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
VSLAX	Invesco Senior Loan Fund Class A	Bank Loan	Feb 21, 2005	1.70%	-2.31%	5.00%	4.62%	30
VSLCX	Invesco Senior Loan Fund Class C	Bank Loan	Feb 21, 2005	2.45%	-2.30%	4.33%	4.16%	25
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	Nov 13, 2000	0.05%	2.97%	10.70%	1.32%	38
VSMGX	Vanguard LifeStrategy Moderate Growth Fund	Diversified Portfolio	Sep 30, 1994	0.13%	-0.43%	8.21%	5.27%	74
VSMIX	Vanguard Short-Term Investment-Grade Fund Investor...	Short-Term Bond	Oct 29, 1982	0.20%	11.32%	16.28%	7.67%	75
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Apr 28, 2015	0.02%	-3.12%	13.76%	1.17%	47
VSMSX	Vanguard S&P Small-Cap 600 Index Fund Institutiona...	Small Cap Blend Equities	Apr 1, 2011	0.08%	4.48%	10.10%	1.33%	38
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	Small Cap Value Equities	Nov 19, 2014	0.08%	4.76%	9.70%	1.81%	41
VSNGX	JPMorgan Mid Cap Equity Fund	Mid Cap Growth Equities	Dec 31, 1996	0.89%	0.49%	11.15%	6.12%	20
VSORX	Victory Sycamore Small Company Opportunity Fund Cl...	Small Cap Blend Equities	Dec 15, 2015	0.85%	4.48%	9.84%	5.57%	20
VSPGX	Vanguard S&P 500 Growth Index Fund Institutional S...	Large Cap Growth Equities	Apr 5, 2019	0.08%	-6.85%	—	0.55%	49
VSPMX	Vanguard S&P Mid-Cap 400 Index Fund Institutional ...	Mid Cap Blend Equities	Mar 28, 2011	0.08%	3.47%	10.63%	1.35%	32
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	Mar 3, 2015	0.08%	0.28%	11.38%	1.81%	32
VSQYX	Invesco MSCI World SRI Index Fund	Global Equities	Jun 30, 2016	0.19%	—	—	115.28%	—
VSRDX	VALIC Company I U.S. Socially Responsible Fund	Large Cap Blend Equities	Aug 31, 2006	0.35%	-1.39%	—	19.75%	39
VSSVX	VALIC Company I Small Cap Special Values Fund	Small Cap Value Equities	Dec 5, 2005	0.87%	-0.22%	6.01%	10.07%	5
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	Corporate Bonds	Nov 19, 2009	0.05%	-0.12%	3.00%	4.04%	94
VSTCX	Vanguard Strategic Small-Cap Equity Fund	Small Cap Blend Equities	Apr 24, 2006	0.26%	3.56%	11.54%	7.29%	69
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	Apr 20, 1987	0.29%	-3.66%	13.20%	13.29%	49
VSTSX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Jun 27, 2016	0.01%	-3.12%	—	1.18%	47

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