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
JRTVX	John Hancock Funds Multi-Index 2040 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.27%	0.45%	—	2.95%	77
JRTYX	John Hancock Funds Multi-Index 2050 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.26%	-0.12%	—	3.03%	80
JSASX	JPMorgan SmartRetirement 2045 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.82%	10.99%	5.34%	65
JSCGX	Jacob Small Cap Growth Fund	Small Cap Growth Equities	Feb 1, 2010	1.97%	-26.09%	7.92%	0.00%	14
JSDSX	JPMorgan Short Duration Core Plus Fund	Short-Term Bond	Mar 1, 2013	0.60%	-0.09%	3.56%	3.91%	86
JSDUX	JPMorgan Short Duration Bond Fund Class R6	Short-Term Bond	Feb 22, 2005	0.28%	-0.07%	2.35%	3.93%	87
JSGIX	John Hancock Funds III U.S. Growth Fund	Large Cap Growth Equities	Dec 19, 2011	0.71%	-8.60%	15.94%	10.01%	51
JSIVX	Janus Henderson Small Cap Value Fund	Small Cap Value Equities	Feb 14, 1985	0.81%	4.72%	8.97%	3.89%	53
JSJIX	John Hancock Funds Small Cap Growth Fund	Small Cap Growth Equities	Oct 28, 2005	1.03%	1.76%	—	10.93%	29
JSMSX	JPMorgan SmartRetirement 2030 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.51%	9.43%	5.88%	67
JSNIX	JHancock Short Duration Bond Fund	Short-Term Bond	Jul 16, 2019	0.40%	-0.28%	—	4.50%	85
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	Total Bond Market	Oct 10, 2008	0.77%	0.50%	3.30%	3.74%	100
JSRSX	JPMorgan SmartRetirement Income Fund	Target Retirement Date	May 14, 2006	0.22%	-0.24%	6.79%	4.84%	63
JSVIX	Easterly Income Opportunities Fund	Multisector Bonds	Aug 20, 2018	1.48%	0.15%	—	5.04%	93
JTSSX	JPMorgan SmartRetirement 2050 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.91%	10.11%	5.20%	72
JUCIX	Janus Henderson Absolute Return Income Opportuniti...	Nontraditional Bonds	May 26, 2014	0.71%	0.30%	2.54%	4.87%	96
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	Sep 17, 1993	0.44%	-6.56%	15.03%	6.36%	57
JUESX	JPMorgan US Equity Fund Class I	Large Cap Blend Equities	—	0.69%	-6.59%	14.73%	6.14%	38
JUSSX	JPMorgan U.S. Small Company Fund	Small Cap Blend Equities	Nov 4, 1993	0.81%	2.93%	10.57%	7.94%	60
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	Feb 28, 2005	0.79%	0.66%	11.23%	12.62%	46

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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