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
VMNIX	Vanguard Market Neutral Fund Institutional Shares	Long-Short	Oct 19, 1998	1.25%	6.05%	4.05%	3.37%	88
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	Global Equities	Dec 12, 2013	0.14%	3.81%	8.52%	9.70%	43
VMPAX	Allspring Strategic Municipal Bond Fund	Municipal Bonds	Nov 30, 1994	0.79%	0.19%	2.51%	3.66%	66
VMRXX	Vanguard Cash Reserves Federal Money Market Fund A...	Money Market	Oct 3, 1989	0.10%	0.59%	—	3.69%	—
VMSAX	Vanguard Multi-Sector Income Bond Fund Admiral Sha...	Multisector Bonds	Oct 12, 2021	0.30%	-0.66%	—	5.15%	31
VMSGX	VALIC Company I Mid Cap Strategic Growth Fund	Mid Cap Growth Equities	Dec 20, 2004	0.75%	-3.33%	12.56%	8.23%	24
VMSIX	Vanguard Multi-Sector Income Bond Inv	Multisector Bonds	Oct 14, 2021	0.45%	-0.68%	—	5.05%	88
VMTTX	Viking Tax-Free Fund For Montana	Municipal Bonds	Aug 2, 1999	0.98%	0.17%	1.12%	2.71%	33
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	Mid Cap Value Equities	Sep 27, 2011	0.07%	5.05%	10.35%	1.98%	46
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	Global Equities	Dec 12, 2013	0.21%	3.80%	9.29%	9.61%	43
VMVIX	Vanguard Mid-Cap Value Index Fund	Mid Cap Value Equities	Aug 17, 2006	0.19%	5.03%	10.14%	1.86%	45
VMVLX	Vanguard Mega Cap Value Index Fund Institutional S...	Large Cap Value Equities	Mar 5, 2008	0.06%	3.65%	12.07%	2.06%	47
VNDFX	Viking Tax-Free Fund for North Dakota	Municipal Bonds	Aug 2, 1999	0.98%	0.17%	0.59%	2.78%	25
VNJTX	Vanguard New Jersey Long-Term Tax-Exempt Fund Inve...	Municipal Bonds	Feb 3, 1988	0.17%	0.06%	3.05%	3.59%	33
VNJUX	Vanguard New Jersey Long-Term Tax-Exempt Fund Admi...	Municipal Bonds	May 14, 2001	0.09%	0.07%	3.10%	3.64%	34
VNSYX	Natixis Vaughan Nelson Select Fund	Large Cap Blend Equities	Jun 29, 2012	0.85%	-4.65%	12.54%	9.78%	20
VNVYX	Natixis Funds Trust II Vaughan Nelson Mid Cap Fund	Mid Cap Blend Equities	Oct 31, 2008	0.90%	4.21%	10.20%	43.20%	32
VNYTX	Vanguard New York Long-Term Tax-Exempt Fund Invest...	Municipal Bonds	Apr 7, 1986	0.17%	0.14%	2.40%	3.63%	29
VNYUX	Vanguard New York Long-Term Tax-Exempt Fund Admira...	Municipal Bonds	May 14, 2001	0.09%	0.15%	2.48%	3.68%	29
VOHIX	Vanguard Ohio Long-Term Tax-Exempt Fund	Municipal Bonds	Jun 18, 1990	0.13%	-0.18%	2.56%	3.62%	28

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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