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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ASIEX	American Century Strategic Income Fund	Multisector Bonds	Jul 27, 2014	0.73%	0.70%	3.59%	5.32%	36
ASILX	AB Select US Long/Short Portfolio	Long-Short	Dec 11, 2012	1.55%	4.48%	9.14%	12.59%	77
ASMNX	AQR Small Cap Momentum Style Fund Class N	Small Cap Growth Equities	Dec 17, 2012	0.88%	—	—	7.75%	—
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	Jul 9, 2009	0.61%	—	—	7.88%	—
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	Jul 31, 1998	0.85%	21.83%	9.96%	2.04%	74
ASRAX	Invesco Global Real Estate Income Fund	REIT	May 30, 2002	1.20%	8.11%	3.05%	2.42%	15
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	Aug 6, 2009	0.53%	1.00%	1.57%	2.74%	78
ASTIX	Astor Dynamic Allocation Fund	Tactical Allocation	Oct 18, 2009	1.15%	7.46%	7.02%	6.98%	94
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	Jul 31, 1998	1.09%	17.31%	10.41%	11.91%	27
ATACX	ATAC Rotation Fund	Tactical Allocation	Sep 9, 2012	1.74%	13.87%	8.01%	1.62%	25
ATCSX	Anchor Risk Managed Credit Strategies Fund	Nontraditional Bonds	Sep 28, 2015	4.58%	3.21%	1.56%	9.50%	42
ATESX	Anchor Risk Managed Equity Strategies Fund	Long-Short	Sep 5, 2016	2.10%	8.58%	—	0.00%	22
ATGAX	Aquila Opportunity Growth Fund	Mid Cap Blend Equities	Jul 22, 1994	1.50%	—	—	0.00%	—
ATGSX	Anchor Risk Managed Global Strategies Fund	Long-Short	Jan 14, 2019	2.25%	—	—	0.95%	—
ATLAX	Atlas U.S. Tactical Income Fund	Diversified Portfolio	Sep 29, 2015	1.18%	0.42%	-0.19%	4.97%	39
ATOIX	abrdn Ultra Short Municipal Income Fund	Municipal Bonds	Dec 4, 2002	0.44%	1.01%	1.79%	2.98%	99
ATPYX	Aquila High Income Fund	High Yield Bonds	Jun 1, 2006	0.98%	—	—	0.49%	—
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	Jul 31, 2014	1.77%	0.83%	5.97%	0.49%	11
ATTIX	American Century One Choice In Retirement Portfoli...	Target Retirement Date	Aug 31, 2004	0.56%	4.31%	6.01%	5.64%	50
ATTYX	AB Tax-Aware Fixed Income Opportunities Portfolio	Municipal Bonds	Dec 10, 2013	0.50%	1.88%	2.62%	3.91%	69

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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