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
IOEZX	ICON Equity Income Fund	Diversified Portfolio	May 9, 2004	1.00%	11.97%	8.72%	2.43%	85
IOFIX	AlphaCentric Income Opportunities Fund	Multisector Bonds	May 27, 2015	1.65%	-0.14%	1.79%	8.30%	44
IOLZX	ICON Equity Fund	Large Cap Growth Equities	Oct 17, 2002	1.04%	4.59%	12.63%	10.22%	60
IOSIX	Voya Global Bond Portfolio	Global Bonds	Nov 7, 2004	0.67%	-1.61%	0.67%	3.04%	10
IPBAX	Allspring Real Return Fund	Inflation-Protected Bonds	Feb 27, 2003	0.78%	12.32%	4.94%	2.32%	96
IPEIX	Voya Large Cap Value Portfolio	Large Cap Value Equities	May 11, 2007	0.64%	—	—	29.40%	—
IPFCX	Poplar Forest Cornerstone Fund	Diversified Portfolio	Dec 30, 2014	0.90%	1.75%	9.04%	9.25%	67
IPFPX	Poplar Forest Partners Fund	Large Cap Value Equities	Dec 31, 2009	0.95%	2.71%	9.93%	9.22%	69
IPHYX	Voya High Yield Portfolio	High Yield Bonds	May 3, 2004	0.73%	-0.69%	4.64%	3.93%	63
IPIIX	Voya Intermediate Bond Portfolio	Intermediate Core-Plus Bond	May 23, 1973	0.55%	-0.15%	2.01%	3.50%	20
IPIRX	Voya Global Perspectives Portfolio	Global Allocation	Apr 30, 2013	0.20%	-0.11%	5.76%	5.65%	54
IPLIX	Voya Index Plus LargeCap Portfolio	Large Cap Blend Equities	Sep 16, 1996	0.55%	-3.44%	13.41%	11.24%	38
IPMIX	Voya Index Plus MidCap Portfolio	Mid Cap Blend Equities	Dec 16, 1997	0.60%	3.96%	10.02%	7.30%	32
IPOAX	Delaware Ivy Systematic Emerging Markets Equity Fu...	Emerging Markets Diversified	Oct 24, 1993	1.15%	6.00%	8.72%	9.44%	71
IPSAX	IPS Strategic Capital Absolute Return Fund	Options Trading	Apr 14, 2016	1.50%	-7.43%	—	16.00%	7
IPSHX	Pinnacle Sherman Multi-Strategy Core Fund	Tactical Allocation	Sep 30, 2015	1.24%	4.56%	6.83%	3.17%	81
IPSIX	Voya Index Plus SmallCap Portfolio	Small Cap Blend Equities	Dec 19, 1997	0.60%	5.15%	9.57%	5.44%	34
IRCPX	Voya Retirement Conservative Portfolio	Diversified Portfolio	Oct 30, 2007	0.28%	-0.27%	4.24%	17.21%	70
IRCZX	AB International Small Cap Portfolio	Foreign Small & Mid Cap Equities	Dec 20, 2015	1.07%	6.09%	8.45%	14.55%	92
IRFIX	Cohen & Steers International Realty Fund	REIT	Mar 30, 2005	1.00%	-1.75%	2.71%	6.28%	41

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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