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
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	7.05%	12.02%	7.59%	49
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	Jan 2, 1997	1.01%	12.55%	9.99%	1.24%	44
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	Dec 30, 2015	0.95%	12.48%	11.45%	24.82%	51
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	17.48%	10.97%	0.59%	35
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	17.60%	11.20%	0.86%	36
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	Jun 29, 2020	0.99%	9.42%	—	12.79%	43
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	20.22%	11.33%	0.95%	56
HXBIX	Virtus Newfleet Tax-Exempt Bond Fund	Municipal Bonds	Feb 22, 1996	0.60%	1.09%	1.62%	3.51%	74
HYMAX	Lord Abbett High Income Municipal Bond Fund	High Yield Muni	Dec 29, 2004	0.77%	4.02%	2.81%	4.79%	77
HYSZX	PGIM Short Duration High Yield Income Fund	High Yield Bonds	Oct 26, 2012	0.75%	1.90%	4.90%	6.37%	70
HYT	BlackRock Corporate High Yield Fund	High Yield Bonds	May 30, 2003	2.83%	1.67%	7.30%	10.92%	2
IAAAX	Transamerica Asset Allocation Growth Portfolio Fun...	Diversified Portfolio	Feb 28, 2002	0.49%	9.46%	11.13%	6.59%	47
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.85%	14.32%	9.85%	8.18%	45
IAGIX	Voya Solution Moderately Aggressive Portfolio	Diversified Portfolio	Apr 29, 2010	0.27%	9.15%	10.11%	24.75%	68
IALAX	Transamerica Capital Growth Fund	Large Cap Growth Equities	Mar 1, 1999	1.01%	-0.91%	14.83%	0.00%	4
IARCX	Invesco Real Estate Fund	REIT	May 1, 1995	1.98%	14.44%	3.23%	4.40%	20
IASMX	Guinness Atkinson Asia Focus Fund	Asia Pacific Equities	Apr 28, 1996	1.98%	12.01%	8.40%	6.18%	47
IAVIX	Voya Solution Aggressive Portfolio	Diversified Portfolio	Apr 30, 2013	0.36%	10.79%	11.67%	7.23%	68
IAXIX	VY T. Rowe Price Diversified Mid Cap Growth Portfo...	Mid Cap Growth Equities	Dec 10, 2001	0.78%	7.55%	13.39%	13.78%	9
IBALX	Transamerica Multi-Managed Balanced Fund	Diversified Portfolio	Dec 1, 1994	0.96%	4.60%	9.52%	5.94%	44

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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