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
JNSSX	JPMorgan SmartRetirement 2025 Fund	Target Retirement Date	Jul 30, 2007	0.25%	4.87%	8.16%	6.92%	51
JNSTX	Janus Henderson Short Duration Flexible Bond Fund	Short-Term Bond	Sep 1, 1992	0.53%	1.50%	2.20%	4.86%	76
JNUSX	JPMorgan International Value Fund	Foreign Large Cap Equities	Nov 3, 1993	0.63%	11.40%	11.32%	2.62%	78
JNVMX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Dec 1, 2010	0.55%	11.43%	11.44%	2.72%	79
JNVSX	Jensen Quality Value Fund	Mid Cap Blend Equities	Mar 31, 2010	1.05%	1.94%	11.19%	11.04%	2
JOBEX	JPMorgan SmartRetirement Blend 2040 Fund	Target Retirement Date	Jul 1, 2012	0.30%	9.93%	10.35%	2.27%	67
JOEMX	JOHCM Emerging Markets Opportunities Fund	Emerging Markets Diversified	Nov 19, 2012	1.02%	17.30%	9.25%	3.43%	60
JOHIX	JOHCM International Select Fund	Foreign Large Cap Equities	Jul 28, 2009	0.98%	5.90%	7.61%	3.03%	21
JOMMX	JOHCM Emerging Markets Small Mid Cap Equity Fund	Emerging Markets Diversified	Dec 16, 2014	1.49%	18.83%	9.31%	10.76%	43
JOPPX	Johnson Opportunity Fund	Mid Cap Blend Equities	May 16, 1994	1.00%	11.23%	9.78%	4.41%	22
JOPSX	JOHCM International Opportunities Fund	Foreign Large Cap Equities	Sep 29, 2016	0.88%	11.40%	—	2.51%	32
JPDVX	JPMorgan Diversified Fund	Diversified Portfolio	Sep 9, 1993	0.60%	4.16%	8.32%	13.59%	25
JPGSX	JPMorgan U.S. GARP Equity Fund	Large Cap Growth Equities	Feb 28, 2003	0.59%	4.10%	18.07%	7.04%	24
JPHSX	JPMorgan Floating Rate Income Fund	Bank Loan	May 31, 2011	0.75%	1.49%	3.82%	6.90%	48
JPICX	JPMorgan California Tax Free Bond Fund	Municipal Bonds	Dec 22, 1996	0.70%	0.79%	1.43%	2.74%	67
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	10.92%	12.31%	5.81%	28
JPSRX	JPMorgan SmartRetirement Blend 2035 Fund	Target Retirement Date	Jul 1, 2012	0.29%	8.69%	10.23%	2.63%	67
JPTBX	JPMorgan SmartRetirement Blend 2055 Fund	Target Retirement Date	Jul 1, 2012	0.33%	11.45%	11.10%	1.99%	65
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	Jun 26, 2003	4.34%	2.41%	5.98%	13.04%	3
JRBEX	JPMorgan SmartRetirement Blend 2030 Fund	Target Retirement Date	Jul 1, 2012	0.32%	7.22%	8.40%	2.85%	67

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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