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
LAVLX	Lord Abbett Mid Cap Stock Fund	Mid Cap Value Equities	Jun 28, 1983	0.98%	0.59%	8.07%	7.00%	20
LBETX	LGM Risk Managed Total Return Fund	Diversified Portfolio	Jun 11, 2017	2.32%	-1.91%	—	0.38%	6
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	—	0.93%	6.44%	12.14%	1.41%	92
LBGIX	ClearBridge Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 31, 2010	0.85%	-4.85%	11.12%	6.92%	9
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	Mar 31, 1971	0.77%	-1.06%	4.37%	5.55%	57
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	Nov 25, 2002	0.90%	3.57%	11.92%	4.97%	59
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	Sep 7, 2010	0.84%	3.06%	11.51%	12.08%	50
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	-0.59%	6.42%	14.66%	44
LCCMX	Leader Short Term High Yield Bond Fund	Short-Term Bond	Jul 14, 2005	2.55%	-1.86%	3.79%	8.29%	69
LCDIX	Lord Abbett Emerging Markets Corporate Debt Fund	Emerging Markets Bonds	Dec 30, 2013	0.85%	—	—	4.32%	—
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	Dec 31, 2001	0.81%	0.45%	8.39%	12.52%	41
LCFIX	Lord Abbett California Tax Free Fund	Municipal Bonds	Sep 2, 1985	0.77%	-0.20%	1.78%	3.56%	16
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	Jun 29, 2003	0.86%	6.44%	12.25%	1.46%	92
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	Dec 27, 1999	0.65%	-11.68%	14.94%	9.70%	10
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	Apr 1, 2002	0.13%	-3.33%	13.87%	15.73%	46
LCILX	ClearBridge Sustainability Leaders Fund	Large Cap Blend Equities	Mar 31, 2015	0.75%	-2.37%	12.91%	4.99%	35
LCLAX	ClearBridge Select Fund Class A	Mid Cap Growth Equities	Sep 23, 2013	1.10%	-7.01%	15.71%	0.00%	11
LCORX	Leuthold Core Investment Fund	Tactical Allocation	Nov 19, 1995	1.16%	1.02%	7.46%	7.88%	81
LCRDX	Lord Abbett Credit Opportunities Fund	Multisector Bonds	Feb 18, 2019	1.39%	-0.05%	—	10.33%	25
LCRYX	Lord Abbett Core Fixed Income Fund	Intermediate Core Bond	Mar 16, 1998	0.34%	-0.20%	1.67%	4.31%	33

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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