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
OMSYX	Invesco Main Street All Cap fd	Large Cap Blend Equities	Sep 25, 2000	0.83%	-5.89%	12.86%	5.25%	31
ONCFX	JPMorgan Investor Conservative Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-0.60%	5.31%	4.46%	67
ONERX	One Rock Fund	Large Cap Growth Equities	Mar 6, 2020	1.75%	3.43%	—	23.32%	90
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	Oct 12, 1996	0.97%	-2.07%	10.73%	3.42%	45
ONGFX	JPMorgan Investor Growth & Income Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.80%	9.16%	4.65%	47
ONGIX	JPMorgan Investor Growth and Income Fund Class A	Diversified Portfolio	Dec 10, 1996	0.95%	-1.80%	8.97%	4.35%	47
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-2.04%	11.01%	3.47%	45
ONJAX	Invesco New Jersey Municipal Fund	Municipal Bonds	Feb 28, 1994	1.08%	-0.56%	2.92%	2.27%	11
OOSAX	Invesco Senior Floating Rate Fund	Bank Loan	Sep 7, 1999	1.04%	-2.34%	3.85%	4.65%	13
OPAMX	Invesco Environmental Focus Municipal Fund	Municipal Bonds	Nov 6, 2006	0.70%	—	—	2.70%	—
OPATX	Invesco Pennsylvania Municipal Fund	Municipal Bonds	Sep 17, 1989	0.89%	-0.89%	3.42%	2.82%	5
OPCAX	Invesco California Municipal Fund	Municipal Bonds	Nov 2, 1988	0.75%	-0.76%	3.00%	2.77%	6
OPGIX	Invesco Global Opportunities Fund Class A	Foreign Small & Mid Cap Equities, Global Equities	Oct 22, 1990	1.04%	2.47%	5.93%	0.11%	28
OPGSX	Invesco Gold & Special Minerals Fund	Precious Metals	Jul 18, 1983	1.05%	10.23%	18.73%	0.39%	94
OPIGX	Invesco Core Bond Fund	Intermediate Core Bond	Apr 15, 1988	0.71%	-0.88%	1.53%	2.47%	15
OPMYX	Invesco Main Street Mid Cap Fund	Mid Cap Blend Equities	Aug 2, 1999	0.81%	-0.66%	9.59%	8.05%	19
OPNYX	Invesco Rochester AMT-Free New York Municipal Fund	Municipal Bonds	Aug 15, 1984	0.84%	-0.59%	2.49%	3.01%	6
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	Sep 11, 1986	1.01%	8.66%	14.96%	12.34%	80
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund	Tactical Allocation	Sep 27, 2016	—	0.04%	—	14.69%	6
OPPAX	Invesco Global Fund	Global Equities	Dec 21, 1969	1.04%	-8.95%	10.51%	27.23%	11

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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