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
JCBCX	JPMorgan California Tax Free Bond Fund Class C	Municipal Bonds	Feb 19, 2005	1.05%	-0.39%	0.83%	2.40%	13
JCBUX	JPMorgan Core Bond Fund Class R6	Intermediate Core Bond	Feb 22, 2005	0.33%	0.15%	2.14%	4.20%	28
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	Dec 20, 2013	0.98%	1.67%	9.49%	4.45%	30
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	Mar 27, 2007	1.00%	-4.26%	11.81%	8.71%	49
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	0.91%	11.00%	6.10%	44
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	Feb 23, 2005	0.38%	0.39%	2.51%	5.04%	36
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	Commodities	Jun 28, 2010	1.36%	21.48%	9.15%	7.25%	97
JDBAX	Janus Henderson Balanced Fund Class A	Diversified Portfolio	Sep 1, 1992	0.89%	-4.12%	10.22%	9.04%	61
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Sep 10, 2001	0.35%	-3.87%	14.99%	5.54%	73
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Mar 24, 2003	0.25%	-3.88%	15.11%	5.63%	72
JDIAX	Janus Henderson Overseas Fund Class A	Foreign Large Cap Equities	May 2, 1994	1.16%	1.26%	10.25%	0.96%	79
JDIEX	Easterly Hedged Equity Fund	Options Trading	Jul 30, 2015	1.26%	0.73%	8.24%	0.00%	84
JDIUX	John Hancock Disciplined Value International Fund	Foreign Large Cap Equities	Dec 29, 2011	0.84%	4.02%	9.00%	8.61%	89
JDJIX	JHancock Diversified Macro Fund	Macro Trading	Jul 28, 2019	1.39%	5.77%	—	0.29%	2
JDMNX	Janus Henderson Enterprise Fund Class N	Mid Cap Growth Equities	Sep 1, 1992	0.66%	-4.71%	12.03%	7.83%	25
JDVWX	John Hancock Disciplined Value Fund	Large Cap Value Equities	Jan 16, 1997	0.60%	3.15%	11.83%	6.52%	77
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	May 1, 2000	0.45%	3.83%	—	8.51%	26
JEEIX	JHancock Infrastructure Fund	Energy Equities	Dec 19, 2013	0.95%	13.77%	9.79%	2.10%	95
JEGI.L	JPMorgan European Growth & Income plc	Europe Equities	Mar 15, 1929	0.66%	2.40%	5.82%	3.52%	82
JELBX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.17%	-0.55%	4.14%	6.82%	33

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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