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
LCSIX	LoCorr Long/Short Commodity Strategies Fund	Systematic Trend	Dec 29, 2011	1.75%	2.90%	2.78%	2.25%	4
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Diversified	Jan 9, 2018	0.00%	13.37%	—	0.88%	97
LCSSX	ClearBridge Select Fund	Mid Cap Growth Equities	Nov 30, 2012	0.99%	-6.91%	16.12%	0.00%	12
LCTIX	Leader Capital High Quality Income Fund Institutio...	Intermediate Core-Plus Bond	Jul 30, 2010	1.08%	0.13%	5.43%	5.34%	94
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	Intermediate Core-Plus Bond	Jul 30, 2010	2.33%	0.07%	5.07%	5.00%	90
LDLVX	Lord Abbett Short Duration Income Fund Class R6	Short-Term Bond	Oct 19, 2004	0.32%	0.22%	2.48%	5.30%	95
LDMAX	Lord Abbett Emerging Markets Bond Fund	Emerging Markets Bonds	Sep 29, 1988	0.94%	—	—	4.36%	—
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	Sep 29, 2008	1.15%	2.88%	7.81%	1.14%	85
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	May 1, 2012	0.01%	-0.57%	6.80%	7.61%	57
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	Apr 20, 2004	0.14%	-0.55%	1.66%	4.69%	7
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	May 28, 2015	0.91%	5.50%	9.61%	1.80%	89
LEEIX	BlackRock LifePath ESG Index 2055 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.84%	—	1.59%	60
LEGIX	BlackRock LifePath ESG Index 2050 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.79%	—	1.67%	61
LEHIX	BlackRock LifePath ESG Index 2045 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.69%	—	1.87%	62
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	Dec 30, 1986	1.11%	4.52%	7.90%	24.26%	67
LEJIX	BlackRock LifePath ESG Index 2035 Fund	Target Retirement Date	Aug 17, 2020	0.08%	-0.44%	—	1.95%	64
LEKIX	BlackRock LifePath ESG Index 2040 Fund	Target Retirement Date	Aug 17, 2020	0.06%	-0.55%	—	1.93%	63
LENIX	BlackRock LifePath ESG Index 2030 Fund	Target Retirement Date	Aug 17, 2020	0.09%	-0.24%	—	2.22%	65
LEQIX	LoCorr Dynamic Equity Fund	Long-Short	May 9, 2013	1.99%	0.00%	5.25%	20.27%	35
LEVIX	Lazard US Equity Concentrated Portfolio	Large Cap Blend Equities	Sep 30, 2005	0.76%	-2.90%	8.72%	0.00%	28

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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