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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ATVPX	Alger 35 Fund	Large Cap Growth Equities	Mar 29, 2018	0.55%	21.53%	—	17.49%	56
ATWYX	AB Tax-Managed Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.38%	12.28%	12.20%	3.93%	64
AUEIX	AQR Large Cap Defensive Style Fund	Large Cap Blend Equities	Jul 9, 2012	0.37%	5.72%	10.90%	21.47%	16
AUERX	Auer Growth Fund	Small Cap Blend Equities	Dec 28, 2007	2.37%	14.41%	16.13%	9.95%	83
AUGAX	Columbia Quality Income Fund	Intermediate Core-Plus Bond	Feb 14, 2002	0.89%	-0.21%	1.10%	4.17%	12
AUIAX	AB Equity Income Fund	Large Cap Value Equities	Oct 18, 1993	0.97%	14.14%	12.59%	7.02%	83
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	Jul 26, 2013	0.52%	5.47%	18.33%	10.05%	19
AUNYX	AB Municipal Bond Inflation Strategy	Municipal Bonds	Jan 25, 2010	0.50%	2.54%	3.19%	3.03%	92
AUUIX	AB Select US Equity Portfolio	Large Cap Blend Equities	Dec 8, 2011	1.21%	9.32%	16.27%	5.54%	70
AUXFX	Auxier Focus Fund	Large Cap Value Equities	Jul 9, 1999	0.92%	7.22%	10.12%	2.64%	63
AVAAX	AB Municipal Income Fund II Virginia Portfolio	Municipal Bonds	Apr 28, 1994	0.80%	1.80%	1.93%	3.12%	68
AVALX	Aegis Value Fund	Small Cap Value Equities	May 15, 1998	1.50%	14.52%	19.81%	2.04%	87
AVANX	Avantis International Small Cap Value Fund Class G	Foreign Small & Mid Cap Equities	Jan 20, 2021	—	15.83%	—	9.38%	82
AVDEX	Avantis International Equity Fund	Foreign Large Cap Equities	Dec 4, 2019	0.23%	11.37%	—	2.86%	50
AVDVX	Avantis International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Dec 3, 2019	0.36%	15.65%	—	9.06%	81
AVEAX	Ave Maria Focused Fund	Mid Cap Growth Equities	Apr 30, 2020	1.14%	11.17%	—	0.00%	6
AVEDX	Ave Maria Rising Dividend Fund	Large Cap Blend Equities	May 2, 2005	0.90%	-0.61%	10.62%	5.57%	2
AVEEX	Avantis Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 3, 2019	0.33%	27.08%	—	2.75%	85
AVEFX	Ave Maria Bond Fund	Diversified Portfolio	Apr 30, 2003	0.41%	0.79%	3.78%	3.49%	18
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	May 1, 2003	0.90%	18.74%	14.16%	4.81%	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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