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
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	—	0.52%	1.18%	10.83%	10.09%	25
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	Jul 28, 1997	0.27%	1.25%	11.08%	9.96%	26
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	Nov 9, 2021	0.45%	-6.61%	—	1.11%	5
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	Jun 23, 2005	0.95%	-8.62%	14.17%	15.42%	18
VAFIX	Invesco American Franchise Fund Class Y	Large Cap Growth Equities	Jun 23, 2005	0.72%	-8.51%	14.46%	14.34%	19
VAGVX	Vanguard Advice Select Global Value Fund	Foreign Large Cap Equities	Nov 9, 2021	0.40%	-1.52%	—	7.68%	52
VAIGX	Vanguard Advice Select International Growth Fund	Foreign Large Cap Equities	Nov 9, 2021	0.42%	-10.69%	—	5.06%	4
VAIPX	Vanguard Inflation-Protected Securities Fund Admir...	Inflation-Protected Bonds	Jun 10, 2005	0.10%	0.57%	2.56%	4.45%	24
VALAX	Al Frank Fund	Large Cap Value Equities	May 1, 2006	1.24%	5.68%	12.91%	8.19%	86
VALIX	Value Line Capital Appreciation Fund, Inc.	Diversified Portfolio	Sep 29, 1952	1.07%	-6.68%	11.24%	6.46%	40
VALLX	Value Line Larger Companies Focused Fund	Large Cap Growth Equities	Mar 20, 1972	1.14%	-13.10%	13.88%	7.16%	20
VALSX	Value Line Select Growth Fund	Large Cap Growth Equities	May 31, 1956	1.13%	-6.81%	11.16%	9.22%	1
VANTX	JPMorgan New York Tax Free Bond Fund	Municipal Bonds	Feb 15, 2001	0.95%	-0.11%	1.37%	3.09%	26
VAPPX	VALIC Company I Capital Appreciation Fund	Large Cap Growth Equities	Aug 31, 2006	0.60%	-9.72%	—	5.45%	21
VARBX	Vivaldi Merger Arbitrage Fund Class I	Event Driven	Oct 1, 2015	1.81%	0.95%	4.46%	5.98%	99
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	Sep 30, 1994	0.14%	-0.55%	9.86%	4.12%	69
VASIX	Vanguard LifeStrategy Income Fund	Diversified Portfolio	Sep 30, 1994	0.11%	-0.12%	3.88%	4.25%	72
VASVX	Vanguard Selected Value Fund	Mid Cap Value Equities	Feb 15, 1996	0.32%	1.21%	10.26%	13.16%	21
VBAIX	Vanguard Balanced Index Fund Institutional Shares	Diversified Portfolio	Dec 1, 2000	0.06%	-1.82%	9.37%	5.71%	55
VBCVX	VALIC Company I Systematic Value Fund	Large Cap Value Equities	Dec 5, 2005	0.48%	0.91%	9.29%	9.17%	45

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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