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
ABPYX	The AB Portfolios - AB Sustainable Thematic Balanc...	Diversified Portfolio	Sep 1, 2003	0.71%	-4.52%	3.25%	1.59%	14
ABRSX	ABR 50/50 Volatility Fund	Long-Short	Oct 1, 2017	2.00%	-13.29%	—	0.73%	3
ABRVX	ABR Dynamic Blend Equity & Volatility Fund	Long-Short	Aug 2, 2015	1.98%	-1.79%	5.61%	1.29%	8
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	Jun 1, 2009	1.06%	14.03%	5.14%	3.11%	92
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	Tactical Allocation	Jun 2, 2009	1.41%	13.97%	4.90%	2.96%	92
ABTYX	AB High Income Municipal Portfolio	High Yield Muni	Jan 25, 2010	0.53%	-0.18%	2.88%	4.65%	13
ABUAX	Columbia Capital Allocation Moderate Portfolio	Diversified Portfolio	Mar 3, 2004	0.38%	-1.31%	6.75%	4.38%	71
ABVYX	AB Value Fund	Large Cap Value Equities	Mar 29, 2001	0.70%	4.54%	10.00%	9.44%	63
ABWYX	AB All Market Total Return Portfolio	Diversified Portfolio	Sep 1, 2003	0.77%	-0.64%	5.60%	11.42%	66
ABYAX	Abbey Capital Futures Strategy Fund Class A	Systematic Trend	Aug 29, 2014	2.04%	4.46%	2.58%	1.22%	46
ABYIX	Abbey Capital Futures Strategy Fund Class I	Systematic Trend	Jul 1, 2014	1.79%	4.53%	2.83%	1.27%	48
ABYSX	AB Discovery Value Fund	Small Cap Value Equities	Mar 29, 2001	0.83%	3.97%	8.36%	5.78%	19
ACAAX	Alger Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1996	1.15%	-9.55%	16.89%	10.83%	55
ACAYX	Alger Capital Appreciation Institutional Fund Clas...	Large Cap Growth Equities	Feb 28, 2017	0.83%	-9.12%	—	7.31%	60
ACAZX	Alger Capital Appreciation Fund Class Z	Large Cap Growth Equities	Dec 29, 2010	0.85%	-9.46%	18.73%	9.75%	57
ACBPX	American Century Diversified Bond Fund	Intermediate Core Bond	Apr 1, 1993	0.39%	-0.42%	1.42%	4.26%	31
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	Sep 23, 1971	0.72%	-1.10%	3.04%	4.62%	31
ACCNX	American Century Core Plus Fund	Intermediate Core-Plus Bond	Nov 30, 2006	0.54%	-0.52%	1.74%	4.35%	33
ACCSX	Access Capital Community Investment Fund	Government Bonds	Jun 22, 1998	0.45%	0.00%	0.98%	3.40%	42
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	Aug 2, 1960	0.78%	0.54%	8.66%	6.86%	54

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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