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
HEQFX	Monteagle Opportunity Equity Fund	Mid Cap Blend Equities	Jun 10, 1998	1.71%	6.01%	9.47%	10.31%	58
HERIX	Hartford Emerging Markets Equity Fund	Emerging Markets Diversified	May 30, 2011	1.16%	14.09%	10.26%	4.70%	88
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	Dec 27, 2019	1.02%	-1.84%	—	17.00%	49
HFAAX	Janus Henderson Developed World Bond Fund	Global Bonds	Sep 29, 2003	0.83%	-0.19%	2.20%	3.70%	57
HFADX	Janus Henderson Developed World Bond Fund Class D	Global Bonds	Sep 30, 2003	0.68%	-0.52%	—	3.46%	52
HFAHX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	Nov 8, 2023	0.80%	6.28%	—	5.97%	83
HFAJX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	May 24, 2022	1.15%	6.26%	—	5.61%	83
HFCGX	Hennessy Cornerstone Growth Fund	Small Cap Blend Equities	Nov 1, 1996	1.34%	6.06%	11.99%	0.00%	57
HFCSX	Hennessy Focus Fund	Mid Cap Growth Equities	Jan 3, 1997	1.49%	4.37%	11.41%	46.43%	42
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	Nov 1, 1996	1.23%	9.61%	11.08%	6.75%	92
HFEAX	Janus Henderson European Focus Fund	Europe Equities	Aug 30, 2001	1.30%	-0.63%	8.59%	1.13%	53
HFEDX	Janus Henderson European Focus Fund Class D	Europe Equities	Aug 31, 2001	1.09%	-0.57%	—	1.33%	44
HFHIX	Hartford Floating Rate High Income Fund	Bank Loan	Sep 29, 2011	0.80%	-0.95%	4.82%	6.72%	78
HFLGX	Hennessy Cornerstone Large Cap Growth Fund	Large Cap Value Equities	Mar 20, 2009	1.29%	6.27%	11.11%	5.71%	56
HFLYX	Hartford Floating Rate Fund	Bank Loan	Apr 28, 2005	0.74%	-1.02%	4.36%	7.13%	56
HFMDX	Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	Sep 17, 2003	1.36%	4.86%	13.04%	0.68%	36
HFQAX	Janus Henderson Global Equity Income Fund	Foreign Large Cap Equities	Nov 29, 2006	1.24%	10.02%	8.48%	6.06%	94
HFQTX	Janus Henderson Global Equity Income Fund Class T	Global Equity Income	Nov 30, 2006	0.95%	10.10%	—	6.24%	91
HFRO	Highland Funds I - Highland Opportunities and Inco...	Diversified Portfolio	Jan 13, 2000	0.02%	-1.84%	—	8.02%	22
HFSAX	Hundredfold Select Alternative Fund Investor Class	Tactical Allocation	—	1.75%	-0.17%	8.46%	9.76%	74

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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