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
QRPNX	AQR Alternative Risk Premia Fund Class N	Multistrategy	Sep 19, 2017	5.29%	10.92%	—	1.02%	75
QRPRX	AQR Alternative Risk Premia R6	Multistrategy	Sep 19, 2017	4.94%	11.01%	—	1.36%	77
QRSVX	FPA Queens Road Small Cap Value Fund Investor Clas...	Small Cap Value Equities	Jun 13, 2002	0.94%	7.74%	—	4.13%	59
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	Jun 13, 2002	0.65%	-2.02%	10.67%	2.87%	11
QSMLX	AQR Small Cap Multi-Style Fund	Small Cap Blend Equities	Mar 26, 2013	0.72%	4.57%	11.10%	9.86%	68
QSPIX	AQR Style Premia Alternative Fund	Multistrategy	Oct 29, 2013	1.49%	11.79%	7.26%	2.30%	64
QSPMX	Quantified Pattern Recognition Fund	Diversified Portfolio	Aug 29, 2019	1.55%	-6.02%	—	1.58%	58
QSPNX	AQR Style Premia Alternative Fund Class N	Multistrategy	Oct 30, 2013	6.14%	11.72%	6.98%	2.14%	64
QSPRX	AQR Style Premia Alternative R6	Multistrategy	Sep 2, 2014	5.79%	11.71%	7.35%	2.36%	66
QSTFX	Quantified STF Fund	Tactical Allocation	Nov 12, 2015	1.55%	-11.69%	14.05%	12.06%	19
QTELX	AQR Emerging Multi-Style II Fund	Emerging Markets Diversified	Feb 10, 2015	0.70%	7.07%	8.69%	3.94%	89
QTERX	AQR Emerging Multi-Style II Fund Class R6	Emerging Markets Diversified	Feb 11, 2012	0.62%	7.07%	9.01%	3.97%	89
QTSSX	Quantified Tactical Sectors Fund	Large Cap Blend Equities	Mar 3, 2021	1.56%	-4.32%	—	0.47%	20
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	Feb 12, 1969	1.11%	-0.63%	13.18%	0.00%	28
QUERX	AQR Large Cap Defensive Style Fund Class R6	Large Cap Blend Equities	Jul 9, 2012	0.31%	2.22%	10.73%	22.36%	11
QUSIX	Pear Tree Polaris Foreign Value Small Cap Fund	Foreign Small & Mid Cap Equities	Apr 30, 2008	1.05%	-1.20%	7.74%	2.96%	47
QVGIX	Invesco Global Allocation Fund	Global Allocation	Oct 31, 1991	1.15%	0.88%	6.23%	6.73%	56
QVOPX	Invesco Fundamental Alternatives Fund	Multistrategy	Jan 2, 1989	1.33%	0.89%	1.41%	0.73%	3
RA	Brookfield Real Assets Income Fund Inc.	Multisector Bonds	—	2.76%	1.66%	—	11.05%	26
RAAIX	Altegris/AACA Opportunistic Real Estate Fund	REIT	Jan 8, 2014	1.92%	0.00%	2.33%	0.61%	2

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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