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
LSCIX	Lord Abbett Short Duration Core Bond Fund	Short-Term Bond	Apr 19, 2017	0.40%	-0.11%	—	4.31%	91
LSDIX	Loomis Sayles Intermediate Duration Bond Fund	Short-Term Bond	Jan 28, 1998	0.40%	-0.69%	2.26%	2.68%	53
LSEIX	Persimmon Long/Short Fund	Long-Short	Dec 30, 2012	1.91%	1.79%	6.55%	0.00%	73
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	Jan 16, 1995	0.58%	-0.42%	4.21%	4.72%	88
LSFYX	Loomis Sayles Senior Floating Rate and Fixed Incom...	Bank Loan	Sep 29, 2011	0.80%	-1.03%	4.35%	6.63%	52
LSGBX	Loomis Sayles Global Bond Fund	Global Bonds	May 9, 1991	0.69%	-1.10%	1.00%	0.11%	34
LSGGX	Loomis Sayles Global Growth Fund	Global Equities	Mar 30, 2016	0.95%	-13.00%	—	0.35%	6
LSGRX	Loomis Sayles Growth Fund	Large Cap Growth Equities	May 16, 1991	0.64%	-11.17%	15.50%	2.50%	11
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	May 19, 1991	0.40%	0.21%	2.55%	2.68%	20
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	Mid Cap Growth Equities	May 4, 2007	1.68%	44.74%	19.14%	8.01%	4
LSHIX	Loomis Sayles Institutional High Income Fund	High Yield Bonds	Jun 5, 1996	0.71%	0.00%	5.73%	5.77%	74
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	Intermediate Core-Plus Bond	Jul 1, 1994	0.52%	-0.48%	3.00%	4.58%	44
LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	Total Bond Market	Dec 31, 1996	0.54%	-0.73%	3.19%	2.95%	22
LSIOX	Loomis Sayles High Income Opps Fund	High Yield Bonds	Apr 12, 2004	0.00%	0.23%	6.03%	6.74%	85
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2015	0.99%	2.35%	10.84%	0.00%	16
LSMSX	Western Asset SMASh Series TF Fund	Municipal Bonds	Dec 22, 2015	0.01%	0.46%	—	3.94%	19
LSOFX	LS Opportunity Fund - Institutional Class	Long-Short	Sep 28, 2010	1.95%	-0.28%	6.75%	4.82%	8
LSPIX	LoCorr Spectrum Income Fund	Diversified Portfolio	Dec 30, 2013	1.73%	4.22%	5.28%	7.94%	16
LSSAX	Loomis Sayles Securitized Asset Fund	Intermediate Core Bond	Mar 2, 2006	0.00%	0.78%	2.57%	4.29%	78
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	3.84%	9.15%	16.85%	17

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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