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
AAMTX	American Funds 2055 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2010	0.33%	-2.39%	10.90%	5.84%	65
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2015	0.34%	-2.41%	10.79%	5.45%	65
AAOTX	American Funds 2065 Target Date Retirement Fund Cl...	Target Retirement Date	—	0.73%	-2.50%	—	4.52%	63
AASCX	Thrivent Mid Cap Stock Fund	Mid Cap Blend Equities	Jun 30, 1993	0.98%	1.23%	9.95%	14.79%	16
AASMX	Thrivent Small Cap Stock Fund	Small Cap Blend Equities	Jul 1, 1996	1.07%	-0.22%	10.24%	3.14%	19
AASOX	Alger Small Cap Growth Portfolio	Small Cap Growth Equities	Sep 21, 1988	0.95%	-6.87%	7.46%	1.26%	24
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	Jan 2, 2013	1.22%	-1.77%	8.81%	8.93%	12
AAUTX	Thrivent Large Cap Value Fund	Large Cap Value Equities	Oct 29, 1999	0.86%	3.24%	12.12%	5.12%	65
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	Jul 26, 1975	0.56%	-0.67%	9.22%	8.35%	82
ABCVX	American Beacon The London Company Income Equity F...	Large Cap Value Equities	May 29, 2012	1.07%	3.81%	9.59%	16.20%	36
ABDAX	Columbia Capital Allocation Conservative Portfolio	Diversified Portfolio	Mar 3, 2004	0.50%	-1.23%	3.52%	2.53%	59
ABEMX	abrdn Emerging Markets Fund	Emerging Markets Diversified	May 10, 2007	1.10%	4.27%	7.90%	5.86%	88
ABHIX	American Century High-Yield Fund	High Yield Bonds	Sep 30, 1997	0.80%	-0.50%	4.55%	5.63%	89
ABHYX	American Century High-Yield Municipal Fund	High Yield Muni	Mar 30, 1998	0.59%	0.04%	2.88%	4.81%	17
ABIEX	AB Emerging Markets Multi-Asset Portfolio	Emerging Markets Diversified	Aug 30, 2011	0.99%	6.58%	7.07%	3.22%	87
ABIMX	AB Impact Municipal Income Shares	Municipal Bonds	Sep 11, 2017	0.00%	-0.03%	—	3.86%	14
ABIYX	AB International Value Fund	Foreign Large Cap Equities	Mar 28, 2001	1.00%	2.73%	7.58%	2.81%	87
ABLOX	Alger Balanced Portfolio Fund	Diversified Portfolio	Sep 4, 1989	1.04%	-0.66%	9.91%	13.81%	74
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	May 28, 1974	0.55%	-0.59%	1.70%	3.79%	25
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	Aug 4, 2008	0.35%	-0.55%	1.95%	4.01%	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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