PortfoliosLab logoPortfoliosLab logo

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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
John Hancock Funds II Multimanager 2015 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.76%
5.77%
6.60%
80
John Hancock Funds Multi-Index Lifestyle Conservat...Diversified PortfolioDec 29, 20130.51%
-0.47%
4.13%
3.15%
67
John Hancock Funds II Multimanager 2020 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.69%
6.36%
6.17%
78
John Hancock Funds II Multimanager 2025 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.74%
7.17%
8.22%
76
John Hancock Funds II Multimanager 2030 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.58%
8.04%
8.38%
75
JAG Large Cap Growth FundLarge Cap Growth EquitiesDec 22, 20111.26%
-6.90%
14.99%
31.55%
54
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth EquitiesNov 30, 20100.44%
-7.31%
18.48%
11.91%
48
JPMorgan Large Cap Growth R4Large Cap Growth EquitiesSep 12, 20160.69%
-7.37%
12.36%
40
JPMorgan Large Cap Growth Fund Class R5Large Cap Growth Equities0.54%
-7.33%
18.36%
11.98%
26
John Hancock Funds Multi-Index Lifestyle Growth Po...Diversified PortfolioDec 29, 20130.32%
0.77%
9.08%
4.15%
75
John Hancock Funds II Multimanager 2035 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.28%
8.79%
8.79%
72
John Hancock Funds II Multimanager 2040 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.00%
9.48%
9.18%
70
John Hancock Funds II Multimanager 2045 Lifetime P...Target Retirement DateOct 29, 20060.42%
-0.18%
9.86%
9.26%
64
John Hancock Funds Multimanager 2050 Lifetime Port...Target Retirement DateApr 28, 20110.05%
-0.44%
9.73%
1.90%
32
John Hancock Funds Multimanager 2055 Lifetime Port...Target Retirement DateMar 25, 20140.05%
-0.45%
9.80%
1.88%
30
John Hancock Funds Multi-Index 2055 Lifetime Portf...Target Retirement DateMar 25, 20140.01%
-0.06%
10.59%
3.61%
78
John Hancock Funds Multi-Index Lifestyle Moderate ...Diversified PortfolioDec 29, 20130.45%
0.09%
5.69%
2.69%
69
JPMorgan U.S. Large Cap Core Plus FundLarge Cap Blend EquitiesNov 1, 20051.45%
-5.57%
15.55%
3.16%
60
Nuveen Mortgage and Income FundMortgage Backed SecuritiesNov 25, 20090.04%
3.77%
6.27%
10.01%
73
John Hancock Managed Account Shares Investment-Gra...Corporate BondsJul 8, 20190.00%
-0.66%
5.19%
49

Rows per page

3801–3820 of 7478

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...