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
ARTHX	Artisan Global Equity Fund	Global Equities	Mar 28, 2010	1.28%	4.06%	13.86%	22.47%	95
ARTIX	Artisan International Fund	Foreign Large Cap Equities	Dec 27, 1995	1.19%	7.94%	9.52%	20.87%	92
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	Dec 20, 2001	1.28%	-1.46%	6.49%	5.68%	51
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	Sep 23, 2002	1.25%	0.14%	9.93%	6.91%	49
ARTLX	Artisan Value Fund	Large Cap Value Equities	Mar 27, 2006	1.05%	-3.40%	11.46%	14.34%	14
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	Jun 27, 1997	1.18%	-4.43%	10.81%	20.23%	32
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	Feb 28, 2020	1.26%	-1.67%	—	3.15%	57
ARTOX	American Century Investments One Choice In Retirem...	Target Retirement Date	Aug 30, 2004	0.74%	-0.46%	5.92%	8.77%	54
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	Mar 28, 2001	1.21%	-4.59%	6.88%	7.60%	3
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	Sep 22, 2008	1.14%	-2.97%	10.80%	3.68%	15
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	Mar 28, 1995	1.19%	-1.53%	11.45%	8.37%	26
ARTTX	Artisan Focus Fund	Large Cap Growth Equities	Apr 24, 2017	1.27%	-2.58%	—	4.19%	34
ARTUX	Artisan Floating Rate Fund	Bank Loan	Nov 30, 2021	1.20%	-1.15%	—	6.78%	79
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	Jun 28, 2015	1.28%	-17.16%	9.36%	0.00%	1
ARYIX	American Century Investments One Choice 2035 Portf...	Target Retirement Date	Aug 30, 2004	0.81%	-0.68%	7.23%	11.11%	52
ARYVX	American Century Global Real Estate Fund	REIT	Apr 28, 2011	1.11%	3.52%	5.80%	2.93%	19
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	Oct 2, 2006	0.66%	-0.15%	1.58%	3.49%	87
ASCGX	Lisanti Small Cap Growth Fund	Small Cap Growth Equities	Feb 27, 2004	1.35%	-1.66%	10.95%	0.00%	55
ASCIX	Angel Oak Strategic Credit Fund	Nontraditional Bonds	Dec 25, 2017	0.85%	1.05%	—	8.56%	91
ASDIX	AAM/HIMCO Short Duration Fund	Ultrashort Bond	Jun 30, 2014	0.56%	0.52%	2.78%	4.05%	98

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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