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
IRGJX	Voya Russell Mid Cap Growth Index Portfolio	Mid Cap Growth Equities	May 1, 2009	0.40%	4.52%	12.25%	13.40%	5
IRGMX	Voya Retirement Moderate Growth Portfolio	Diversified Portfolio	Apr 27, 2006	0.26%	7.11%	8.70%	21.46%	73
IRLNX	Voya Russell Large Cap Growth Index Portfolio	Large Cap Growth Equities	May 1, 2009	0.43%	3.11%	18.70%	20.03%	20
IRMIX	Voya Retirement Moderate Portfolio	Diversified Portfolio	Apr 27, 2006	0.27%	5.15%	6.51%	10.63%	74
IRONX	Ironclad Managed Risk Fund	Options Trading	Oct 14, 2010	1.25%	4.38%	26.63%	0.06%	35
IRSAX	Delaware Ivy Securian Real Estate Securities Fund	REIT	Feb 25, 1999	1.20%	18.84%	7.54%	20.21%	70
IRSMX	Voya Target Retirement 2030 Fund	Target Retirement Date	Dec 19, 2012	0.23%	7.70%	8.90%	8.64%	76
IRSNX	Voya Target Retirement 2035 Fund	Target Retirement Date	Dec 19, 2012	0.20%	8.81%	10.09%	8.84%	75
IRSOX	Voya Target Retirement 2040 Fund	Target Retirement Date	Dec 19, 2012	0.23%	10.24%	11.13%	12.43%	76
IRSPX	Voya Target Retirement 2045 Fund	Target Retirement Date	Dec 19, 2012	0.19%	10.92%	11.72%	10.53%	75
IRSQX	Voya Target Retirement 2050 Fund	Target Retirement Date	Dec 19, 2012	0.22%	11.29%	11.84%	14.32%	74
IRSVX	Voya Target Retirement 2055 Fund	Target Retirement Date	Dec 19, 2012	0.24%	11.74%	11.98%	10.49%	75
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	May 1, 2009	0.35%	17.98%	11.82%	3.73%	93
IRVSX	Voya Russell Large Cap Value Index Portfolio Class...	Large Cap Value Equities	—	0.59%	17.77%	11.54%	3.50%	93
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 27, 1996	1.24%	9.20%	10.51%	6.82%	28
ISCGX	Transamerica Small Cap Growth	Small Cap Growth Equities	Aug 31, 2012	1.06%	10.63%	8.76%	13.98%	12
ISCIX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 28, 1996	0.99%	9.33%	10.74%	6.82%	24
ISEIX	Voya Index Solution 2035 Portfolio	Target Retirement Date	Mar 9, 2008	0.20%	8.32%	9.85%	2.21%	72
ISFIX	VY Columbia Contrarian Core Portfolio	Large Cap Blend Equities	Dec 10, 2001	0.73%	9.22%	19.30%	7.33%	53
ISFYX	Lord Abbett Multi-Asset Income Fund	Diversified Portfolio	Jun 29, 2005	0.24%	4.21%	6.45%	3.47%	59

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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