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
LGRRX	Loomis Sayles Growth Fund	Large Cap Growth Equities	Feb 1, 2013	0.92%	-11.23%	15.21%	2.82%	11
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	Feb 2, 2009	1.01%	1.69%	11.59%	10.59%	25
LGWIX	Ladenburg Growth Fund	Diversified Portfolio	Aug 23, 2015	0.79%	-0.40%	7.65%	4.59%	44
LHCIX	Lord Abbett Health Care Fund	Health & Biotech Equities	Jul 30, 2019	0.78%	-4.18%	—	0.38%	43
LHYAX	Lord Abbett High Yield Fund	High Yield Bonds	Dec 31, 1998	0.88%	-1.02%	4.75%	6.74%	59
LIAGX	Lord Abbett International Growth Fund	Foreign Large Cap Equities	Jun 23, 2021	0.81%	2.50%	—	0.37%	56
LICYX	Lord Abbett International Equity Fund	Foreign Large Cap Equities	Dec 31, 2003	0.86%	2.20%	8.60%	5.16%	62
LIFAX	Lord Abbett Inflation Focused Fund Class A	Inflation-Protected Bonds	Jun 30, 2015	0.79%	0.27%	3.64%	4.32%	79
LIFIX	Lord Abbett Inflation Focused Fund	Inflation-Protected Bonds	Apr 28, 2011	0.47%	0.31%	3.82%	4.51%	79
LIFLX	Lord Abbett Focused Large Cap Value Fund	Large Cap Value Equities	Jul 31, 2019	0.68%	-1.11%	—	0.67%	46
LIGYX	Loomis Sayles International Growth Fund	Foreign Large Cap Equities	Dec 14, 2020	0.95%	-15.59%	—	2.02%	1
LIHIX	BlackRock LifePath Index 2045 Fund Institutional	Target Retirement Date	May 31, 2011	0.14%	-0.19%	10.17%	2.79%	62
LIKKX	BlackRock LifePath Index 2040 Fund Class K	Target Retirement Date	May 31, 2011	0.09%	-0.09%	9.39%	3.28%	65
LIMIX	Tran Capital Focused Fund	Large Cap Growth Equities	Sep 6, 2007	0.85%	-3.23%	9.68%	12.75%	14
LINKX	BlackRock LifePath Index 2030 Fund	Target Retirement Date	—	0.09%	0.32%	7.43%	3.31%	71
LIPIX	BlackRock LifePath Index 2050 Fund Institutional	Target Retirement Date	May 31, 2011	0.14%	-0.48%	10.91%	2.79%	63
LIPKX	BlackRock LifePath Index 2050 Fund Class K	Target Retirement Date	May 31, 2011	0.09%	-0.44%	10.69%	2.83%	63
LIRAX	BlackRock LifePath Index Retirement Fund Investor ...	Target Retirement Date	May 31, 2011	0.44%	0.54%	5.34%	3.52%	75
LIRIX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	May 30, 2011	0.11%	0.60%	5.59%	3.81%	77
LIRKX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	May 31, 2011	0.09%	0.60%	5.65%	3.87%	77

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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