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
HJPSX	Hennessy Japan Small Cap Fund	Japan Equities	Aug 30, 2007	1.57%	11.45%	10.86%	11.88%	75
HLDIX	Hartford Emerging Markets Local Debt Fund	Emerging Markets Bonds	May 30, 2011	0.93%	0.47%	3.14%	4.79%	61
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	Jul 2, 1991	0.38%	-0.87%	14.39%	0.92%	74
HLEMX	Harding Loevner Emerging Markets Fund	Emerging Markets Diversified	Nov 8, 1998	1.19%	—	—	0.00%	—
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	May 26, 2008	1.60%	4.03%	4.57%	3.42%	56
HLFNX	Hennessy Large Cap Financial Fund	Financials Equities	Jan 3, 1997	1.68%	-7.04%	11.14%	8.52%	22
HLGAX	JPMorgan Government Bond Fund	Government Bonds	Feb 7, 1993	0.47%	0.12%	1.20%	3.00%	13
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 2, 1989	0.89%	-1.51%	13.28%	9.58%	34
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	5.07%	11.86%	10.33%	77
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	Mar 5, 1993	0.46%	0.38%	2.44%	4.53%	29
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	Sep 4, 1990	0.34%	0.10%	2.28%	3.87%	79
HLMEX	Harding Loevner Institutional Emerging Markets Por...	Emerging Markets Diversified	Oct 16, 2005	1.10%	8.24%	-0.85%	0.00%	1
HLMGX	Harding Loevner Global Equity Portfolio	Global Equities	Nov 28, 1996	1.05%	-0.29%	10.03%	21.05%	32
HLMIX	Harding Loevner International Equity Portfolio	Foreign Large Cap Equities	May 10, 1994	0.79%	8.43%	9.52%	13.78%	87
HLMSX	Harding Loevner International Small Companies Port...	Foreign Small & Mid Cap Equities	Mar 25, 2007	1.37%	1.76%	5.93%	3.97%	31
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	2.29%	13.45%	7.82%	61
HLRRX	LDR Real Estate Value Opportunity Fund	REIT	Dec 16, 2002	1.14%	6.29%	4.34%	7.55%	9
HMCNX	Harbor Mid Cap Fund	Mid Cap Blend Equities	Dec 2, 2019	1.24%	7.57%	—	2.33%	65
HMDYX	The Hartford MidCap Fund	Mid Cap Growth Equities	Dec 31, 1997	0.79%	-0.51%	8.51%	18.67%	14
HMEZX	NexPoint Merger Arbitrage Fund	Event Driven	Aug 18, 2016	1.50%	1.07%	6.11%	5.05%	99

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.

Loading graphics...

Time Period