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
OCMAX	OCM Gold Atlas	Precious Metals	Mar 31, 2010	1.88%	9.62%	21.05%	5.40%	95
OCMGX	OCM Gold Fund	Precious Metals	Feb 3, 1988	2.32%	9.45%	20.21%	5.94%	95
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	Jan 27, 2012	0.65%	8.76%	15.42%	9.14%	71
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	Nov 17, 1996	1.24%	3.57%	6.15%	40.12%	80
ODVIX	Invesco Developing Markets Fund Class R6	Emerging Markets Equities	Dec 29, 2011	0.88%	3.71%	6.58%	42.09%	81
ODVYX	Invesco Developing Markets Fund Class Y	Emerging Markets Equities	Sep 7, 2005	1.05%	3.64%	6.41%	41.59%	81
OEGAX	Invesco Discovery Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Nov 1, 2000	1.05%	7.85%	12.18%	8.43%	43
OEGYX	Invesco Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	Nov 1, 2000	0.78%	7.95%	12.48%	6.90%	59
OEMYX	Invesco Emerging Markets Local Debt Fund	Emerging Markets Bonds	Jun 29, 2010	1.12%	-4.85%	2.45%	4.78%	41
OEPIX	Oil Equipment & Services UltraSector ProFund	Energy Equities	Jun 4, 2006	1.65%	64.77%	-20.17%	0.53%	63
OEQIX	Oaktree Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 2, 2021	1.10%	2.62%	—	1.93%	80
OFALX	Olstein All Cap Value Fund	Large Cap Value Equities	Sep 21, 1995	2.15%	-1.79%	7.66%	8.71%	11
OFIGX	Oberweis Focused International Growth Fund	Foreign Large Cap Equities	Mar 30, 2022	0.95%	-1.15%	—	0.74%	38
OFSAX	Olstein Strategic Opportunities Fund	Small Cap Value Equities	Nov 1, 2006	1.60%	-3.98%	6.28%	2.74%	12
OFVIX	O'Shaughnessy Market Leaders Value Fund	Large Cap Value Equities	Feb 26, 2016	0.56%	3.17%	—	17.96%	43
OGEAX	JPMorgan Equity Index Fund Class A	Large Cap Blend Equities	Feb 18, 1992	0.45%	-3.81%	13.68%	0.77%	44
OGIAX	JPMorgan Investor Balanced A	Diversified Portfolio	Feb 5, 1998	0.97%	-1.56%	7.78%	5.50%	50
OGIIX	Invesco Global Opportunities Fund Class R6	Global Equities	Jan 27, 2012	0.73%	2.58%	6.35%	0.48%	30
OGLVX	JPMorgan Short Duration Bond A	Short-Term Bond	Mar 8, 1996	0.59%	-0.03%	2.03%	3.65%	95
OGVCX	JPMorgan Government Bond Fund Class C	Government Bonds	—	1.39%	-0.21%	0.38%	2.33%	21

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.

Loading graphics...

Time Period