Mutual Fund Screener

See Documentation

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
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	—	0.99%	26.74%	11.06%	0.99%	85
JEMUX	John Hancock Variable Insurance Trust Mid Value Tr...	Mid Cap Value Equities	Apr 28, 2005	0.93%	19.89%	—	18.89%	80
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	Emerging Markets Equities	Dec 23, 2013	0.74%	26.85%	11.28%	1.12%	85
JENHX	Johnson Enhanced Return Fund	Large Cap Blend Equities	Dec 30, 2005	0.35%	8.36%	13.95%	18.25%	48
JENSX	Jensen Quality Growth Fund	Large Cap Blend Equities	Aug 3, 1992	0.81%	0.50%	9.13%	38.18%	5
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	3.09%	—	7.70%	17
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	Aug 31, 2018	0.59%	3.15%	—	7.96%	19
JEQAX	John Hancock Variable Insurance Trust Fundamental ...	Large Cap Growth Equities	May 4, 2003	0.76%	0.75%	—	12.23%	7
JEQIX	Johnson Equity Income Fund	Large Cap Blend Equities	Dec 30, 2005	1.00%	3.79%	11.72%	4.03%	25
JERIX	Janus Henderson Global Real Estate Fund	REIT	Nov 27, 2007	1.03%	11.63%	6.04%	3.08%	30
JESGX	John Hancock Variable Insurance Trust Small Cap St...	Small Cap Growth Equities	May 1, 2005	1.12%	15.80%	—	0.06%	66
JESIX	John Hancock Variable Insurance Trust Small Cap In...	Small Cap Blend Equities	May 1, 2000	0.53%	21.24%	—	5.89%	85
JESTX	John Hancock Variable Insurance Trust Science & Te...	Technology Equities	Dec 31, 1996	1.04%	22.67%	—	17.90%	53
JESVX	John Hancock Variable Insurance Trust Small Cap Va...	Small Cap Value Equities	Apr 28, 2005	1.04%	26.18%	—	9.29%	76
JETSX	John Hancock Variable Insurance Trust Total Stock ...	Large Cap Blend Equities	May 1, 2000	0.49%	10.06%	—	2.46%	67
JEVNX	John Hancock Funds II Emerging Markets Fund	Emerging Markets Diversified	Apr 30, 2007	1.00%	16.91%	8.13%	9.34%	80
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	Jun 1, 2011	0.83%	0.58%	14.17%	10.64%	6
JFEAX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Sep 28, 2001	1.00%	11.21%	10.92%	2.48%	77
JFFSX	JPMorgan SmartRetirement 2055 Fund	Target Retirement Date	Jan 30, 2012	0.25%	9.29%	11.57%	4.32%	42
JFIIX	John Hancock Funds Floating Rate Income Fund	Bank Loan	Jan 1, 2008	0.78%	0.87%	4.40%	6.56%	47

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.

Loading charts...

Time Period