Mutual Fund Screener

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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.

7213 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	Oct 1, 1992	1.03%	36.43%	17.16%	9.34%	91
HSSAX	Emerald Finance and Banking Innovation Fund	Financials Equities	Feb 18, 1997	1.71%	10.30%	5.52%	0.00%	11
HSTAX	Hartford Stock HLS Fund	Large Cap Blend Equities	Aug 31, 1977	0.51%	4.03%	10.73%	15.20%	14
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	Oct 28, 1999	0.50%	9.71%	15.00%	1.66%	57
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	Sep 11, 2002	0.75%	3.21%	4.92%	3.14%	90
HSWYX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	Oct 24, 2016	0.82%	7.51%	—	2.53%	21
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	Sep 8, 2015	1.40%	7.49%	7.20%	0.00%	48
HTECX	Hennessy Technology Fund	Technology Equities	Jan 31, 2002	1.23%	22.83%	15.16%	17.22%	38
HUBBX	Hartford Ultrashort Bond HLS Fund	Ultrashort Bond	Apr 1, 1998	0.69%	1.16%	2.03%	4.89%	99
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	Dec 31, 2012	1.15%	5.74%	10.70%	1.04%	37
HULAX	Hawaiian Tax Free Trust	Municipal Bonds	Feb 19, 1985	0.86%	1.70%	0.95%	2.75%	75
HULIX	Huber Select Large Cap Value Fund	Large Cap Value Equities	Jun 29, 2007	1.39%	3.71%	12.35%	1.13%	16
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	15.89%	8.77%	0.66%	66
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	18.88%	10.51%	0.91%	48
HVEIX	HVIA Equity Fund	Large Cap Growth Equities	Oct 3, 2016	0.99%	8.74%	—	7.11%	38
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	7.19%	13.45%	6.31%	25
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	6.99%	12.74%	10.42%	43
HWDIX	The Hartford World Bond Fund	Global Bonds	May 30, 2011	0.71%	0.96%	1.74%	4.43%	12
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	Dec 30, 2012	0.95%	7.08%	11.50%	19.19%	29
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	Mar 31, 2009	0.70%	1.71%	4.25%	6.34%	39

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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