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
OSTVX	Osterweis Growth & Income Fund	Diversified Portfolio	Aug 30, 2010	0.93%	-1.95%	8.20%	3.03%	42
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 1, 1993	1.00%	-5.30%	11.39%	17.70%	5
OTCFX	T. Rowe Price Small-Cap Stock Fund	Small Cap Growth Equities	Jun 1, 1956	0.85%	3.14%	12.05%	13.82%	51
OTCKX	MFS Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 1, 1993	0.65%	-5.20%	12.03%	15.70%	6
OTGAX	OTG Latin America Fund	Latin America Equities	May 6, 2019	2.22%	—	—	0.49%	—
OTPIX	ProFunds NASDAQ-100 Fund	Large Cap Growth Equities	Aug 7, 2000	1.48%	-5.06%	18.64%	1.82%	43
OTRFX	OnTrack Core Fund	Macro Trading	Jan 14, 2013	2.58%	3.23%	5.68%	12.63%	90
OWACX	Old Westbury All Cap Core Fund	Large Cap Growth Equities	Mar 2, 1998	0.96%	-3.96%	12.54%	8.51%	13
OWCAX	Old Westbury California Municipal Bond Fund	Municipal Bonds	Dec 3, 2018	0.57%	-0.42%	—	2.57%	43
OWCIX	Old Westbury Credit Income Fund	Multisector Bonds	Sep 30, 2020	0.85%	0.44%	—	5.29%	49
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	Mar 12, 1998	0.57%	0.00%	1.72%	3.77%	67
OWLLX	Channing Intrinsic Value Small-Cap Fund	Small Cap Value Equities	Jun 29, 2021	0.95%	4.37%	—	0.62%	45
OWLSX	Old Westbury Large Cap Strategies Fund	Global Equities	Oct 21, 1993	1.09%	-3.05%	9.53%	12.90%	39
OWMBX	Old Westbury Municipal Bond Fund	Municipal Bonds	Mar 5, 1998	0.57%	-0.24%	1.41%	2.63%	38
OWNYX	Old Westbury New York Municipal Bond Fund	Municipal Bonds	Dec 3, 2018	0.57%	-0.12%	—	2.40%	40
OWSMX	Old Westbury Small & Mid Cap Strategies Fund	Global Equities	Apr 4, 2005	1.10%	1.84%	7.24%	8.26%	61
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	Nov 30, 1993	0.58%	-0.27%	1.78%	2.86%	56
OYAIX	Invesco Select Risk: High Growth Investor Fund	Diversified Portfolio	Apr 4, 2005	0.14%	-0.13%	8.52%	5.50%	49
OYCIX	Invesco Select Risk: Conservative Investor Fund	Diversified Portfolio	Apr 4, 2005	0.17%	0.67%	3.86%	3.82%	75
OYMIX	Invesco Select Risk: Moderate Investor Fund	Diversified Portfolio	Apr 4, 2005	0.13%	0.58%	6.81%	4.66%	56

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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