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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.

Mutual Fund Screener

7213 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Hartford Schroders International Contrarian Value ...Foreign Large Cap EquitiesMay 24, 20220.70%
5.50%
6.12%
36
Hartford Schroders International Contrarian Value ...Foreign Large Cap EquitiesMay 24, 20220.85%
5.43%
5.97%
36
The Hartford Healthcare FundHealth & Biotech EquitiesApr 30, 20001.00%
5.79%
9.62%
2.72%
59
Hartford Core Equity Fund Class FLarge Cap Blend EquitiesApr 30, 19980.36%
7.20%
11.15%
42
Hartford Core Equity FundLarge Cap Blend EquitiesApr 30, 19980.45%
7.14%
14.31%
10.89%
40
The Hartford Growth Opportunities Fund Class ILarge Cap Growth EquitiesFeb 19, 20020.82%
9.04%
16.62%
5.81%
19
The Hartford Growth Opportunities FundLarge Cap Growth EquitiesFeb 19, 20020.84%
9.05%
16.67%
5.10%
20
Hartford Global Impact FundGlobal EquitiesFeb 27, 20170.89%
14.91%
0.47%
22
NexPoint Event Driven FundLong-ShortMay 4, 20081.69%
-2.40%
4.14%
0.00%
4
Hamlin High Dividend Equity FundLarge Cap Value EquitiesMar 30, 20121.15%
11.05%
11.51%
4.19%
39
Hartford Municipal Opportunities FundMunicipal BondsMay 30, 20070.44%
1.75%
2.24%
3.42%
69
Hartford Total Return Bond HLS FundIntermediate Core-Plus BondAug 31, 19770.50%
0.63%
1.18%
5.55%
23
Hartford Capital Appreciation HLS FundLarge Cap Blend EquitiesApr 2, 19840.67%
7.04%
12.69%
12.10%
37
Hartford Dividend and Growth HLS FundLarge Cap Value EquitiesMar 9, 19940.66%
9.75%
12.98%
17.06%
70
Hartford Disciplined Equity HLS FundLarge Cap Blend EquitiesMay 29, 19980.60%
6.99%
13.90%
9.88%
39
Hartford Healthcare HLS FundHealth & Biotech EquitiesApr 30, 20000.91%
5.83%
8.89%
4.97%
60
Hartford International Opportunities HLS FundForeign Large Cap EquitiesJul 2, 19900.74%
8.90%
9.05%
2.09%
32
Hartford Small Company HLS FundSmall Cap Growth EquitiesAug 9, 19960.77%
17.05%
12.90%
0.34%
61
Virtus Newfleet Low Duration Core Plus Bond FundShort-Term BondFeb 23, 19960.50%
1.48%
2.71%
4.55%
92
Colorado Bond Shares A Tax Exempt FundMunicipal BondsJun 3, 19870.55%
2.91%
4.14%
4.28%
98

Rows per page

3221–3240 of 7213

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.

0%Annualized Volatility0%Annualized Return

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