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
WAISX	Wasatch International Select Fund	Foreign Large Cap Equities	Sep 30, 2019	1.30%	-2.07%	—	0.00%	7
WALSX	Wasatch Long/Short Alpha Fund	Long-Short	Sep 30, 2021	1.75%	4.56%	—	0.00%	2
WAMCX	Wasatch Ultra Growth Fund	Small Cap Growth Equities	Aug 17, 1992	1.16%	-6.44%	11.51%	0.00%	17
WAMFX	Boston Trust Walden Midcap Fund	Mid Cap Blend Equities	Aug 1, 2011	0.99%	-1.74%	10.18%	7.35%	15
WAMVX	Wasatch Micro Cap Value Fund	Small Cap Growth Equities	Jul 28, 2003	1.66%	-1.46%	12.78%	11.37%	49
WARAX	Allspring Absolute Return Fund	Global Allocation	Feb 29, 2012	0.70%	15.61%	5.75%	1.73%	90
WASCX	Delaware Ivy Asset Strategy Fund	Global Allocation	Apr 19, 1995	2.18%	-1.37%	7.89%	10.85%	56
WASMX	Boston Trust Walden SMID Cap Fund	Mid Cap Blend Equities	Jun 28, 2012	1.00%	-3.98%	9.75%	1.72%	7
WATFX	Western Asset Core Bond Fund	Intermediate Core Bond	Sep 4, 1990	0.46%	-0.48%	1.60%	3.85%	27
WATIX	Western Asset Intermediate Bond Fund	Intermediate Core Bond	Jul 1, 1994	0.56%	-0.45%	1.91%	3.63%	39
WAVLX	Wavelength Interest Rate Neutral Fund	Nontraditional Bonds	Sep 29, 2013	0.99%	0.33%	4.07%	3.62%	71
WAYEX	Waycross Long/Short Equity Fund	Long-Short	Apr 28, 2015	2.27%	-5.13%	9.30%	5.58%	56
WAYFX	Waycross Focused Core Equity Fund	Large Cap Blend Equities	Dec 14, 2020	0.89%	-7.06%	—	1.14%	39
WBALX	Weitz Balanced Fund	Diversified Portfolio	Sep 30, 2003	0.85%	-2.52%	5.56%	5.08%	8
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	Oct 1, 2019	1.25%	-0.18%	—	2.99%	26
WBEIX	William Blair Emerging Markets Growth Fund	Emerging Markets Diversified	Jun 5, 2005	1.11%	4.13%	8.94%	0.39%	78
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Diversified	Mar 25, 2008	1.05%	-1.29%	6.52%	0.89%	55
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	Mar 20, 1946	1.20%	-10.00%	18.11%	48.85%	34
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	Sep 30, 1992	1.31%	0.69%	7.15%	18.84%	53
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	Jul 25, 2002	0.98%	0.77%	7.59%	12.43%	52

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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