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
UIPIX	ProFunds UltraShort Mid Cap Fund	Inverse Equities, Leveraged	Jan 29, 2004	1.78%	-6.69%	-25.35%	2.79%	1
UJPIX	ProFunds UltraJapan Fund	Leveraged Equities, Leveraged	Feb 6, 2000	1.78%	9.80%	22.67%	36.16%	91
UKPIX	ProFunds Ultra Short Japan Fund	Inverse Equities, Leveraged	Mar 28, 2006	1.78%	-15.70%	-31.14%	1.95%	0
ULPIX	ProFunds UltraBull Fund	Leveraged Equities, Leveraged	Nov 25, 1997	1.46%	-8.83%	19.94%	9.99%	29
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	Nov 17, 1986	0.90%	5.64%	12.03%	55.31%	71
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	Oct 31, 2006	0.95%	5.43%	12.60%	9.76%	62
UMCVX	Invesco V.I. American Value Fund	Mid Cap Value Equities	Jan 1, 1997	0.89%	7.22%	13.33%	15.63%	78
UMEMX	Columbia Emerging Markets Fund	Emerging Markets Diversified	Jan 1, 1998	1.20%	6.15%	7.74%	4.66%	84
UMLGX	Columbia Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 1, 1997	0.80%	-8.07%	11.59%	38.85%	16
UMMGX	Columbia Bond Fund	Intermediate Core Bond	Jan 9, 1986	0.52%	0.03%	2.07%	4.08%	62
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	Feb 28, 2011	0.40%	0.15%	1.74%	3.27%	87
UMPIX	ProFunds UltraMid Cap Fund	Leveraged Equities, Leveraged	Feb 6, 2000	1.51%	4.56%	11.97%	0.18%	19
UNAVX	USA Mutuals All Seasons Fund	Tactical Allocation	Oct 12, 2017	1.99%	-4.40%	—	2.64%	4
UNPIX	ProFunds Ultra International Fund	Leveraged Equities, Leveraged	Apr 18, 2006	1.78%	1.56%	8.27%	0.32%	47
UNWPX	U.S. Global Investors World Precious Minerals Fund	Precious Metals	Nov 26, 1985	1.53%	-41.03%	1.85%	10.09%	10
UOPIX	ProFunds UltraNASDAQ-100 Fund	Leveraged Equities, Leveraged	Nov 30, 1997	1.47%	-11.17%	28.38%	20.57%	38
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	Oct 9, 2017	2.49%	-1.09%	—	0.06%	46
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	Oct 10, 2017	2.57%	0.62%	—	0.00%	76
UPUPX	Upright Growth Fund	Technology Equities	Jan 20, 1999	2.09%	1.33%	3.06%	8.34%	59
URFFX	USAA Target Retirement 2050 Fund	Target Retirement Date	Jul 31, 2008	0.58%	0.98%	9.52%	6.40%	70

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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