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
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	Jul 12, 2017	0.08%	-0.62%	—	2.01%	70
VMATX	Vanguard Massachusetts Tax-Exempt Fund	Municipal Bonds	Dec 9, 1998	0.13%	-0.10%	2.39%	3.62%	31
VMBIX	Vanguard Mortgage-Backed Securities Index Fund Ins...	Total Bond Market	Oct 31, 2013	0.05%	0.33%	1.40%	3.88%	58
VMBSX	Vanguard Mortgage-Backed Securities Index Fund Adm...	Total Bond Market	Dec 3, 2009	0.07%	0.31%	1.87%	3.87%	57
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	Mid Cap Blend Equities	May 21, 1998	0.04%	0.33%	10.85%	1.49%	26
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	Mid Cap Blend Equities	Dec 15, 2010	0.03%	0.33%	10.86%	1.50%	26
VMCTX	Vanguard Mega Cap Index Fund Institutional Shares	Large Cap Blend Equities	Feb 22, 2008	0.06%	-4.80%	14.82%	1.02%	48
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	Mid Cap Growth Equities	Mar 28, 2011	0.08%	5.22%	10.82%	0.67%	45
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	Mid Cap Value Equities	Nov 2, 2010	0.08%	1.63%	10.25%	1.85%	19
VMFXX	Vanguard Federal Money Market Fund	Money Market	Sep 1, 2010	0.00%	0.59%	—	3.68%	—
VMGAX	Vanguard Mega Cap Growth Index Fund Institutional ...	Large Cap Growth Equities	Apr 3, 2008	0.06%	-9.84%	17.01%	0.39%	32
VMGIX	Vanguard Mid-Cap Growth Index Fund	Mid Cap Growth Equities	Aug 17, 2006	0.19%	-6.19%	10.71%	0.57%	8
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	Sep 27, 2011	0.07%	-6.17%	10.84%	0.70%	9
VMGRX	Vanguard Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1997	0.33%	-10.91%	8.73%	19.92%	8
VMIAX	Vanguard Materials Index Fund Admiral Shares	Materials	Feb 11, 2004	0.10%	10.24%	10.77%	1.40%	43
VMIDX	VALIC Company I Mid Cap Index Fund	Mid Cap Blend Equities	Oct 1, 1991	0.34%	3.25%	8.14%	13.79%	30
VMLTX	Vanguard Limited-Term Tax-Exempt Fund Investor Sha...	Municipal Bonds	Aug 31, 1987	0.17%	0.14%	2.06%	3.06%	81
VMLUX	Vanguard Limited-Term Tax-Exempt Fund Admiral Shar...	Municipal Bonds	Feb 12, 2001	0.09%	0.15%	2.09%	3.14%	82
VMMSX	Vanguard Emerging Markets Select Stock Fund	Emerging Markets Equities	Jun 27, 2011	0.84%	4.35%	9.24%	2.22%	85
VMNFX	Vanguard Market Neutral Fund Investor Shares	Long-Short	Nov 11, 1998	1.31%	6.09%	3.98%	3.31%	88

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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