Mutual Fund Screener

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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
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	Nov 30, 2010	0.44%	2.78%	19.79%	10.74%	10
JLGQX	JPMorgan Large Cap Growth R4	Large Cap Growth Equities	Sep 12, 2016	0.69%	2.65%	—	11.15%	10
JLGSX	John Hancock Funds Multi-Index Lifestyle Growth Po...	Diversified Portfolio	Dec 29, 2013	0.32%	10.18%	9.70%	3.79%	65
JLHAX	John Hancock Funds II Multimanager 2035 Lifetime P...	Target Retirement Date	Oct 29, 2006	0.42%	8.98%	9.39%	8.08%	56
JLIAX	John Hancock Funds II Multimanager 2040 Lifetime P...	Target Retirement Date	Oct 29, 2006	0.42%	10.07%	10.22%	8.34%	54
JLJAX	John Hancock Funds II Multimanager 2045 Lifetime P...	Target Retirement Date	Oct 29, 2006	0.42%	10.98%	10.72%	8.33%	52
JLKOX	John Hancock Funds Multimanager 2050 Lifetime Port...	Target Retirement Date	Apr 28, 2011	0.05%	11.93%	10.72%	1.69%	29
JLKUX	John Hancock Funds Multimanager 2055 Lifetime Port...	Target Retirement Date	Mar 25, 2014	0.05%	11.94%	10.79%	1.67%	34
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	Mar 25, 2014	0.01%	11.51%	11.44%	3.23%	62
JLMRX	John Hancock Funds Multi-Index Lifestyle Moderate ...	Diversified Portfolio	Dec 29, 2013	0.45%	5.57%	5.90%	3.00%	66
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund	Large Cap Blend Equities	Nov 1, 2005	1.45%	6.54%	16.81%	2.80%	29
JMABX	John Hancock Managed Account Shares Investment-Gra...	Corporate Bonds	Jul 8, 2019	0.00%	1.08%	—	5.62%	43
JMADX	John Hancock Managed Account Shares Non-Investment...	High Yield Bonds	Jul 9, 2019	0.00%	2.22%	—	6.93%	58
JMCRX	James Micro Cap Fund	Small Cap Value Equities	Jul 1, 2010	1.51%	18.34%	9.61%	0.86%	40
JMENX	John Hancock Multimanager 2060 Lifetime Portfolio	Target Retirement Date	Mar 29, 2016	0.12%	11.93%	—	5.43%	53
JMGIX	JPMorgan Managed Income Fund	Ultrashort Bond	Sep 30, 2010	0.25%	1.60%	2.49%	4.11%	98
JMGMX	JPMorgan Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Nov 1, 2011	0.65%	7.81%	14.38%	8.39%	10
JMGRX	Janus Enterprise Fund Class I	Mid Cap Growth Equities	Sep 1, 1992	0.76%	8.85%	12.97%	6.85%	18
JMIEX	JPMorgan Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 14, 1993	0.90%	26.78%	11.17%	1.07%	85
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	Dec 31, 1997	1.75%	1.22%	13.98%	0.50%	51

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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