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
OHYFX	JPMorgan High Yield Fund	High Yield Bonds	Nov 13, 1998	0.65%	-0.37%	5.36%	6.02%	91
OIBAX	Invesco International Bond Fund	Global Bonds	Jun 14, 1995	1.16%	-5.81%	1.55%	2.73%	15
OIBFX	JPMorgan Investor Balanced Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.56%	7.43%	5.68%	52
OIDAX	Invesco International Diversified Fund Class A	Global Equities	Sep 27, 2005	0.42%	0.08%	6.16%	35.80%	48
OIDYX	Invesco International Diversified Fund	Foreign Large Cap Equities	Sep 26, 2005	0.19%	0.15%	6.43%	34.89%	55
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	—	0.95%	1.97%	11.19%	10.66%	34
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	Jul 2, 1987	0.45%	2.13%	11.74%	10.89%	36
OIFIX	Optimum Fixed Income Fund	Intermediate Core-Plus Bond	Aug 1, 2003	0.80%	-0.12%	2.13%	3.86%	37
OIGAX	Invesco Oppenheimer International Growth Fund Clas...	Foreign Large Cap Equities	Mar 25, 1996	1.10%	-6.87%	4.82%	47.29%	10
OIIEX	Optimum International Fund	Foreign Large Cap Equities	Aug 1, 2003	1.04%	-0.83%	7.78%	1.41%	48
OILGX	Optimum Large Cap Growth Fund	Large Cap Growth Equities	Aug 1, 2003	0.89%	-7.52%	15.51%	15.19%	31
OILVX	Optimum Large Cap Value Fund	Large Cap Value Equities	Aug 1, 2003	0.92%	1.12%	10.34%	7.68%	35
OIOIX	AXS Income Opportunities Fund	Preferred Stock/Convertible Bonds	Jun 27, 2013	1.34%	1.47%	2.94%	4.87%	8
OISGX	Optimum Small-Mid Cap Growth Fund	Small Cap Growth Equities	Aug 1, 2003	1.29%	-4.02%	11.79%	2.77%	29
OISVX	Optimum Small-Mid Cap Value Fund	Small Cap Value Equities	Aug 1, 2003	1.18%	2.10%	7.01%	6.47%	15
OKMUX	Oklahoma Municipal Fund	Municipal Bonds	Sep 24, 1996	0.98%	-0.34%	1.05%	2.94%	30
OLCAX	Invesco Limited Term California Municipal Fund	Municipal Bonds	Feb 24, 2004	0.83%	-0.32%	2.36%	2.15%	43
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	Feb 28, 1992	1.01%	-7.68%	17.83%	12.80%	17
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	Feb 18, 1992	0.93%	-0.56%	12.72%	7.59%	35
OMIFX	Federated Hermes Ohio Municipal Income Fund	Municipal Bonds	Oct 11, 1990	0.92%	0.12%	1.49%	2.75%	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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