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
JAMRX	Janus Henderson Research Fund Class I	Large Cap Growth Equities	May 3, 1993	0.64%	-9.06%	15.41%	13.17%	32
JAMVX	Janus Henderson VIT Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2003	0.67%	6.92%	9.22%	10.15%	50
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	Aug 31, 1992	0.70%	-4.39%	9.59%	8.71%	49
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	Sep 1, 1992	0.79%	-4.93%	11.86%	7.90%	21
JANFX	Janus Henderson Flexible Bond Fund	Intermediate Core-Plus Bond	Jul 7, 1987	0.57%	-0.54%	2.03%	4.35%	20
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	Feb 25, 2005	0.78%	0.38%	9.69%	11.19%	49
JANRX	Janus Henderson Global Select Fund	Global Equities	Jun 29, 2000	0.82%	0.47%	12.67%	10.66%	89
JANVX	Janus Henderson Venture Fund	Small Cap Growth Equities	Apr 30, 1985	0.78%	-1.39%	10.82%	5.56%	41
JANWX	Janus Henderson Global Research Fund	Global Equities	Feb 24, 2005	0.75%	-3.71%	12.83%	8.40%	60
JAREX	Easterly Global Real Estate Fund	REIT	Oct 25, 2009	1.36%	3.22%	4.58%	3.16%	19
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	May 1, 1997	1.20%	-10.19%	14.77%	15.20%	26
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	6.08%	9.20%	3.19%	57
JATAX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	1.00%	-5.05%	20.61%	14.97%	51
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	0.76%	-3.87%	21.00%	13.72%	60
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	Feb 25, 2005	0.91%	0.39%	9.59%	11.49%	48
JAVAX	James Aggressive Allocation Fund	Diversified Portfolio	Jun 30, 2015	1.01%	1.72%	7.39%	0.54%	83
JAWGX	Janus Henderson VIT Global Research Portfolio	Global Equities	Sep 12, 1993	0.64%	-3.72%	12.91%	9.59%	56
JAWWX	Janus Henderson Global Research Fund Class T	Global Equities	Feb 25, 2005	0.87%	-4.10%	12.68%	8.37%	54
JBALX	JPMorgan Global Allocation Fund Class A	Global Allocation	Dec 31, 1991	0.96%	-4.06%	10.39%	9.22%	48
JBSSX	JPMorgan SmartRetirement Blend 2025 Fund	Target Retirement Date	Jul 1, 2012	0.30%	0.24%	6.84%	3.52%	80

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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