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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	Jul 24, 2017	0.02%	-3.10%	—	0.00%	46
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	Dec 27, 1999	1.25%	0.24%	13.86%	7.47%	38
WCCFX	Allspring Spectrum Income Allocation Fund	Diversified Portfolio	Sep 29, 2004	1.50%	3.10%	2.74%	2.78%	73
WCEIX	Virtus Westchester Event-Driven Fund	Event Driven	Jan 1, 2014	1.63%	0.39%	4.63%	11.28%	93
WCFOX	WCM Focused International Opportunities Fund	Foreign Small & Mid Cap Equities	Mar 29, 2021	1.50%	-3.04%	—	0.34%	54
WCFRX	Virtus Westchester Credit Event Fund	Event Driven	Dec 28, 2017	1.90%	-0.67%	—	6.87%	62
WCMEX	WCM Focused Emerging Markets Fund Institutional Cl...	Emerging Markets Equities	Jun 28, 2013	1.26%	2.94%	8.98%	0.00%	79
WCMIX	WCM Focused International Growth Fund	Foreign Large Cap Equities	May 30, 2011	1.04%	0.52%	10.78%	5.70%	51
WCMJX	WCM Focused Small Cap Fund	Small Cap Value Equities	Oct 30, 2019	1.25%	—	—	3.80%	—
WCMNX	WCM Small Cap Growth Fund	Small Cap Growth Equities	Oct 30, 2019	1.24%	-2.95%	—	1.02%	30
WCMSX	WCM International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Nov 29, 2015	1.25%	3.37%	11.75%	0.78%	69
WCPIX	Communication Services UltraSector ProFund	Leveraged Equities, Leveraged	Jun 18, 2000	1.78%	-8.27%	17.98%	1.53%	44
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	Jul 31, 2014	0.89%	0.16%	3.43%	4.89%	35
WCQGX	WCM China Quality Growth Fund	China Equities	Mar 30, 2020	1.50%	-4.19%	—	6.96%	8
WDI	Western Asset Diversified Income Fund	Multisector Bonds	Jun 24, 2021	1.73%	-0.54%	—	13.26%	52
WEA	Western Asset Premier Bond Fund	Diversified Portfolio	—	—	-1.11%	5.34%	7.85%	22
WEACX	Allspring Spectrum Aggressive Growth Fund	Diversified Portfolio	Sep 30, 1997	1.50%	1.36%	—	12.08%	85
WEBAX	TETON Westwood Balanced Fund	Diversified Portfolio	Sep 30, 1991	1.41%	-0.38%	6.47%	14.51%	35
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	May 24, 2021	0.70%	-0.35%	—	5.79%	87
WEFIX	Weitz Short Duration Income Fund	Short-Term Bond	Dec 23, 1988	0.48%	0.23%	2.79%	4.19%	95

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