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
IIRMX	Voya Russell Mid Cap Index Portfolio	Mid Cap Blend Equities	Mar 10, 2008	0.40%	2.63%	10.62%	12.85%	32
IIRSX	Voya Russell Small Cap Index Portfolio	Small Cap Blend Equities	Mar 10, 2008	0.45%	2.82%	9.87%	11.97%	37
IISBX	Voya Short Term Bond Fund	Short-Term Bond	Dec 19, 2012	0.35%	-0.14%	1.98%	3.07%	55
IISIX	Voya Strategic Income Opportunities Fund	Nontraditional Bonds	Nov 1, 2012	0.61%	-0.40%	3.40%	3.24%	56
IISNX	Voya Index Solution 2055 Portfolio	Target Retirement Date	Mar 7, 2010	0.22%	-0.50%	10.83%	1.65%	63
IISPX	Voya Solution 2055 Portfolio	Target Retirement Date	Mar 7, 2010	0.19%	-1.06%	10.47%	8.67%	59
IIVAX	Transamerica Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 2001	1.23%	3.96%	9.89%	10.18%	52
IIVGX	Voya Growth and Income Portfolio	Large Cap Blend Equities	Dec 31, 1979	0.66%	-5.85%	13.33%	1.43%	16
IIXIX	Catalyst Insider Income Fund	Short-Term Bond	Jul 29, 2014	0.75%	0.41%	3.45%	4.68%	93
IJMIX	VY JPMorgan Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.88%	3.18%	8.71%	15.24%	18
IJPIX	VY JPMorgan Emerging Markets Equity Portfolio	Emerging Markets Diversified	Feb 17, 1998	1.51%	6.68%	9.31%	24.26%	86
IJSSX	VY JPMorgan Small Cap Core Equity Portfolio	Small Cap Blend Equities	May 1, 2002	1.11%	0.91%	11.15%	14.51%	17
ILBAX	Voya U.S. Bond Index Portfolio	Intermediate Core Bond	Mar 7, 2008	0.36%	-0.25%	1.01%	2.61%	12
ILGCX	Columbia Integrated Large Cap Growth Fund Class A	Large Cap Growth Equities	May 27, 2014	0.79%	-8.30%	—	151.73%	11
ILMBX	Voya Limited Maturity Bond Portfolio	Short-Term Bond	Jan 24, 1989	0.53%	-0.16%	1.65%	2.81%	43
IMANX	Iman Fund	Large Cap Growth Equities	Jun 30, 2000	1.28%	1.74%	12.79%	0.12%	80
IMCDX	Voya Emerging Markets Corporate Debt Fund	Emerging Markets Bonds	Aug 8, 2012	0.10%	—	—	0.00%	—
IMCVX	Voya Multi-Manager Mid Cap Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.78%	4.66%	9.33%	8.80%	23
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 31, 2012	0.79%	3.24%	11.14%	12.86%	19
IMLAX	Transamerica Asset Allocation Moderate Growth Port...	Diversified Portfolio	Feb 28, 2002	0.47%	-1.70%	8.10%	7.02%	75

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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