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
IBGIX	VY Baron Growth Portfolio	Mid Cap Growth Equities	May 1, 2002	0.99%	-9.78%	15.16%	75.56%	1
IBNAX	Delaware Ivy Balanced Fund	Diversified Portfolio	Nov 15, 1987	1.10%	6.44%	9.12%	2.57%	32
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	Apr 29, 2007	0.58%	2.02%	2.34%	3.91%	14
ICAFX	American Funds The Investment Company of America F...	Large Cap Growth Equities	Jan 1, 1934	0.37%	9.48%	14.25%	9.34%	43
ICBMX	ICON Natural Resources and Infrastructure Fund	Energy Equities	May 4, 1997	1.31%	17.48%	12.83%	8.52%	69
ICCIX	Dynamic International Opportunity Fund	Foreign Large Cap Equities	Dec 30, 2011	1.62%	12.65%	7.85%	3.63%	46
ICEUX	MainStay Epoch International Choice Fund	Foreign Large Cap Equities	Dec 31, 1997	0.95%	15.06%	8.78%	1.75%	63
ICFSX	ICON Consumer Select Fund	Financials Equities	Jul 1, 1997	1.32%	2.16%	11.68%	11.01%	9
ICGIX	Voya Solution Conservative Portfolio	Diversified Portfolio	Apr 29, 2010	0.24%	3.60%	4.97%	2.47%	62
ICHKX	Guinness Atkinson China And Hong Kong Fund	China Equities, Asia Pacific Equities	Jun 29, 1994	1.71%	-9.66%	3.14%	1.17%	5
ICIFX	Invesco Conservative Income Fund	Ultrashort Bond	Jul 1, 2014	0.27%	1.71%	2.57%	4.43%	99
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	24.13%	11.21%	22.52%	87
ICLAX	Transamerica Asset Allocation Conservative Portfol...	Diversified Portfolio	Feb 28, 2002	0.47%	3.42%	5.37%	2.90%	39
ICMBX	Intrepid Capital Fund	Diversified Portfolio	Jan 2, 2005	1.40%	6.60%	6.02%	1.63%	49
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	Dec 30, 2018	0.85%	-2.58%	—	4.47%	2
ICMUX	Intrepid Income Fund	Multisector Bonds	Jul 1, 2007	0.91%	2.50%	5.81%	7.55%	97
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	Apr 4, 1999	1.50%	23.81%	6.63%	0.23%	79
ICSFX	Invesco Comstock Fund Class R6	Large Cap Value Equities	Sep 24, 2012	0.44%	12.09%	19.17%	8.30%	70
ICSIX	Dynamic U.S. Opportunity Fund	Tactical Allocation	Dec 29, 2011	1.24%	6.32%	11.02%	18.00%	39
ICTEX	ICON Health and Information Technology Fund	Technology Equities	Feb 18, 1997	1.26%	28.70%	17.43%	16.12%	81

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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