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
VWUAX	Vanguard U.S. Growth Fund Admiral Shares	Large Cap Growth Equities	Aug 13, 2001	0.28%	-10.71%	14.66%	10.64%	44
VWUSX	Vanguard U.S. Growth Fund Investor Shares	Large Cap Growth Equities	Jan 6, 1959	0.38%	-10.74%	17.61%	10.50%	44
VYCAX	Voya Corporate Leaders 100 Fund Class A	Large Cap Growth Equities	Jun 30, 2008	0.81%	-1.50%	13.34%	8.35%	55
VYMSX	Voya Mid Cap Research Enhanced Index Fund	Mid Cap Blend Equities	Feb 3, 1998	0.82%	0.44%	9.49%	29.64%	24
VYSAX	Voya MI Dynamic Small Cap Fund Class I	Small Cap Growth Equities	Jan 4, 1994	0.86%	-2.45%	7.89%	12.50%	9
VYSVX	Vericimetry U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 27, 2011	0.63%	7.25%	10.48%	14.21%	59
VZICX	Vanguard International Core Stock Fund Admiral Sha...	Foreign Large Cap Equities	Oct 16, 2019	0.35%	4.02%	—	4.24%	95
WAAEX	Wasatch Small Cap Growth Fund	Small Cap Growth Equities	Dec 8, 1986	1.12%	-6.53%	8.67%	2.11%	5
WAARX	Western Asset Total Return Unconstrained Fund	Nontraditional Bonds	Jul 5, 2006	0.74%	-0.98%	2.21%	4.13%	39
WACPX	Western Asset Core Plus Bond Fund Class I	Total Bond Market	Jul 8, 1998	0.45%	-0.35%	1.90%	4.77%	26
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Diversified	Sep 30, 2007	1.91%	7.06%	6.88%	65.76%	80
WAESX	Wasatch Emerging Markets Select Fund	Emerging Markets Diversified	Dec 12, 2012	1.32%	-4.39%	7.44%	0.00%	24
WAFMX	Wasatch Frontier Emerging Small Countries Fund	Emerging Markets Diversified	Jan 30, 2012	2.15%	-2.22%	2.99%	0.00%	9
WAGOX	Wasatch Global Opportunities Fund	Global Equities	Nov 16, 2008	1.50%	-5.07%	8.84%	9.83%	3
WAGSX	Wasatch Global Select Fund	Global Equities	Sep 30, 2019	1.35%	-7.65%	—	0.00%	2
WAHYX	Western Asset High Yield Fund	High Yield Bonds	Sep 28, 2001	0.81%	-0.26%	5.48%	6.97%	88
WAIGX	Wasatch International Growth Fund	Foreign Small & Mid Cap Equities	Jun 27, 2002	1.44%	-6.51%	3.41%	57.52%	7
WAIIX	Western Asset Inflation Indexed Plus Bond Fund	Inflation-Protected Bonds	Feb 28, 2001	0.54%	0.32%	2.15%	3.32%	20
WAINX	Wasatch Emerging India Fund	Asia Pacific Equities	Apr 25, 2011	1.51%	-16.11%	8.83%	34.78%	0
WAIOX	Wasatch International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 26, 2005	1.96%	-7.26%	2.73%	73.64%	2

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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