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
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	3.84%	9.15%	16.85%	17
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1996	0.92%	1.64%	10.68%	7.50%	16
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	Mar 31, 1999	0.66%	3.45%	10.02%	18.74%	58
LSVQX	LSV Small Cap Value Fund	Small Cap Value Equities	Feb 28, 2013	0.83%	3.52%	8.27%	7.85%	26
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	Mar 30, 2007	0.35%	2.90%	9.87%	13.30%	61
LSWWX	Loomis Sayles Global Allocation Fund	Global Allocation	Apr 30, 1996	0.89%	-1.13%	9.10%	7.90%	37
LSYAX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	May 1, 2020	0.65%	-0.78%	—	7.35%	64
LSYIX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	Apr 30, 2020	0.45%	-0.75%	—	7.53%	67
LTCAX	Thornburg California Limited Term Municipal Fund	Municipal Bonds	Feb 18, 1987	0.74%	-0.29%	1.16%	2.99%	46
LTEBX	American Funds Limited Term Tax-Exempt Bond Fund	Municipal Bonds	Oct 5, 1993	0.57%	-0.05%	1.75%	2.58%	64
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.72%	10.63%	8.88%	44
LTINX	Principal LifeTime 2015 Fund	Target Retirement Date	Feb 28, 2008	0.02%	-0.37%	6.32%	11.95%	60
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.05%	9.00%	9.12%	49
LTMFX	Thornburg Limited Term Municipal Fund	Municipal Bonds	Sep 27, 1984	0.71%	-0.06%	1.40%	3.25%	55
LTMKX	MFS Lifetime 2045 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.48%	10.43%	7.72%	52
LTNYX	Invesco Rochester Limited Term New York Municipal ...	Municipal Bonds	Sep 17, 1991	0.75%	-0.36%	2.36%	2.32%	30
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.51%	10.17%	9.45%	45
LTRYX	Lord Abbett Total Return Fund	Intermediate Core-Plus Bond	Dec 14, 1998	0.40%	-0.34%	1.95%	4.53%	35
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-0.64%	7.68%	12.27%	54
LTTIX	MFS Lifetime 2025 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.46%	6.29%	8.09%	72

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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