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
LNOIX	Ladenburg Income & Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.21%	4.51%	3.68%	51
LOCFX	Lord Abbett Convertible Fund Class F3	Convertible Bonds	Jun 30, 2003	0.82%	6.46%	—	1.45%	92
LOGOX	Scharf Multi-Asset Opportunity Fund	Diversified Portfolio	Dec 30, 2012	0.97%	-0.52%	7.80%	2.06%	16
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	Jun 28, 2001	1.02%	0.59%	7.26%	2.06%	46
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	Dec 12, 1997	0.70%	6.65%	10.62%	5.94%	69
LONGX	Longboard Alternative Growth Fund	Long-Short	Mar 15, 2015	1.99%	3.20%	24.03%	0.00%	16
LOTIX	LoCorr Market Trend Fund	Systematic Trend	Jun 29, 2014	1.75%	14.77%	4.06%	2.28%	81
LOWIX	Ladenburg Growth & Income Fund	Diversified Portfolio	Aug 23, 2015	0.76%	-0.18%	6.21%	3.60%	49
LPCIX	MetLife Core Plus Fund	Intermediate Core-Plus Bond	Dec 31, 2014	0.64%	-1.03%	1.72%	3.18%	21
LPCPX	BlackRock LifePath Dynamic 2050 Fund Investor C	Target Retirement Date	May 1, 2010	1.59%	-0.49%	8.88%	5.18%	51
LPDIX	BlackRock LifePath Dynamic 2060 Fund	Target Retirement Date	May 30, 2017	0.49%	-0.35%	—	3.47%	57
LPEFX	ALPS/Red Rocks Global Opportunity Fund	Global Equities	Dec 30, 2007	1.46%	-15.64%	8.45%	18.23%	1
LPHIX	BlackRock LifePath Dynamic 2045 Fund	Target Retirement Date	Jun 29, 2010	0.47%	0.00%	9.85%	5.78%	58
LPJIX	BlackRock LifePath Dynamic 2035 Fund	Target Retirement Date	Jun 29, 2010	0.48%	0.29%	8.37%	3.97%	62
LPVIX	BlackRock LifePath Dynamic 2055 Fund	Target Retirement Date	Jun 29, 2010	0.50%	-0.27%	10.32%	5.41%	56
LPWRX	BlackRock LifePath Dynamic 2065 Fund	Target Retirement Date	Oct 29, 2019	0.93%	-0.52%	—	2.28%	54
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	Nov 29, 2015	0.60%	-0.56%	4.16%	4.58%	85
LROIX	BrandywineGLOBAL - Global Unconstrained Bond Fund	Nontraditional Bonds	Feb 27, 2011	0.85%	-0.04%	2.39%	4.17%	93
LRSCX	Lord Abbett Small Cap Value Fund	Small Cap Value Equities	Dec 13, 1995	1.17%	1.67%	6.72%	6.57%	15
LSBDX	Loomis Sayles Bond Fund	Multisector Bonds	May 15, 1991	0.67%	-0.80%	3.56%	3.87%	78

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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