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
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	3.73%	8.03%	0.74%	56
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	3.44%	9.49%	1.05%	48
HVEIX	HVIA Equity Fund	Large Cap Growth Equities	Oct 3, 2016	0.99%	-3.75%	—	8.04%	49
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	1.04%	12.93%	3.65%	53
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	1.73%	12.46%	10.96%	66
HWDIX	The Hartford World Bond Fund	Global Bonds	May 30, 2011	0.71%	-0.90%	1.67%	4.49%	17
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	Dec 30, 2012	0.95%	-1.79%	10.45%	9.81%	45
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	Mar 31, 2009	0.70%	-0.98%	4.32%	5.84%	84
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	1.82%	11.82%	7.98%	69
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	Jan 2, 1997	1.01%	8.28%	9.45%	1.29%	70
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	Dec 30, 2015	0.95%	3.23%	10.43%	16.37%	87
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	10.36%	10.38%	0.63%	53
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	10.43%	10.62%	0.91%	54
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	Jun 29, 2020	0.99%	2.12%	—	4.58%	84
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	7.40%	10.55%	1.06%	55
HXBIX	Virtus Newfleet Tax-Exempt Bond Fund	Municipal Bonds	Feb 22, 1996	0.60%	-0.12%	1.57%	2.77%	33
HYI	Western Asset High Yield Opportunity Fund Inc	High Yield Bonds	Jul 20, 2010	0.02%	-0.42%	6.17%	10.53%	7
HYMAX	Lord Abbett High Income Municipal Bond Fund	High Yield Muni	Dec 29, 2004	0.77%	0.44%	2.86%	4.82%	9
HYSZX	PGIM Short Duration High Yield Income Fund	High Yield Bonds	Oct 26, 2012	0.75%	-0.34%	4.89%	5.91%	93
HYT	BlackRock Corporate High Yield Fund	High Yield Bonds	May 30, 2003	2.83%	-0.07%	7.86%	10.79%	19

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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