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
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	Jan 2, 1997	0.76%	3.07%	11.72%	6.44%	88
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	Jun 2, 1997	0.87%	2.07%	10.42%	9.05%	64
JVMRX	John Hancock Disciplined Value Mid Cap Fund Class ...	Mid Cap Value Equities	Sep 1, 2011	0.74%	1.53%	10.35%	9.22%	26
JVSIX	Janus Henderson Small-Mid Cap Value Fund	Mid Cap Value Equities	Dec 15, 2011	0.81%	3.29%	8.95%	9.02%	41
KAMIX	Kensington Managed Income Fund	Nontraditional Bonds	May 30, 2019	1.36%	0.05%	—	5.69%	75
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	Feb 21, 1986	1.96%	-6.94%	10.89%	11.57%	33
KBIWX	KBI Global Investors Aquarius Fund	Energy Equities	Oct 11, 2018	1.10%	1.64%	—	8.78%	31
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	Feb 27, 2015	0.71%	-0.79%	1.64%	3.04%	16
KCEIX	Knights of Columbus Long/Short Equity Fund	Long-Short	Dec 1, 2019	1.50%	2.80%	—	1.20%	80
KCGIX	Knights of Columbus Large Cap Growth Fund	Large Cap Growth Equities	Feb 27, 2015	0.90%	-6.41%	13.62%	6.43%	66
KCIIX	Knights of Columbus International Equity Fund	Foreign Large Cap Equities	Feb 27, 2015	1.21%	2.73%	9.43%	3.12%	72
KCLIX	Knights of Columbus Limited Duration Fund	Short-Term Bond	Feb 27, 2015	0.71%	-0.72%	1.99%	3.12%	61
KCRIX	Knights of Columbus Real Estate Fund	REIT	Sep 30, 2019	1.16%	4.96%	—	1.77%	11
KCSIX	Knights of Columbus Small Cap Fund	Small Cap Blend Equities	Feb 27, 2015	1.05%	5.93%	9.86%	11.06%	83
KCTAX	DWS California Tax	Municipal Bonds	Feb 16, 1983	0.76%	0.27%	1.47%	3.87%	14
KCVIX	Knights of Columbus Large Cap Value Fund	Large Cap Value Equities	Feb 27, 2015	0.90%	5.77%	12.28%	8.07%	92
KCXIX	Knights of Columbus U.S. All Cap Index Fund	Large Cap Blend Equities	Dec 31, 2019	0.92%	-3.13%	—	2.67%	79
KDHAX	DWS CROCI Equity Dividend Fd	Large Cap Value Equities	Mar 18, 1988	1.01%	2.94%	8.65%	16.18%	20
KESGX	Kennedy Capital ESG SMID Cap Fund	Mid Cap Blend Equities	Jun 28, 2019	0.82%	3.30%	—	5.06%	43
KF	The Korea Fund Inc	Emerging Markets Equities	Aug 29, 1984	0.02%	26.27%	11.36%	0.95%	97

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.

Loading graphics...

Time Period