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
ASDVX	American Century Short Duration Strategic Income F...	Short-Term Bond	Jul 28, 2014	0.53%	-0.09%	3.07%	4.44%	93
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	Jul 30, 2010	1.47%	8.01%	2.00%	1.41%	8
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	Jul 29, 2020	1.65%	5.15%	—	11.07%	88
ASHAX	Virtus Newfleet Short Duration High Income Fund Cl...	Short-Term Bond	Feb 1, 2017	0.86%	-0.32%	4.83%	5.82%	81
ASHIX	Virtus Short Duration High Income Fund	High Yield Bonds	Oct 3, 2011	0.60%	-0.29%	5.17%	6.11%	85
ASIAX	Invesco EQV Asia Pacific Equity Fund	Asia Pacific Equities	Nov 2, 1997	1.45%	0.75%	7.37%	21.25%	81
ASIEX	American Century Strategic Income Fund	Multisector Bonds	Jul 27, 2014	0.73%	-0.60%	3.70%	4.99%	60
ASILX	AB Select US Long/Short Portfolio	Long-Short	Dec 11, 2012	1.55%	-1.38%	8.54%	13.33%	67
ASMNX	AQR Small Cap Momentum Style Fund Class N	Small Cap Growth Equities	Dec 17, 2012	0.88%	3.08%	11.45%	7.81%	58
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	Jul 9, 2009	0.61%	3.17%	11.70%	7.87%	57
ASPGX	Astor Sector Allocation Fund	Tactical Allocation	Nov 29, 2011	1.62%	—	—	23.62%	—
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	Jul 31, 1998	0.85%	2.42%	8.26%	2.42%	53
ASRAX	Invesco Global Real Estate Income Fund	REIT	May 30, 2002	1.20%	3.46%	2.81%	2.53%	27
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	Aug 6, 2009	0.53%	0.32%	1.53%	2.75%	82
ASTIX	Astor Dynamic Allocation Fund	Tactical Allocation	Oct 18, 2009	1.15%	—	—	7.80%	—
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	Jul 31, 1998	1.09%	3.96%	9.58%	13.44%	8
ATACX	ATAC Rotation Fund	Tactical Allocation	Sep 9, 2012	1.74%	3.81%	6.82%	1.78%	59
ATCSX	Anchor Risk Managed Credit Strategies Fund	Nontraditional Bonds	Sep 28, 2015	4.58%	-0.22%	1.20%	9.83%	33
ATESX	Anchor Risk Managed Equity Strategies Fund	Long-Short	Sep 5, 2016	2.10%	-1.24%	—	0.00%	28
ATGAX	Aquila Opportunity Growth Fund	Mid Cap Blend Equities	Jul 22, 1994	1.50%	4.10%	8.58%	5.51%	65

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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