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
LTUSX	Thornburg Limited Term U.S. Government Fund	Government Bonds	Nov 15, 1987	0.92%	0.29%	1.02%	2.33%	56
LUBIX	Thrivent Income Fund	Corporate Bonds	Jun 1, 1972	0.74%	-0.53%	2.81%	3.90%	35
LUBYX	Lord Abbett Ultra Short Bond Fund	Ultrashort Bond	Oct 17, 2016	0.28%	0.40%	—	4.17%	99
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.60%	—	9.52%	57
LVAFX	LSV Global Managed Volatility Fund	Global Equities	Jun 24, 2014	1.00%	5.27%	9.16%	9.66%	83
LVAGX	LSV Global Value Fund	Global Equities	Jun 24, 2014	1.15%	5.93%	10.88%	6.03%	86
LVAMX	LSV U.S. Managed Volatility Fund	Large Cap Value Equities	Jun 25, 2014	0.94%	3.80%	9.04%	20.38%	43
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	Jan 16, 2019	1.45%	8.52%	—	4.72%	95
LVOYX	Lord Abbett Value Opportunities Fund	Mid Cap Blend Equities	Dec 30, 2005	0.90%	1.20%	7.80%	5.94%	13
LVPIX	ProFunds Large Cap Value ProFund	Large Cap Value Equities	Oct 1, 2002	1.71%	-0.15%	9.21%	4.41%	25
LYFIX	AlphaCentric LifeSci Healthcare Fund	Health & Biotech Equities	Nov 28, 2019	1.40%	0.44%	—	1.77%	67
LYRIX	Lyrical U.S. Value Equity Fund	Mid Cap Value Equities	Feb 4, 2013	1.01%	-5.82%	10.29%	5.65%	15
LYRNX	Lyrical International Value Equity Fund	Foreign Large Cap Equities	Mar 1, 2020	1.24%	-2.73%	—	5.95%	44
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	Jul 14, 1994	1.06%	7.90%	9.57%	1.90%	96
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	Sep 29, 2017	0.99%	-7.50%	—	22.57%	1
LZHYX	Lazard US Corporate Income Portfolio	High Yield Bonds	Jan 2, 1998	0.70%	0.12%	4.42%	5.10%	93
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	Oct 29, 1991	0.82%	1.44%	7.41%	12.18%	73
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	Nov 30, 1993	1.14%	6.23%	6.06%	1.80%	88
LZSCX	Lazard US Small-Mid Cap Equity Portfolio R6	Small Cap Blend Equities	Oct 30, 1991	0.94%	1.29%	7.72%	4.91%	17
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	May 31, 2001	0.87%	1.87%	5.99%	2.45%	61

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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