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
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 31, 1995	1.34%	-8.26%	7.26%	5.72%	14
OAKGX	Oakmark Global Fund	Global Equities	Aug 3, 1999	1.11%	-5.83%	9.51%	1.18%	15
OAKIX	Oakmark International Fund	Foreign Large Cap Equities	Sep 29, 1992	1.04%	-6.65%	6.58%	1.97%	27
OAKLX	Oakmark Select Fund	Large Cap Value Equities	Nov 1, 1996	0.98%	-7.48%	10.51%	0.42%	9
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	Aug 5, 1991	0.91%	-2.64%	13.57%	0.94%	15
OAKWX	Oakmark Global Select Fund	Global Equities	Oct 1, 2006	1.10%	-7.97%	8.43%	1.56%	5
OANCX	Oakmark Bond Fund	Intermediate Core-Plus Bond	Oct 4, 2020	0.52%	0.24%	—	4.93%	61
OANIX	Oakmark International Fund Institutional Class	Foreign Large Cap Equities	Nov 30, 2016	0.82%	-6.61%	—	2.27%	28
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	Nov 30, 2016	0.68%	-2.59%	—	1.17%	15
OARDX	Invesco Rising Dividends Fund	Large Cap Blend Equities	Apr 30, 1980	1.00%	-3.84%	11.63%	8.37%	32
OASDX	Oakhurst Strategic Defined Risk Fund	Long-Short	May 9, 2017	1.89%	-3.26%	—	9.10%	36
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	Nov 30, 2016	0.87%	-7.45%	—	0.57%	10
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	Nov 30, 2016	0.70%	-2.60%	—	1.15%	16
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	Dec 15, 2020	0.62%	-2.57%	—	1.23%	16
OBCHX	Oberweis China Opportunities Fund	China Equities	Oct 2, 2005	2.03%	8.43%	8.34%	0.93%	60
OBEGX	Oberweis Global Opportunities Fund	Global Equities	Jan 6, 1987	1.51%	4.39%	10.07%	12.12%	82
OBIIX	Oberweis International Opportunities Institutional...	Foreign Small & Mid Cap Equities	Mar 9, 2014	1.10%	-2.17%	6.64%	1.13%	48
OBIOX	Oberweis International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 31, 2007	1.60%	-2.30%	6.31%	1.12%	47
OBMCX	Oberweis Micro Cap Fund	Small Cap Growth Equities	Dec 29, 1995	1.48%	17.18%	19.70%	1.20%	89
OBSOX	Oberweis Small-Cap Opportunities Fund	Small Cap Growth Equities	Sep 16, 1996	1.25%	7.83%	16.48%	0.00%	68

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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