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
JMADX	John Hancock Managed Account Shares Non-Investment...	High Yield Bonds	Jul 9, 2019	0.00%	-0.65%	—	6.57%	77
JMCRX	James Micro Cap Fund	Small Cap Value Equities	Jul 1, 2010	1.51%	7.57%	8.64%	0.95%	62
JMENX	John Hancock Multimanager 2060 Lifetime Portfolio	Target Retirement Date	Mar 29, 2016	0.12%	-0.46%	—	6.11%	65
JMGIX	JPMorgan Managed Income Fund	Ultrashort Bond	Sep 30, 2010	0.25%	0.35%	2.37%	3.88%	98
JMGMX	JPMorgan Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Nov 1, 2011	0.65%	-4.08%	13.16%	9.43%	35
JMGRX	Janus Enterprise Fund Class I	Mid Cap Growth Equities	Sep 1, 1992	0.76%	-4.73%	11.93%	7.83%	21
JMIEX	JPMorgan Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 14, 1993	0.90%	6.34%	9.91%	1.28%	94
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	Dec 31, 1997	1.75%	-9.93%	12.42%	0.56%	60
JMKIX	John Hancock Funds Emerging Markets Debt Fund	Emerging Markets Bonds	Dec 30, 2009	0.87%	-1.33%	3.93%	5.31%	57
JMM	Nuveen Multi-Market Income Fund	Multisector Bonds	Dec 30, 1988	0.04%	-0.90%	3.39%	5.90%	5
JMSCX	Janus Henderson Global Allocation Fund - Conservat...	Global Allocation	Dec 29, 2005	0.27%	-0.86%	4.54%	2.36%	72
JMSIX	JPMorgan Income Fund	Multisector Bonds	Jun 1, 2014	0.40%	-0.17%	3.91%	5.52%	93
JMSSX	JPMorgan SmartRetirement Blend 2045 Fund	Target Retirement Date	Jul 1, 2012	0.32%	0.05%	9.99%	2.27%	73
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	Sep 17, 1993	0.57%	-6.60%	14.90%	6.29%	55
JMUIX	Janus Henderson Multi-Sector Income Fund	Multisector Bonds	Feb 27, 2014	0.69%	-0.19%	4.63%	6.62%	91
JMUNX	Johnson Municipal Income Fund	Municipal Bonds	May 15, 1994	0.65%	-0.56%	1.33%	2.66%	9
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	Nov 13, 1997	0.60%	3.26%	—	20.63%	32
JNBAX	JPMorgan Income Builder Fund Class A	Global Allocation	May 31, 2007	0.75%	0.49%	5.72%	5.14%	77
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	May 30, 2007	0.60%	0.51%	5.90%	5.26%	86
JNEAX	JPMorgan SmartRetirement Blend 2050 Fund	Target Retirement Date	Jul 1, 2012	0.33%	0.05%	10.29%	2.24%	76

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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