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
IDITX	Transamerica Bond	Intermediate Core-Plus Bond	Jun 29, 1987	0.88%	0.72%	2.01%	4.18%	22
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	May 1, 2012	0.95%	17.46%	11.53%	6.36%	95
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	Corporate Bonds	Sep 28, 2018	0.70%	0.35%	—	4.24%	33
IDPIX	ProFunds Industrial Ultra Sector Fund	Leveraged Equities	Jan 29, 2004	1.75%	26.20%	15.55%	1.40%	36
IDXGX	Voya Index Solution 2030 Portfolio	Target Retirement Date	Oct 2, 2011	0.20%	7.31%	8.87%	2.48%	73
IDXLX	Voya Index Solution 2040 Portfolio	Target Retirement Date	Oct 2, 2011	0.20%	9.54%	10.87%	1.81%	72
IDXQX	Voya Index Solution 2050 Portfolio	Target Retirement Date	Oct 2, 2011	0.22%	10.81%	11.64%	1.48%	71
IEDAX	Voya Large Cap Value Fund	Large Cap Value Equities	Dec 18, 2007	1.10%	11.42%	12.60%	7.13%	46
IEGAX	Invesco EQV International Small Company Fund	Foreign Small & Mid Cap Equities	Aug 30, 2000	1.49%	8.55%	8.93%	12.85%	12
IEMFX	T. Rowe Price Institutional Emerging Markets Equit...	Emerging Markets Diversified	Oct 30, 2002	1.06%	23.02%	7.39%	1.97%	79
IEMGX	Voya Multi-Manager Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 10, 2011	1.15%	30.53%	11.03%	4.60%	87
IEOSX	Voya Large Cap Growth Portfolio	Large Cap Growth Equities	May 3, 2004	0.92%	5.29%	15.51%	11.56%	16
IESGX	Sit ESG Growth Fund	Global Equities	Jun 30, 2016	1.00%	5.98%	—	1.12%	33
IEVAX	Columbia Global Value Fund	Global Equities	Mar 19, 1995	1.13%	9.69%	10.66%	12.16%	63
IEYYX	Delaware Ivy Energy Fund	Energy Equities	Apr 2, 2006	1.28%	15.15%	0.99%	0.76%	90
IFAFX	American Funds Income Fund of America Class F1	Global Allocation	Dec 1, 1973	0.63%	7.10%	8.33%	9.37%	58
IFPUX	Independent Franchise Part Equity Fund	Large Cap Blend Equities	Dec 20, 2011	0.68%	-3.89%	12.95%	10.21%	8
IFTIX	Voya International High Dividend Low Volatility Po...	Foreign Large Cap Equities	Jan 2, 2006	0.72%	8.93%	9.31%	42.50%	51
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.91%	11.27%	9.65%	6.94%	53
IGBIX	Voya Global Bond Fund	Global Bonds	Jun 29, 2006	0.65%	-1.04%	0.59%	3.93%	2

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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