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
OPSIX	Invesco Global Strategic Income Fund	Global Bonds	Oct 15, 1989	1.00%	-5.47%	1.81%	3.28%	7
OPTAX	Invesco AMT-Free Municipal Fund	Municipal Bonds	Oct 26, 1976	0.75%	-0.59%	3.45%	2.63%	7
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	Jan 22, 1981	0.95%	-6.40%	13.99%	11.67%	21
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	Jun 28, 2013	1.27%	-0.44%	11.52%	6.72%	80
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	Jan 3, 1994	1.60%	1.91%	-0.48%	0.57%	39
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	Feb 28, 1999	0.79%	-0.79%	9.84%	11.59%	38
ORNAX	Invesco Rochester Municipal Opportunities Fund	High Yield Muni	Sep 30, 1993	0.72%	-0.76%	4.14%	3.63%	5
ORNYX	Invesco Rochester Municipal Opportunities Fund Cla...	Municipal Bonds	Nov 29, 2010	0.92%	-0.76%	4.42%	3.80%	5
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	Sep 30, 2015	1.36%	2.96%	12.76%	2.74%	46
ORSYX	Invesco Short Term Municipal Fund	Municipal Bonds	Dec 5, 2010	0.50%	-0.27%	2.02%	2.20%	84
ORTFX	Aquila Tax-Free Trust of Oregon	Municipal Bonds	Jun 15, 1986	0.70%	-0.08%	1.07%	2.77%	47
OSCBX	Overseas SMA Completion Portfolio	Foreign Large Cap Equities	Sep 11, 2019	0.00%	-0.60%	—	2.91%	82
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	-4.63%	12.81%	12.91%	16
OSMAX	Invesco International Small-Mid Company Fund	Foreign Small & Mid Cap Equities	Nov 16, 1997	1.33%	-3.49%	5.80%	20.85%	17
OSSIX	Invesco Main Street Small Cap Fund	Small Cap Blend Equities	May 17, 2013	0.68%	0.04%	10.61%	8.11%	17
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	May 3, 1998	0.87%	0.01%	1.14%	2.39%	63
OSTCX	JPMorgan Short Duration Bond Fund Class C	Short-Term Bond	Sep 4, 1990	1.09%	-0.12%	1.53%	3.16%	93
OSTFX	Osterweis Fund	Large Cap Blend Equities	Oct 1, 1993	0.95%	-3.57%	11.17%	6.21%	29
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	Nov 30, 2016	1.17%	-2.30%	—	2.36%	18
OSTIX	Osterweis Strategic Income Fund	High Yield Bonds	Aug 30, 2002	0.84%	-0.26%	5.24%	4.92%	88

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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