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
KTRAX	DWS Global Income Builder Fund	Global Allocation	Mar 1, 1964	0.89%	-0.76%	7.10%	9.65%	65
KTXIX	Commerce Kansas Tax-Free Intermediate Bond Fund	Municipal Bonds	Dec 25, 2000	0.70%	-0.58%	1.46%	2.63%	44
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	Sep 28, 2024	2.00%	14.52%	9.16%	7.01%	58
KYTFX	Dupree Kentucky Tax Free Income Series Fund	Municipal Bonds	Jul 2, 1979	0.56%	-0.42%	2.79%	2.33%	20
LABFX	Lord Abbett Multi-Asset Balanced Opportunity Fund	Diversified Portfolio	Dec 26, 1994	0.50%	-1.01%	6.97%	2.11%	56
LADYX	Lord Abbett Developing Growth Fund Class I	Small Cap Growth Equities	Dec 30, 1997	0.67%	1.89%	12.62%	0.00%	73
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	Jan 3, 1950	0.71%	1.70%	10.25%	7.08%	50
LAGIX	Ladenburg Aggressive Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.26%	8.75%	5.15%	40
LAGVX	Lord Abbett Income Fund	Corporate Bonds	Jan 4, 1982	0.73%	-0.74%	3.05%	5.03%	31
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	Oct 10, 1973	0.93%	1.83%	12.32%	0.00%	72
LAIDX	Lord Abbett International Value Fund	Foreign Large Cap Equities	Jun 29, 2008	0.82%	1.22%	8.47%	2.37%	74
LAIEX	Lord Abbett International Opportunities Fund	Foreign Small & Mid Cap Equities	Dec 12, 1996	1.22%	3.53%	6.35%	1.53%	63
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	Nov 4, 1993	0.58%	0.01%	2.48%	4.61%	92
LAMYX	Lord Abbett Dividend Growth Fund	Large Cap Blend Equities	Dec 27, 2001	0.66%	-0.51%	12.62%	5.02%	59
LANJX	Lord Abbett New Jersey Tax Free Fund	Municipal Bonds	Jan 1, 1991	0.82%	0.33%	2.12%	3.23%	27
LANSX	Lord Abbett National Tax Free Fund	Municipal Bonds	Apr 1, 1984	0.70%	-0.02%	2.03%	3.91%	17
LANYX	Lord Abbett New York Tax Free Fund	Municipal Bonds	Apr 1, 1984	0.78%	0.23%	1.76%	3.54%	17
LAPIX	Lord Abbett Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 8, 2015	0.48%	-0.48%	2.10%	4.78%	34
LAPLX	Lord Abbett Core Plus Bond Fund	Intermediate Core-Plus Bond	Apr 4, 2017	0.68%	-0.51%	1.89%	4.60%	31
LASYX	Loomis Sayles Strategic Alpha Fund	Nontraditional Bonds	Dec 14, 2010	0.75%	-1.11%	3.94%	2.55%	75

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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