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
LEWIX	BlackRock LifePath ESG Index 2065 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.90%	—	1.75%	60
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	Nov 18, 1935	0.52%	14.78%	11.87%	1.44%	28
LEXNX	Voya GNMA Income Fund Class A	Government Bonds	Aug 17, 1973	0.84%	0.21%	1.01%	2.76%	35
LEZIX	BlackRock LifePath ESG Index 2060 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.89%	—	1.65%	60
LFEDX	MFS Lifetime 2035 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.27%	9.26%	7.97%	58
LFGIX	Lord Abbett Focused Growth Fund	Large Cap Growth Equities	Jan 31, 2019	0.80%	-9.25%	—	0.00%	20
LFIIX	MFS Lifetime 2055 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.60%	10.48%	6.80%	51
LFLIX	BrandywineGLOBAL - Flexible Bond Fund	Multisector Bonds	May 30, 2016	0.75%	-1.38%	—	5.51%	46
LFMAX	LoCorr Macro Strategies Fund	Systematic Trend	Mar 21, 2011	2.13%	9.07%	3.88%	2.70%	91
LFMIX	LoCorr Macro Strategies Fund Class I	Global Allocation	Mar 24, 2011	1.88%	9.00%	4.04%	2.88%	92
LFRAX	Lord Abbett Floating Rate Fund Class A	Bank Loan	Dec 31, 2007	0.80%	-0.84%	4.37%	6.36%	83
LFRIX	Lord Abbett Floating Rate Fund	Bank Loan	Dec 30, 2007	0.60%	-0.80%	4.57%	6.54%	85
LFTHX	MFS Lifetime 2065 Fund	Target Retirement Date	Sep 2, 2021	0.00%	0.64%	—	5.04%	50
LGCYX	Lord Abbett Global Equity Fund	Global Equities	Jan 17, 2017	0.65%	-3.03%	—	0.74%	54
LGI	Lazard Global Total Return and Income Fund	Global Allocation	Apr 28, 2004	0.02%	-2.28%	13.00%	10.71%	60
LGILX	Schwab Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 14, 1997	0.71%	-7.47%	13.45%	0.00%	5
LGLAX	Lord Abbett Growth Leaders Fund Class A	Large Cap Growth Equities	Jun 30, 2011	0.90%	-8.78%	15.79%	2.31%	24
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	Jun 30, 2011	0.64%	-8.72%	16.08%	2.18%	25
LGPIX	ProFunds Large Cap Growth ProFund	Large Cap Growth Equities	Oct 1, 2002	1.59%	-7.25%	14.58%	1.63%	41
LGRCX	Loomis Sayles Growth Fund Class C	Large Cap Growth Equities	Feb 1, 2013	1.65%	-11.39%	14.36%	3.49%	10

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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