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
IMLPX	MainGate MLP Fund	Energy Equities	Feb 16, 2011	1.44%	18.94%	11.14%	4.00%	57
IMNTX	Columbia Minnesota Tax-Exempt Fund	Municipal Bonds	Aug 17, 1986	0.77%	-0.13%	1.58%	3.14%	14
IMNYX	Western Asset Intermediate Maturity NY Municipals ...	Municipal Bonds	Dec 30, 1991	0.75%	0.06%	1.51%	2.67%	31
IMOAX	Transamerica Asset Allocation Moderate Portfolio F...	Diversified Portfolio	Feb 28, 2002	0.47%	-1.21%	6.38%	6.39%	73
IMRFX	Columbia Global Opportunities Fund	Global Allocation	Jan 22, 1985	1.15%	-0.68%	5.43%	17.99%	60
IMSCX	IMS Capital Value Fund	Large Cap Blend Equities	Aug 5, 1996	1.82%	-3.41%	10.46%	3.68%	50
IMSIX	IMS Strategic Income Fund	Tactical Allocation	Nov 4, 2002	1.95%	-1.03%	1.69%	8.72%	19
INDAX	ALPS/Kotak India ESG Fund	Asia Pacific Equities	Feb 13, 2011	1.33%	-14.14%	7.70%	6.55%	1
INDEX	Index Funds S&P 500 Equal Weight	Large Cap Blend Equities	Mar 9, 2017	0.25%	-3.14%	12.00%	1.07%	71
INDZX	Columbia Large Cap Value Fund	Large Cap Value Equities	Oct 15, 1990	0.97%	3.07%	12.36%	7.09%	86
INEAX	Columbia High Yield Bond Fund	High Yield Bonds	Dec 8, 1983	1.00%	-0.25%	4.75%	5.40%	92
INGIX	Voya U.S. Stock Index Portfolio	Large Cap Blend Equities	May 3, 2004	0.27%	-3.09%	13.92%	11.00%	38
INIVX	VanEck International Investors Gold Fund	Precious Metals	Feb 9, 1956	1.42%	13.81%	18.45%	5.28%	86
INPAX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 17, 2012	0.33%	0.07%	6.96%	4.87%	80
INPFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 18, 2012	0.66%	0.66%	7.06%	5.50%	87
INPIX	ProFunds Internet UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.48%	-16.52%	21.66%	0.00%	10
INSAX	Catalyst Insider Buying Fund	Large Cap Growth Equities	Jul 29, 2011	1.53%	-10.81%	4.99%	0.00%	9
INTAX	Columbia Strategic Municipal Income Fund	Municipal Bonds	Nov 23, 1976	0.78%	0.20%	2.15%	3.78%	13
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	Aug 1, 1988	1.06%	5.73%	10.10%	7.67%	83
IOBZX	ICON FlexibleBondFund	Multisector Bonds	May 5, 2004	0.76%	-0.69%	4.09%	5.77%	66

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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