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
ARDVX	American Century Investments One Choice 2040 Portf...	Target Retirement Date	May 29, 2008	0.83%	-0.75%	7.79%	13.23%	53
AREVX	American Century Investments One Choice 2055 Portf...	Target Retirement Date	Mar 30, 2011	0.88%	-1.11%	9.36%	13.35%	50
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	Jun 30, 2005	1.00%	6.67%	10.75%	11.89%	82
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	May 29, 2008	0.88%	-1.02%	8.87%	14.56%	50
ARGFX	Ariel Fund	Mid Cap Value Equities	Nov 6, 1986	1.00%	-1.44%	9.50%	11.97%	33
ARGNX	American Century One Choice 2060 Portfolio Class I	Target Retirement Date	Sep 30, 2015	0.69%	-1.11%	9.47%	11.04%	50
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	Sep 29, 2015	0.88%	-1.18%	9.27%	10.83%	49
ARHBX	Artisan International Explorer Fund	Foreign Small & Mid Cap Equities	May 15, 2022	1.35%	3.68%	—	7.18%	47
ARHVX	American Century Investments One Choice 2065 Portf...	Target Retirement Date	Sep 22, 2020	0.88%	-1.24%	—	6.08%	49
ARIIX	AB Global Real Estate Investment Fund II	REIT	Dec 8, 1997	0.74%	2.55%	4.69%	3.59%	23
ARINX	Archer Income Fund	Intermediate Core-Plus Bond	Mar 11, 2011	0.98%	-0.15%	2.32%	3.19%	84
ARKVX	ARK Venture Fund	Technology Equities	Sep 23, 2022	2.90%	5.50%	—	0.00%	99
ARMGX	Western Asset Ultra-Short Income Fund	Ultrashort Bond	Jun 22, 1992	1.32%	0.39%	2.23%	2.81%	99
AROIX	American Century Investments One Choice 2045 Portf...	Target Retirement Date	Aug 30, 2004	0.86%	-0.90%	8.35%	12.27%	52
ARSKX	Archer Stock Fund	Large Cap Blend Equities	Mar 11, 2011	1.23%	-2.86%	11.46%	13.71%	41
ARSMX	AMG River Road Small-Mid Cap Value Fund	Small Cap Value Equities	Mar 29, 2007	1.27%	-0.84%	9.66%	0.00%	4
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	May 6, 1992	0.99%	-0.50%	11.63%	2.54%	30
ARSVX	AMG River Road Small Cap Value Fund	Small Cap Value Equities	Jun 28, 2005	1.35%	-2.51%	9.05%	0.00%	2
ARTFX	Artisan High Income Fund	High Yield Bonds	Mar 19, 2014	0.96%	-1.21%	6.26%	6.34%	78
ARTGX	Artisan Global Value Fund	Global Equities	Dec 9, 2007	1.25%	-1.92%	10.80%	4.67%	70

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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