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
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	Intermediate Core Bond	Dec 13, 2019	0.04%	0.11%	—	3.50%	41
QDVSX	Fisher Investments Institutional Group ESG Stock F...	Global Equities	Dec 12, 2019	0.00%	-1.05%	—	12.55%	79
QEVOX	Quantified Evolution Plus Fund	Tactical Allocation	Sep 29, 2019	1.56%	42.79%	—	46.46%	50
QFITX	Quantified Tactical Fixed Income Fund	Nontraditional Bonds	Sep 12, 2019	1.56%	-2.56%	—	13.05%	0
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	May 14, 1998	1.40%	6.36%	8.95%	5.32%	90
QGLDX	The Gold Bullion Strategy Fund Investor Class	Gold	Apr 19, 2016	1.00%	8.05%	11.41%	56.04%	77
QGMIX	AQR Macro Opportunities Fund	Macro Trading	Apr 7, 2014	1.20%	1.84%	3.63%	1.41%	3
QGRPX	UBS US Quality Growth At Reasonable Price Fund	Large Cap Growth Equities	Jul 8, 2020	0.50%	-10.30%	—	6.87%	13
QHFIX	AQR MS Fusion HV Fund Fund Class I	Multistrategy	Jun 25, 2025	6.69%	-8.88%	—	0.00%	—
QHFNX	AQR MS Fusion HV Fund Fund Class N	Multistrategy	Jun 25, 2025	6.94%	-8.97%	—	0.00%	—
QHFRX	AQR MS Fusion HV Fund Class R6	Multistrategy	Jun 25, 2025	6.59%	-8.87%	—	0.00%	—
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	Oct 1, 2002	0.75%	-4.06%	15.76%	4.77%	58
QIBGX	Federated Hermes MDT Balanced Fund	Diversified Portfolio	Sep 30, 2002	1.06%	-2.28%	10.55%	9.06%	33
QICLX	AQR International Multi-Style Fund	Foreign Large Cap Equities	Mar 25, 2013	0.56%	3.91%	9.89%	8.21%	86
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	Sep 15, 2005	0.75%	-8.33%	18.12%	3.37%	35
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	Sep 15, 2005	0.89%	-0.39%	11.45%	8.00%	57
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	Sep 15, 2005	0.89%	-1.79%	11.83%	3.98%	70
QISIX	Pear Tree Polaris International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 28, 2019	1.22%	-0.83%	—	1.90%	28
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	Oct 1, 2002	0.73%	-4.05%	15.73%	4.92%	68
QLEIX	AQR Long-Short Equity Fund	Long-Short	Jul 15, 2013	1.30%	-1.80%	11.71%	1.78%	93

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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