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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
American Funds International Growth and Income Fun...Foreign Large Cap EquitiesMar 15, 20010.93%
2.70%
8.90%
7.98%
83
Columbia Select Global Equity FundGlobal EquitiesMay 28, 19901.25%
-0.65%
12.75%
9.33%
45
VY Invesco Oppenheimer Global PortfolioGlobal EquitiesApr 30, 20020.80%
-3.37%
11.19%
27.20%
44
Delaware Ivy Natural Resources FundEnergy EquitiesJan 1, 19971.82%
19.27%
8.39%
0.00%
97
CBRE Global Real Estate Income FundREITFeb 24, 20040.04%
8.12%
5.85%
15.79%
14
Hartford Multi-Asset Income FundDiversified PortfolioJul 21, 19960.74%
0.04%
6.01%
6.53%
80
Voya Emerging Markets High Dividend Equity FundEmerging Markets DiversifiedApr 26, 20110.01%
14.20%
10.95%
10.23%
95
Integrity High Income FundHigh Yield BondsApr 30, 20040.99%
-0.53%
5.65%
4.80%
93
Hartford Dividend and Growth Fund Class ADividendJul 22, 19960.96%
-1.50%
12.13%
12.79%
50
Federated Hermes Emerging Market Debt FundEmerging Markets BondsOct 1, 19961.18%
-1.55%
3.82%
0.80%
81
Voya High Yield Bond FundHigh Yield BondsDec 15, 19981.04%
-0.87%
4.23%
4.38%
68
Voya Intermediate Bond FundIntermediate Core-Plus BondDec 15, 19980.69%
0.15%
1.89%
3.55%
22
Asset Management Fund Large Cap Equity FundLarge Cap Blend EquitiesJun 30, 19531.71%
0.51%
10.74%
11.19%
51
Morgan Stanley India Investment FundEmerging Markets EquitiesFeb 25, 19940.01%
-12.53%
9.14%
9.09%
3
Voya Balanced Income PortfolioDiversified PortfolioApr 27, 20060.60%
-0.45%
6.14%
5.72%
8
Voya Multi-Manager International Equity FundForeign Large Cap EquitiesJan 6, 20110.95%
0.95%
7.00%
12.43%
60
Voya International Index PortfolioForeign Large Cap EquitiesMar 10, 20080.45%
2.33%
8.59%
2.17%
65
Voya MidCap Opportunities PortfolioMid Cap Growth EquitiesMay 5, 20000.66%
-6.46%
-2.19%
11.23%
7
Voya Retirement Growth PortfolioDiversified PortfolioApr 27, 20060.26%
-1.13%
9.20%
29.87%
57
Voya Russell Large Cap Index PortfolioLarge Cap Blend EquitiesMar 10, 20080.36%
-4.38%
14.78%
3.93%
43

Rows per page

3521–3540 of 7473

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.

0%Annualized Volatility0%Annualized Return

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