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
HICOX	Colorado Bond Shares A Tax Exempt Fund	Municipal Bonds	Jun 3, 1987	0.55%	1.29%	4.08%	5.14%	67
HICSX	Harbor Convertible Securities Fund	Convertible Bonds	May 1, 2011	1.12%	8.91%	9.39%	1.66%	79
HIEMX	Virtus Vontobel Emerging Markets Opportunities Fun...	Emerging Markets Diversified	Oct 19, 1997	1.24%	-6.73%	1.70%	2.02%	16
HIIDX	Harbor Diversified International All Cap Fund	Foreign Large Cap Equities	Nov 2, 2015	1.16%	6.95%	8.34%	7.55%	76
HIIFX	Catalyst/SMH High Income Fund	High Yield Bonds	May 21, 2008	1.49%	0.24%	8.55%	5.36%	89
HIISX	Harbor International Small Cap Fund	Foreign Small & Mid Cap Equities	Jan 31, 2016	1.32%	5.91%	—	8.42%	62
HILAX	Hartford International Value Fund Class A	Foreign Large Cap Equities	May 28, 2010	1.18%	8.92%	11.20%	5.32%	91
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	May 27, 2010	0.91%	8.94%	11.54%	5.32%	94
HIMCX	Hartford MidCap HLS Fund	Mid Cap Growth Equities	Jul 14, 1997	0.69%	-0.47%	8.01%	22.94%	13
HIMDX	Hennessy Cornerstone Mid Cap 30 Fund Institutional...	Mid Cap Blend Equities	Mar 3, 2008	0.95%	4.94%	13.44%	1.00%	25
HIMFX	American High-Income Municipal Bond Fund Class F-3	High Yield Muni	Jan 27, 2017	0.31%	1.21%	—	4.30%	25
HIMYX	Pioneer High Income Municipal Fund	High Yield Muni	Oct 15, 2006	0.55%	0.88%	2.36%	8.63%	2
HIO	Western Asset High Income Opportunity Fund Inc	High Yield Bonds	Jan 1, 2009	0.02%	2.90%	6.52%	11.48%	18
HIOIX	Fintrust Income and Opportunity Fund	Long-Short	Jan 20, 2016	2.19%	-3.52%	—	9.51%	27
HIPAX	Hartford Inflation Plus Fund	Inflation-Protected Bonds	Oct 30, 2002	0.84%	0.78%	2.56%	3.07%	33
HISCX	Hartford Small Cap Growth HLS Fund	Small Cap Growth Equities	May 2, 1994	0.64%	4.03%	9.63%	23.24%	48
HISIX	Homestead International Equity Fund	Foreign Large Cap Equities	Jan 21, 2001	1.00%	8.29%	9.58%	10.05%	58
HIX	Western Asset High Income Fund II	High Yield Bonds	May 28, 1998	3.70%	-0.63%	5.72%	14.74%	26
HJIGX	Hardman Johnston International Growth Fund	Foreign Large Cap Equities	Feb 13, 2018	1.00%	6.72%	—	2.83%	73
HJPNX	Hennessy Japan Fund	Japan Equities	Oct 30, 2003	1.44%	6.98%	9.28%	11.99%	43

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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