCVX	American Century Investments One Choice 2030 Portf...	Target Retirement Date	May 29, 2008	0.78%	4.58%	6.99%	12.05%	47
ARDEX	AMG River Road Dividend All Cap Value Fund	Large Cap Value Equities	Jun 28, 2005	0.97%	10.03%	4.20%	4.68%	1
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	Sep 1, 2016	1.22%	10.85%	—	2.49%	84
ARDVX	American Century Investments One Choice 2040 Portf...	Target Retirement Date	May 29, 2008	0.83%	5.79%	8.31%	12.42%	48
AREVX	American Century Investments One Choice 2055 Portf...	Target Retirement Date	Mar 30, 2011	0.88%	7.80%	10.12%	12.25%	47
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	Jun 30, 2005	1.00%	8.39%	10.35%	11.70%	77
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	May 29, 2008	0.88%	7.22%	9.57%	13.44%	48
ARGFX	Ariel Fund	Mid Cap Value Equities	Nov 6, 1986	1.00%	8.20%	10.14%	10.91%	42
ARGNX	American Century One Choice 2060 Portfolio Class I	Target Retirement Date	Sep 30, 2015	0.69%	8.24%	10.27%	10.08%	47

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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