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
VKLMX	Invesco Intermediate Term Municipal Income Fund	Municipal Bonds	May 27, 1993	0.76%	0.02%	2.11%	3.52%	42
VKMGX	InvescoQuality IncomeFund	Government Bonds	May 30, 1984	0.85%	0.18%	1.14%	3.11%	44
VKMMX	Invesco Municipal Income Fund	Municipal Bonds	Jul 31, 1990	0.81%	0.17%	2.03%	4.00%	11
VKSFX	Virtus KAR Small-Mid Cap Value Fund	Mid Cap Blend Equities	Aug 2, 2021	0.94%	-2.99%	—	0.24%	2
VKSIX	Virtus KAR Small-Mid Cap Core Fund	Mid Cap Growth Equities	Mar 7, 2018	1.02%	-7.03%	—	0.37%	1
VLAAX	Value Line Asset Allocation Fund	Diversified Portfolio	Aug 23, 1993	1.04%	-5.60%	7.33%	12.95%	0
VLACX	Vanguard Large Cap Index Fund	Large Cap Blend Equities	Jan 27, 2004	0.17%	-4.01%	13.96%	1.00%	45
VLCAX	Vanguard Large-Cap Index Fund Admiral Shares	Large Cap Blend Equities	Feb 2, 2004	0.05%	-3.98%	14.16%	1.11%	46
VLCGX	VALIC Company I Large Capital Growth Fund	Large Cap Growth Equities	Dec 20, 2004	0.74%	-5.37%	10.11%	11.03%	17
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	Corporate Bonds	Nov 19, 2009	0.05%	-0.57%	2.61%	5.13%	11
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	Jun 23, 1993	1.16%	2.24%	11.16%	6.26%	33
VLEQX	Villere Equity Fund	Mid Cap Growth Equities	May 31, 2013	1.22%	-0.36%	3.34%	0.54%	4
VLGIX	Vanguard Long-Term Treasury Index Fund Institution...	Government Bonds	Jul 30, 2010	0.05%	-0.26%	-0.82%	4.10%	3
VLGSX	Vanguard Long-Term Treasury Index Fund Admiral Sha...	Government Bonds	Mar 1, 2010	0.07%	-0.20%	-0.85%	4.08%	4
VLIFX	Value Line Mid Cap Focused Fund	Mid Cap Growth Equities	Mar 1, 1950	1.07%	-4.81%	11.61%	2.27%	2
VLISX	Vanguard Large-Cap Index Fund Institutional Shares	Large Cap Blend Equities	Jun 30, 2005	0.04%	-3.98%	14.17%	1.12%	46
VLMIX	Vanguard Long-Term Investment-Grade Fund Investor ...	Long-Term Bond	Jul 9, 1993	0.20%	-4.73%	—	2.24%	2
VLPIX	Virtus Duff & Phelps Select MLP and Energy Fund	Energy Equities	Sep 8, 2015	1.17%	20.90%	13.78%	7.96%	39
VLSMX	VALIC Company I Moderate Growth Lifestyle Fund	Diversified Portfolio	Aug 31, 2006	0.12%	-1.30%	—	6.49%	59
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	Corporate Bonds	Jan 19, 2010	0.07%	-0.57%	2.60%	5.11%	11

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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