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
KGGAX	Kopernik Global All-Cap Fund Class A	Foreign Small & Mid Cap Equities	Nov 1, 2013	1.26%	8.44%	14.44%	14.86%	98
KGGIX	Kopernik Global All-Cap Fund	Foreign Small & Mid Cap Equities	Oct 31, 2013	1.01%	8.57%	14.70%	15.16%	98
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	Jun 29, 2015	1.04%	8.48%	10.95%	13.15%	98
KHYAX	DWS High Income Fund	High Yield Bonds	Jan 26, 1978	0.94%	0.03%	5.48%	6.59%	91
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	Mar 29, 2001	1.53%	-0.90%	3.49%	7.64%	8
KIO	KKR Income Opportunities Fund	Multisector Bonds	Jul 25, 2013	0.04%	-2.63%	8.01%	13.34%	18
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	Dec 5, 2007	0.84%	-7.35%	17.98%	31.95%	44
KLGAX	MainStay WMC Growth Fund	Large Cap Growth Equities	Aug 7, 2006	1.02%	-9.38%	12.54%	3.73%	22
KMDIX	Keeley Mid Cap Dividend Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.95%	4.12%	10.14%	5.31%	30
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	Jan 31, 2006	1.65%	20.01%	20.61%	0.51%	14
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	Jan 31, 2006	1.40%	20.09%	20.91%	0.55%	14
KMVAX	Kirr Marbach Partners Value Fund	Mid Cap Blend Equities	Dec 31, 1998	1.45%	3.05%	10.47%	5.14%	56
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	Derivative Income, S&P 500	Sep 10, 2017	1.20%	1.55%	—	12.90%	27
KNTAX	DWS New York Tax	Municipal Bonds	Dec 30, 1985	0.79%	0.56%	1.55%	3.62%	21
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	Mar 20, 2000	1.64%	27.94%	21.14%	0.14%	18
KSDIX	Keeley Small Cap Dividend Value Fund	Small Cap Value Equities	Dec 1, 2009	1.17%	8.56%	9.35%	4.22%	44
KSMIX	Keeley Small-Mid Cap Value Fund	Mid Cap Value Equities	Aug 15, 2007	1.18%	7.05%	10.64%	9.47%	48
KSMUX	Kansas Municipal Fund	Municipal Bonds	Nov 14, 1990	0.98%	0.21%	1.01%	2.93%	27
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	Dec 31, 2001	1.89%	26.85%	20.60%	0.00%	5
KTCAX	DWS Science and Technology Fund	Technology Equities	Sep 6, 1948	0.89%	-5.81%	19.85%	8.84%	61

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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