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
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	Aug 27, 2002	0.01%	-1.03%	5.16%	9.39%	14
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	Jun 19, 2003	0.01%	1.50%	5.45%	9.23%	15
HQIFX	Hartford Equity Income Fund Class F	Large Cap Value Equities	Feb 28, 2017	0.64%	0.50%	—	12.98%	42
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	Aug 28, 2003	0.74%	3.17%	11.78%	12.77%	63
HRAAX	Hartford Growth Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	1.74%	9.46%	10.63%	79
HRAUX	Carillon Eagle Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	—	0.66%	0.12%	11.80%	13.84%	25
HRCPX	Carillon ClariVest Capital Appreciation Fund	Large Cap Growth Equities	Dec 12, 1985	1.00%	-3.39%	16.25%	4.26%	69
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	Dec 15, 1986	0.96%	4.82%	11.11%	18.90%	79
HRIIX	Hood River International Opportunity Fund Investor...	Foreign Small & Mid Cap Equities	Aug 11, 2023	1.51%	21.20%	—	4.75%	97
HRIOX	Hood River International Opportunity Fund	Foreign Small & Mid Cap Equities	Sep 27, 2021	1.50%	21.26%	—	4.85%	97
HRLYX	Hartford Real Asset Fund	Global Allocation	May 27, 2010	0.90%	13.17%	7.93%	3.49%	99
HRMDX	Heartland Mid Cap Value Fund	Mid Cap Value Equities	Oct 31, 2014	1.10%	8.11%	10.34%	2.01%	22
HRNOX	Hood River New Opportunities Fund Institutional Cl...	Diversified Portfolio	—	0.95%	8.45%	—	0.00%	83
HRSCX	Carillon Eagle Small Cap Growth Fund	Small Cap Growth Equities	May 7, 1993	1.06%	5.27%	8.72%	8.00%	57
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	Jan 2, 2003	1.09%	13.40%	18.65%	3.73%	87
HRSTX	Rational Tactical Return Fund	Options Trading	Apr 30, 2007	1.99%	1.14%	17.49%	8.24%	44
HRTVX	Heartland Value Fund	Small Cap Value Equities	Dec 28, 1984	1.04%	11.86%	11.60%	8.30%	86
HRVIX	Heartland Value Plus Fund	Small Cap Value Equities	Oct 26, 1993	1.15%	9.39%	8.88%	0.57%	46
HSAFX	Hussman Strategic Allocation Fund	Tactical Allocation	Aug 26, 2019	1.25%	1.31%	—	1.42%	8
HSCSX	Homestead Small Company Stock Fund	Small Cap Blend Equities	Mar 4, 1998	1.06%	4.69%	7.04%	10.39%	44

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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