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
LLSCX	Longleaf Partners Small-Cap Fund	Mid Cap Blend Equities	Feb 21, 1989	0.95%	-2.27%	6.87%	1.20%	6
LMASX	ClearBridge Small Cap Fund	Small Cap Blend Equities	Dec 30, 1985	1.85%	1.54%	7.55%	11.68%	21
LMCLX	Miller Income Fund	Diversified Portfolio	Feb 27, 2014	0.96%	2.65%	9.60%	3.50%	30
LMECX	Western Asset SMASh Series Core Plus Completion Fu...	High Yield Bonds	Dec 27, 2006	0.00%	-0.55%	0.92%	5.53%	59
LMGAX	Lord Abbett Growth Opportunities Fund	Mid Cap Growth Equities	Aug 1, 1995	1.06%	-1.39%	10.59%	7.69%	41
LMGEX	Franklin International Equity Fund	Foreign Large Cap Equities	Feb 17, 1995	2.05%	1.61%	7.65%	8.15%	61
LMGNX	ClearBridge International Growth Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	Apr 17, 1995	0.78%	-2.81%	9.44%	7.54%	23
LMGTX	ClearBridge International Growth Fund	Foreign Large Cap Equities	Apr 16, 1995	1.80%	-3.06%	8.32%	8.06%	20
LMISX	Franklin U.S. Large Cap Equity Fund	Large Cap Blend Equities	Apr 30, 2008	0.70%	-3.49%	13.83%	4.26%	58
LMIYX	Lord Abbett Micro Cap Growth Fund	Small Cap Growth Equities	Jul 9, 1999	1.12%	2.23%	19.17%	0.01%	70
LMLCX	Western Asset SMASh Series C Fund	Corporate Bonds	Dec 27, 2006	0.00%	-0.46%	4.61%	6.19%	36
LMOIX	ClearBridge Small Cap Growth Fund Class IS	Small Cap Growth Equities	Aug 4, 2008	0.78%	-0.43%	11.51%	17.03%	25
LMOPX	Miller Opportunity Trust	Mid Cap Blend Equities	Dec 30, 1999	1.95%	-5.53%	11.22%	0.00%	49
LMSFX	Federated Hermes Municipal Bond Fund	Municipal Bonds	Oct 3, 1976	0.83%	-0.42%	1.57%	1.68%	8
LMSIX	Franklin U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 13, 2000	1.03%	2.37%	10.21%	6.20%	76
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	Dec 27, 2006	0.00%	0.81%	—	4.37%	47
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	Apr 16, 1982	1.74%	1.50%	10.82%	10.18%	23
LMVYX	Lord Abbett Focused Small Cap Value Fund	Small Cap Value Equities	Jul 9, 1999	0.97%	1.62%	8.76%	4.45%	13
LNCIX	Ladenburg Income Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.20%	3.24%	3.48%	59
LNGZX	Columbia Greater China Fund	China Equities	May 15, 1997	1.25%	-6.52%	3.87%	2.01%	7

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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