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
LISAX	Lord Abbett Intermediate Tax Free Fund	Municipal Bonds	Jun 29, 2003	0.71%	-0.21%	1.92%	3.44%	47
LISDX	Lord Abbett Short Duration Tax Free Fund	Municipal Bonds	Dec 30, 2008	0.45%	0.02%	1.53%	3.04%	79
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	Oct 31, 2005	0.80%	-0.69%	6.47%	28.96%	49
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	May 30, 2011	0.10%	-0.60%	10.88%	2.50%	64
LIVKX	BlackRock LifePath Index 2055 Class K	Target Retirement Date	May 31, 2011	0.09%	-0.56%	10.93%	2.54%	64
LIWKX	BlackRock LifePath Index 2065 Fund Class K	Target Retirement Date	Oct 30, 2019	0.09%	-0.61%	—	1.82%	64
LIWPX	BlackRock LifePath Index 2065 Fund	Target Retirement Date	Oct 29, 2019	0.35%	-0.66%	—	1.58%	63
LIZIX	BlackRock LifePath Index 2060 Fund	Target Retirement Date	Feb 28, 2016	0.10%	-0.62%	—	2.17%	64
LIZKX	BlackRock LifePath Index 2060 Fund Class K	Target Retirement Date	Feb 29, 2016	0.09%	-0.58%	—	2.22%	64
LKBAX	LKCM Balanced Fund	Diversified Portfolio	Dec 29, 1997	0.80%	-1.25%	8.04%	6.09%	21
LKBLX	LK Balanced Fund	Diversified Portfolio	Jun 28, 2012	1.00%	2.74%	7.64%	11.87%	21
LKEQX	LKCM Equity Fund	Large Cap Growth Equities	Jan 3, 1996	0.80%	-0.21%	11.79%	8.30%	33
LKFIX	LKCM Fixed Income Fund	Corporate Bonds	Dec 30, 1997	0.50%	0.00%	2.15%	3.70%	79
LKINX	LKCM International Equity Fund	Foreign Large Cap Equities	May 1, 2019	1.00%	1.84%	—	1.29%	52
LKSCX	LKCM Small Cap Equity Fund	Small Cap Growth Equities	Jul 14, 1994	1.03%	0.00%	11.53%	8.98%	44
LKSMX	LKCM Small-Mid Cap Equity Fund	Mid Cap Growth Equities	May 2, 2011	1.00%	-1.94%	10.85%	6.50%	10
LLDYX	Lord Abbett Short Duration Income Fund	Total Bond Market	Oct 19, 2004	0.38%	-0.21%	2.78%	4.80%	91
LLGLX	Longleaf Partners Global Fund	Global Equities	Dec 26, 2012	1.15%	-4.07%	7.15%	9.98%	25
LLLRX	Franklin Multi-Asset Growth Fund R	Diversified Portfolio	Jun 2, 2014	1.46%	-2.74%	8.53%	11.47%	40
LLPFX	Longleaf Partners Fund	Large Cap Value Equities	Apr 8, 1987	0.79%	-4.10%	6.05%	13.42%	6

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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