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
ISGJX	Voya Solution Balanced Portfolio	Diversified Portfolio	Jul 1, 2007	0.34%	7.10%	8.52%	4.72%	69
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	May 20, 1987	0.86%	0.15%	2.61%	3.46%	17
ISHYX	Invesco Short Duration High Yield Municipal Fund	High Yield Muni	Sep 29, 2015	0.59%	3.12%	2.77%	4.63%	94
ISJIX	Voya Index Solution 2045 Portfolio	Target Retirement Date	Mar 9, 2008	0.20%	10.36%	11.51%	1.68%	72
ISKIX	Voya Index Solution Income Portfolio	Target Retirement Date	Mar 9, 2008	0.21%	4.60%	5.46%	3.90%	72
ISNGX	Voya Solution 2030 Portfolio	Target Retirement Date	Oct 2, 2011	0.20%	7.16%	8.78%	4.35%	69
ISNLX	Voya Solution 2040 Portfolio	Target Retirement Date	Oct 2, 2011	0.17%	9.45%	10.74%	4.94%	69
ISNQX	Voya Solution 2050 Portfolio	Target Retirement Date	Oct 2, 2011	0.18%	10.73%	11.41%	7.24%	69
ISOLX	Voya Target In-Retirement Fund	Target Retirement Date	Dec 19, 2012	0.20%	4.67%	5.53%	3.71%	75
ISQIX	Voya Solution 2035 Portfolio	Target Retirement Date	Apr 28, 2005	0.18%	8.25%	9.71%	5.34%	70
ISRIX	Voya Solution 2045 Portfolio	Target Retirement Date	Apr 28, 2005	0.17%	10.27%	11.22%	5.31%	69
ISWIX	Voya Solution Income Portfolio	Target Retirement Date	Apr 28, 2005	0.25%	4.53%	5.52%	3.69%	69
ITAAX	Transamerica Short-Term Bond Fund	Short-Term Bond	Nov 8, 2004	0.70%	0.96%	2.32%	3.97%	78
ITCAX	Western Asset Intermediate Maturity CA Municipals ...	Municipal Bonds	Dec 30, 1991	0.75%	1.74%	1.30%	2.67%	85
ITCSX	VY T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Jan 23, 1989	0.89%	5.71%	10.90%	15.10%	30
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	Jul 22, 1996	1.05%	7.34%	12.47%	6.58%	31
ITIOX	Transamerica Inflation Opportunities Fund	Inflation-Protected Bonds	Mar 2, 2014	0.65%	1.07%	2.59%	3.14%	27
ITRAX	VY® T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Dec 16, 2003	1.24%	5.56%	10.54%	16.42%	17
IUAIX	VY Invesco Equity and Income Portfolio	Diversified Portfolio	Dec 9, 2001	0.64%	7.01%	9.15%	35.10%	39
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	11.68%	9.29%	4.08%	32

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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