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
ATGSX	Anchor Risk Managed Global Strategies Fund	Long-Short	Jan 14, 2019	2.25%	—	—	0.95%	—
ATLAX	Atlas U.S. Tactical Income Fund	Diversified Portfolio	Sep 29, 2015	1.18%	-0.78%	-0.18%	5.28%	57
ATOIX	abrdn Ultra Short Municipal Income Fund	Municipal Bonds	Dec 4, 2002	0.44%	0.35%	1.73%	2.90%	100
ATPYX	Aquila High Income Fund	High Yield Bonds	Jun 1, 2006	0.98%	-0.52%	3.88%	5.21%	79
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	Jul 31, 2014	1.77%	-19.37%	3.68%	0.81%	1
ATTIX	American Century One Choice In Retirement Portfoli...	Target Retirement Date	Aug 31, 2004	0.56%	-0.42%	5.68%	8.97%	56
ATTYX	AB Tax-Aware Fixed Income Opportunities Portfolio	Municipal Bonds	Dec 10, 2013	0.50%	-0.12%	2.62%	3.98%	32
ATVPX	Alger 35 Fund	Large Cap Growth Equities	Mar 29, 2018	0.55%	-6.99%	—	22.85%	76
ATWYX	AB Tax-Managed Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.38%	-0.74%	10.93%	4.44%	65
AUEIX	AQR Large Cap Defensive Style Fund	Large Cap Blend Equities	Jul 9, 2012	0.37%	2.15%	10.64%	22.22%	10
AUERX	Auer Growth Fund	Small Cap Blend Equities	Dec 28, 2007	2.37%	3.97%	14.91%	10.95%	91
AUGAX	Columbia Quality Income Fund	Intermediate Core-Plus Bond	Feb 14, 2002	0.89%	0.04%	1.21%	3.86%	33
AUIAX	AB Equity Income Fund	Large Cap Value Equities	Oct 18, 1993	0.97%	-0.08%	11.23%	8.03%	50
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	Jul 26, 2013	0.52%	-7.72%	16.71%	11.48%	24
AUNYX	AB Municipal Bond Inflation Strategy	Municipal Bonds	Jan 25, 2010	0.50%	1.04%	3.06%	3.27%	64
AUUIX	AB Select US Equity Portfolio	Large Cap Blend Equities	Dec 8, 2011	1.21%	-3.27%	14.97%	6.26%	46
AUXFX	Auxier Focus Fund	Large Cap Value Equities	Jul 9, 1999	0.92%	2.28%	9.67%	2.77%	47
AVAAX	AB Municipal Income Fund II Virginia Portfolio	Municipal Bonds	Apr 28, 1994	0.80%	-0.15%	1.92%	3.15%	24
AVALX	Aegis Value Fund	Small Cap Value Equities	May 15, 1998	1.50%	16.01%	21.90%	2.02%	98
AVDEX	Avantis International Equity Fund	Foreign Large Cap Equities	Dec 4, 2019	0.23%	3.94%	—	3.07%	88

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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