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
UAPIX	ProFunds UltraSmall Cap Fund	Leveraged Equities, Leveraged	Feb 6, 2000	1.60%	1.87%	9.15%	0.46%	40
UBPIX	ProFunds UltraLatin America Fund	Leveraged Equities, Leveraged	Oct 15, 2007	1.73%	44.47%	7.28%	3.48%	94
UBVFX	Undiscovered Managers Behavioral Value Fund Class ...	Large Cap Value Equities	Apr 30, 2013	0.80%	2.89%	10.05%	9.23%	11
UBVLX	Undiscovered Managers Behavioral Value Fund	Small Cap Value Equities	Dec 28, 1998	0.90%	2.86%	9.95%	9.15%	11
UBVSX	JPMorgan Undiscovered Managers Behavioral Value Fu...	Small Cap Value Equities	Apr 30, 2013	0.99%	2.85%	9.81%	9.10%	11
UCAGX	USAA Cornerstone Aggressive Fund	Diversified Portfolio	Jun 7, 2012	1.24%	0.40%	8.52%	11.00%	71
UCEQX	USAA Cornerstone Equity Fund	Global Equities	Jun 7, 2012	0.09%	0.19%	10.53%	5.07%	72
UCMCX	USAA Cornerstone Moderately Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.90%	0.92%	5.02%	3.31%	79
UCPIX	ProFunds UltraShort Small Cap Fund	Inverse Equities, Leveraged	Jan 29, 2004	1.78%	-5.31%	-27.09%	4.87%	1
UDBPX	UBS Sustainable Development Bank Bond Fund	Global Bonds	Oct 23, 2018	0.25%	0.38%	—	3.51%	65
UDPIX	ProFunds Ultra Dow 30 ProFund	Leveraged Equities, Leveraged	Jun 2, 2002	1.54%	-7.55%	18.93%	4.22%	14
UEIIX	Invesco V.I. Equity and Income Fund	Diversified Portfolio	Apr 29, 2003	0.81%	0.55%	8.83%	7.38%	50
UEIPX	UBS Engage For Impact Fund	Global Equities	Oct 23, 2018	0.85%	-4.27%	—	14.25%	42
UEPIX	ProFunds Europe 30 Fund	Europe Equities	Mar 14, 1999	1.78%	9.18%	9.14%	1.52%	87
UFPIX	ProFunds UltraShort Latin America Fund	Inverse Equities, Leveraged	Oct 15, 2007	1.78%	-36.48%	-33.44%	14.98%	0
UGOFX	USAA Global Managed Volatility Fund	Global Equities	Jul 30, 2008	0.70%	0.93%	9.64%	20.06%	55
UGPIX	ProFunds UltraChina	Leveraged Equities, Leveraged	Feb 3, 2008	1.74%	-23.48%	-13.66%	7.90%	1
UGSDX	U.S. Global Investors U.S. Government Ultra-Short ...	Ultrashort Bond	Dec 2, 2013	1.06%	0.53%	1.50%	3.35%	—
UHPIX	ProFunds UltraShort China	Inverse Equities, Leveraged	Feb 3, 2008	1.78%	21.80%	-31.20%	3.52%	5
UIAGX	Victory Aggressive Growth Fund Class I	Large Cap Growth Equities	Aug 1, 2008	0.71%	-8.29%	14.12%	4.72%	30

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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