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
ITRAX	VY® T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Dec 16, 2003	1.24%	-2.76%	9.99%	17.82%	21
IUAIX	VY Invesco Equity and Income Portfolio	Diversified Portfolio	Dec 9, 2001	0.64%	1.13%	8.93%	37.14%	43
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	2.88%	8.51%	4.43%	57
IUTIX	Columbia U.S. Treasury Index Fund	Government Bonds	Jun 3, 1991	0.16%	-0.21%	0.72%	3.35%	8
IVCSX	Voya Small Company Portfolio	Small Cap Blend Equities	Dec 27, 1996	0.90%	-1.77%	8.24%	16.28%	16
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	Jun 3, 2008	0.86%	7.40%	7.23%	3.08%	94
IVGSX	VY Invesco Growth and Income Portfolio	Large Cap Value Equities	Oct 4, 1993	0.86%	1.01%	11.00%	23.33%	42
IVGTX	VY Morgan Stanley Global Franchise Portfolio	Global Equities	Apr 30, 2002	1.20%	-11.17%	7.39%	48.18%	1
IVIAX	Delaware Ivy International Core Equity Fund	Foreign Large Cap Equities	May 13, 1997	1.04%	-5.68%	6.42%	12.78%	22
IVINX	Delaware Ivy Global Growth Fund	Global Equities	Apr 29, 1986	1.28%	-3.23%	10.41%	9.20%	40
IVKIX	VY Invesco Comstock Portfolio	Large Cap Value Equities	May 1, 2002	0.70%	1.66%	14.12%	12.42%	41
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	Oct 13, 2020	0.29%	-4.06%	—	1.36%	55
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	Oct 1, 2014	0.83%	0.66%	9.97%	15.62%	27
IVRSX	VY CBRE Real Estate Portfolio	REIT	Jan 24, 1989	0.93%	6.64%	4.71%	4.61%	16
IVSIX	Delaware Ivy Global Bond Fund	Global Bonds	Apr 3, 2008	0.72%	-0.19%	3.07%	4.02%	24
IVSOX	Voya SmallCap Opportunities Portfolio	Small Cap Growth Equities	May 6, 1994	0.85%	-1.31%	9.37%	2.37%	32
IWIRX	Guinness Atkinson Global Innovators Fund	Large Cap Growth Equities	Dec 15, 1998	1.24%	-4.73%	12.68%	17.62%	46
IYSAX	Delaware Ivy Smid Cap Core Fund	Small Cap Blend Equities	Jan 31, 1997	1.14%	2.78%	9.91%	1.86%	53
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	Jan 1, 2009	0.72%	3.25%	4.10%	1.48%	97
JAAGX	Janus Henderson VIT Enterprise Portfolio	Mid Cap Growth Equities	Sep 13, 1993	0.71%	-4.86%	12.03%	8.39%	19

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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