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
VILLX	Villere Balanced Fund	Diversified Portfolio	Sep 29, 1999	0.99%	-0.35%	4.06%	1.33%	6
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	Nov 12, 2001	0.05%	0.32%	10.84%	1.48%	26
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	Jun 22, 2009	0.95%	-3.62%	10.46%	4.58%	4
VIMSX	Vanguard Mid Cap Index Fund	Mid Cap Blend Equities	May 21, 1998	0.17%	0.30%	10.66%	1.36%	26
VINAX	Vanguard Industrials Index Fund Admiral Shares	Industrials Equities	May 8, 2006	0.10%	6.26%	13.42%	0.96%	69
VINEX	Vanguard International Explorer Fund	Foreign Small & Mid Cap Equities	Nov 4, 1996	0.40%	1.49%	5.84%	4.13%	77
VINIX	Vanguard Institutional Index Fund Institutional Sh...	Large Cap Blend Equities	Jul 31, 1990	0.04%	-3.54%	14.26%	2.77%	47
VIOPX	VALIC Company I International Opportunities Fund	Foreign Small & Mid Cap Equities	Aug 31, 2006	0.95%	-0.56%	—	4.40%	68
VIPIX	Vanguard Inflation-Protected Securities Fund Insti...	Inflation-Protected Bonds	Dec 12, 2003	0.07%	0.53%	2.59%	4.47%	25
VIPSX	Vanguard Inflation-Protected Securities Fund Inves...	Inflation-Protected Bonds	Jun 29, 2000	0.20%	0.60%	2.47%	4.37%	23
VISAX	Virtus KAR International Small-Mid Cap Fund Class ...	Foreign Small & Mid Cap Equities	Sep 5, 2012	1.44%	-6.12%	7.57%	3.52%	4
VISGX	Vanguard Small Cap Growth Index Fund	Small Cap Growth Equities	May 21, 1998	0.19%	1.89%	10.55%	0.40%	37
VISPX	Voya Index Solution 2060 Portfolio	Target Retirement Date	Feb 8, 2015	0.22%	-0.94%	10.93%	1.52%	56
VISTX	Vanguard Institutional Short-Term Bond Fund	Short-Term Bond	Jun 19, 2015	0.02%	0.02%	2.41%	4.12%	97
VISVX	Vanguard Small Cap Value Index Fund	Small Cap Value Equities	May 21, 1998	0.19%	3.72%	10.03%	1.77%	36
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	Mar 25, 2004	0.10%	-5.30%	21.67%	0.43%	53
VITNX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	Aug 31, 2001	0.03%	-3.13%	13.81%	2.58%	47
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	May 31, 2001	0.02%	-3.12%	13.81%	2.59%	47
VITSX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Jul 7, 1997	0.03%	-3.13%	13.75%	1.16%	47
VIVAX	Vanguard Value Index Fund	Large Cap Value Equities	Nov 2, 1992	0.17%	3.70%	11.69%	1.89%	49

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.

Loading graphics...

Time Period