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
HCMKX	HCM Income Plus Fund	Diversified Portfolio	Nov 8, 2016	2.10%	-4.90%	—	3.84%	28
HCMPX	HCM Dividend Sector Plus Fund	Large Cap Value Equities	Mar 10, 2015	2.38%	-3.65%	14.38%	0.45%	41
HCPIX	ProFunds UltraSector Health Care Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.61%	-5.60%	9.17%	0.18%	6
HCVAX	Hartford Conservative Allocation Fund	Diversified Portfolio	May 27, 2004	0.59%	0.92%	5.19%	3.16%	73
HCYAX	Hilton Tactical Income Fund	Tactical Allocation	Sep 15, 2013	1.12%	0.13%	5.45%	6.45%	51
HCYIX	Hilton Tactical Income Fund Institutional Class	Tactical Allocation	Sep 16, 2013	0.87%	0.27%	5.68%	6.69%	61
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	Feb 28, 2001	1.17%	1.33%	4.82%	0.12%	45
HDDVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Jun 5, 2017	0.90%	5.99%	—	6.83%	71
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	Jul 22, 1996	0.69%	0.98%	12.71%	12.17%	67
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	Jul 31, 2012	0.95%	6.39%	9.58%	7.20%	80
HDOGX	Hennessy Total Return Fund	Diversified Portfolio	Jul 28, 1998	1.77%	3.33%	6.73%	2.11%	41
HDPBX	Hodges Blue Chip Equity Income Fund	Large Cap Blend Equities	Sep 10, 2009	1.30%	-0.74%	16.36%	4.98%	72
HDPMX	Hodges Fund	Mid Cap Blend Equities	Oct 9, 1992	1.17%	4.15%	13.11%	9.12%	70
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	Dec 18, 2007	1.36%	10.12%	14.35%	6.94%	57
HDQVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Aug 1, 2012	1.27%	6.39%	—	7.09%	70
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	6.67%	9.64%	1.03%	36
HDVYX	Hartford International Equity Fund	Foreign Large Cap Equities	Jun 30, 2008	0.63%	5.58%	8.97%	6.92%	83
HEIIX	Hennessy Equity and Income Fund	Diversified Portfolio	Jun 2, 1997	1.13%	2.50%	7.53%	11.84%	38
HEOYX	Hartford Climate Opportunities Fund	Global Equities	Feb 28, 2016	0.79%	7.23%	11.21%	5.45%	65
HEQ	John Hancock Diversified Income Fund	Diversified Portfolio	May 26, 2011	0.02%	5.23%	7.09%	9.04%	52

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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