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
ICHKX	Guinness Atkinson China And Hong Kong Fund	China Equities	Jun 29, 1994	1.71%	-3.14%	4.01%	1.09%	38
ICIFX	Invesco Conservative Income Fund	Ultrashort Bond	Jul 1, 2014	0.27%	0.39%	2.46%	4.24%	97
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	6.71%	10.03%	26.19%	39
ICLAX	Transamerica Asset Allocation Conservative Portfol...	Diversified Portfolio	Feb 28, 2002	0.47%	-0.85%	5.16%	3.18%	65
ICMBX	Intrepid Capital Fund	Diversified Portfolio	Jan 2, 2005	1.40%	-0.27%	5.94%	1.83%	65
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	Dec 30, 2018	0.85%	-8.55%	—	4.76%	7
ICMUX	Intrepid Income Fund	Multisector Bonds	Jul 1, 2007	0.91%	-0.24%	5.85%	7.03%	98
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	Apr 4, 1999	1.50%	29.32%	8.28%	0.38%	94
ICSFX	Invesco Comstock Fund Class R6	Large Cap Value Equities	Sep 24, 2012	0.44%	1.67%	18.42%	9.08%	53
ICSIX	Dynamic U.S. Opportunity Fund	Tactical Allocation	Dec 29, 2011	1.24%	-1.58%	10.37%	19.44%	60
ICTEX	ICON Health and Information Technology Fund	Technology Equities	Feb 18, 1997	1.26%	3.70%	14.83%	20.01%	74
IDE	Voya Infrastructure, Industrials and Materials Fun...	Industrials Equities	Jan 26, 2010	0.01%	7.89%	11.57%	10.02%	93
IDITX	Transamerica Bond	Intermediate Core-Plus Bond	Jun 29, 1987	0.88%	0.03%	2.22%	4.11%	21
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	May 1, 2012	0.95%	6.68%	10.98%	6.93%	93
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	Corporate Bonds	Sep 28, 2018	0.70%	-1.13%	—	3.87%	53
IDPIX	ProFunds Industrial Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.75%	7.86%	14.40%	1.63%	65
IDXGX	Voya Index Solution 2030 Portfolio	Target Retirement Date	Oct 2, 2011	0.20%	-0.21%	8.40%	2.67%	64
IDXLX	Voya Index Solution 2040 Portfolio	Target Retirement Date	Oct 2, 2011	0.20%	-0.32%	10.15%	1.99%	64
IDXQX	Voya Index Solution 2050 Portfolio	Target Retirement Date	Oct 2, 2011	0.22%	-0.54%	10.76%	1.65%	62
IE00BFPM9N11.EUFUND	Vanguard Global Stock Index Fund Institutional Plu...	Global Equities	Dec 10, 2002	0.11%	-0.53%	11.91%	0.00%	70

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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