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
HACAX	Harbor Capital Appreciation Fund Class I	Large Cap Growth Equities	Dec 29, 1987	0.71%	-6.87%	17.45%	12.08%	35
HACBX	Harbor Core Bond Fund	Intermediate Core Bond	Jun 1, 2018	0.40%	0.20%	—	4.10%	21
HADAX	Hartford Balanced HLS Fund	Diversified Portfolio	Mar 30, 1983	0.62%	-0.89%	8.68%	12.01%	44
HAGAX	Carillon Eagle Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 20, 1998	1.03%	0.02%	11.35%	13.86%	34
HAHYX	Hartford High Yield Fund	High Yield Bonds	Sep 30, 1998	0.66%	-0.14%	5.38%	5.69%	87
HAINX	Harbor International Fund	Foreign Large Cap Equities	Dec 29, 1987	0.77%	4.52%	7.58%	3.41%	72
HAMVX	Harbor Mid Cap Value Fund	Mid Cap Value Equities	Mar 1, 2002	0.85%	8.22%	10.02%	8.01%	86
HAONX	Harbor Overseas Fund	Foreign Large Cap Equities	Mar 1, 2019	1.21%	7.60%	—	2.26%	83
HAOYX	The Hartford International Opportunities Fund	Foreign Large Cap Equities	Jul 22, 1996	0.77%	4.69%	8.94%	7.56%	77
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	Dec 14, 2001	0.87%	18.82%	11.49%	2.87%	84
HASGX	Harbor Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2000	0.87%	5.52%	12.41%	1.07%	62
HAVGX	Haverford Quality Growth Stock Fund	Large Cap Blend Equities	Jun 30, 2004	0.80%	-0.79%	11.48%	8.33%	57
HAVLX	Harbor Large Cap Value Fund	Large Cap Blend Equities	Dec 29, 1987	0.69%	0.82%	12.48%	21.44%	46
HBAAX	Hartford Moderate Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	1.50%	7.41%	9.72%	78
HBFBX	Hennessy Balanced Fund	Diversified Portfolio	Mar 7, 1996	0.49%	3.50%	5.82%	1.81%	69
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	Jul 30, 2006	0.64%	0.88%	6.87%	6.91%	54
HCAYX	The Hartford Capital Appreciation Fund	Large Cap Blend Equities	Jul 22, 1996	0.80%	-2.00%	11.80%	5.61%	47
HCKAX	Hartford Checks and Balances Fund	Diversified Portfolio	May 30, 2007	0.37%	-0.20%	8.72%	7.44%	57
HCMAX	Hillman Value Fund	Large Cap Value Equities	Dec 29, 2000	0.95%	-0.08%	—	16.47%	23
HCMDX	HCM Tactical Growth Fund	Large Cap Growth Equities	Jul 30, 2014	2.84%	-7.98%	16.75%	3.24%	29

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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