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
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	Jul 7, 1987	0.57%	0.43%	1.97%	4.68%	20
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	Feb 25, 2005	0.78%	16.98%	10.89%	9.60%	50
JANRX	Janus Henderson Global Select Fund	Global Equities	Jun 29, 2000	0.82%	9.30%	13.58%	9.79%	37
JANVX	Janus Henderson Venture Fund	Small Cap Growth Equities	Apr 30, 1985	0.78%	17.03%	12.10%	4.68%	49
JANWX	Janus Henderson Global Research Fund	Global Equities	Feb 24, 2005	0.75%	8.97%	14.03%	7.43%	34
JAREX	Easterly Global Real Estate Fund	REIT	Oct 25, 2009	1.36%	12.15%	5.06%	2.87%	9
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	May 1, 1997	1.20%	2.78%	16.11%	13.28%	10
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	19.02%	10.23%	2.85%	62
JATAX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	1.00%	26.17%	23.64%	11.27%	50
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	0.76%	26.30%	23.90%	10.44%	50
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	Feb 25, 2005	0.91%	16.89%	10.78%	9.87%	49
JAVAX	James Aggressive Allocation Fund	Diversified Portfolio	Jun 30, 2015	1.01%	11.66%	7.95%	0.50%	78
JAWGX	Janus Henderson VIT Global Research Portfolio	Global Equities	Sep 12, 1993	0.64%	8.93%	14.11%	8.77%	34
JAWWX	Janus Henderson Global Research Fund Class T	Global Equities	Feb 25, 2005	0.87%	8.90%	13.92%	7.37%	34
JBSSX	JPMorgan SmartRetirement Blend 2025 Fund	Target Retirement Date	Jul 1, 2012	0.30%	5.75%	7.11%	3.34%	69
JCBCX	JPMorgan California Tax Free Bond Fund Class C	Municipal Bonds	Feb 19, 2005	1.05%	0.70%	0.85%	2.31%	64
JCBUX	JPMorgan Core Bond Fund Class R6	Intermediate Core Bond	Feb 22, 2005	0.33%	0.68%	1.96%	4.25%	22
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	Dec 20, 2013	0.98%	26.53%	11.15%	3.58%	56
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	Mar 27, 2007	1.00%	7.04%	12.28%	8.24%	28
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	10.64%	11.77%	5.57%	26

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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