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
IAAAX	Transamerica Asset Allocation Growth Portfolio Fun...	Diversified Portfolio	Feb 28, 2002	0.49%	-2.37%	10.14%	7.39%	74
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.85%	3.60%	9.44%	9.03%	18
IAE	Voya Asia Pacific High Dividend Equity Income Fund	Asia Pacific Equities	Mar 27, 2007	0.02%	8.43%	9.95%	10.97%	87
IAF	Abrdn Australia Equity Fund Inc	Foreign Large Cap Equities	Sep 30, 1985	0.02%	0.45%	8.98%	11.54%	40
IAGIX	Voya Solution Moderately Aggressive Portfolio	Diversified Portfolio	Apr 29, 2010	0.27%	-1.51%	9.24%	27.43%	51
IALAX	Transamerica Capital Growth Fund	Large Cap Growth Equities	Mar 1, 1999	1.01%	-15.06%	13.28%	0.00%	13
IARCX	Invesco Real Estate Fund	REIT	May 1, 1995	1.98%	5.15%	2.93%	4.89%	10
IASMX	Guinness Atkinson Asia Focus Fund	Asia Pacific Equities	Apr 28, 1996	1.98%	2.06%	7.96%	6.78%	76
IAVIX	Voya Solution Aggressive Portfolio	Diversified Portfolio	Apr 30, 2013	0.36%	-1.86%	10.57%	8.17%	50
IAXIX	VY T. Rowe Price Diversified Mid Cap Growth Portfo...	Mid Cap Growth Equities	Dec 10, 2001	0.78%	-4.91%	12.36%	15.59%	14
IBALX	Transamerica Multi-Managed Balanced Fund	Diversified Portfolio	Dec 1, 1994	0.96%	-2.34%	9.03%	6.30%	60
IBGIX	VY Baron Growth Portfolio	Mid Cap Growth Equities	May 1, 2002	0.99%	-13.20%	3.84%	78.54%	1
IBNAX	Delaware Ivy Balanced Fund	Diversified Portfolio	Nov 15, 1987	1.10%	-1.83%	8.48%	3.16%	43
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	Apr 29, 2007	0.58%	0.72%	2.42%	2.91%	17
ICAFX	American Funds The Investment Company of America F...	Large Cap Growth Equities	Jan 1, 1934	0.37%	-3.34%	13.32%	11.20%	58
ICBMX	ICON Natural Resources and Infrastructure Fund	Energy Equities	May 4, 1997	1.31%	16.48%	13.26%	8.59%	89
ICCIX	Dynamic International Opportunity Fund	Foreign Large Cap Equities	Dec 30, 2011	1.62%	3.72%	7.19%	3.94%	68
ICEUX	MainStay Epoch International Choice Fund	Foreign Large Cap Equities	Dec 31, 1997	0.95%	4.01%	7.50%	1.94%	69
ICFSX	ICON Consumer Select Fund	Financials Equities	Jul 1, 1997	1.32%	-6.93%	10.64%	12.09%	16
ICGIX	Voya Solution Conservative Portfolio	Diversified Portfolio	Apr 29, 2010	0.24%	-0.83%	4.74%	2.58%	53

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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