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
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	May 11, 1998	1.41%	8.67%	8.71%	20.98%	74
WESCX	TETON Westwood SmallCap Equity Fund	Small Cap Blend Equities	Apr 15, 1997	1.25%	11.44%	13.87%	6.73%	89
WESRX	TETON Convertible Securities Fund	Convertible Bonds	Sep 29, 1997	1.15%	1.19%	8.27%	8.08%	53
WESWX	TETON Westwood Equity Fund	Large Cap Value Equities	Jan 2, 1987	1.64%	0.30%	8.48%	14.74%	23
WEUSX	SEI Institutional Investments Trust World Equity E...	Foreign Large Cap Equities	Mar 28, 2005	0.63%	1.30%	9.14%	12.37%	72
WFBIX	iShares U.S. Aggregate Bond Index Fund	Intermediate Core Bond	Jul 2, 1993	0.05%	-0.13%	1.97%	3.53%	25
WFCMX	Allspring Managed Account CoreBuilder Shares - Ser...	Municipal Bonds	Apr 13, 2008	0.00%	0.41%	2.72%	3.69%	18
WFDDX	Allspring Discovery SMID Cap Growth Fund	Mid Cap Growth Equities	Apr 8, 2005	1.11%	-3.24%	11.53%	17.74%	30
WFEAX	Allspring International Equity Fund	Foreign Large Cap Equities	Jan 19, 1998	1.13%	0.37%	6.76%	1.84%	51
WFEMX	WCM Focused Emerging Markets Fund	Emerging Markets Diversified	Jun 27, 2013	1.50%	2.88%	8.81%	0.00%	79
WFGGX	WCM Focused Global Growth Fund	Global Equities	Jun 27, 2013	1.30%	-2.89%	14.11%	3.86%	39
WFIOX	Allspring Index Fund	Large Cap Blend Equities	Feb 14, 1985	0.25%	-3.17%	14.11%	7.27%	75
WFIVX	Wilshire 5000 Index Portfolio	Large Cap Blend Equities	Feb 1, 1999	0.54%	-2.75%	12.87%	9.22%	81
WFMIX	Allspring Special Mid Cap Value Fund Class I	Mid Cap Value Equities	—	0.80%	4.30%	10.78%	10.78%	49
WFPAX	Allspring Special Mid Cap Value Fund - Class A	Mid Cap Value Equities	Jul 31, 2007	1.12%	4.20%	10.43%	10.92%	40
WFPRX	Allspring Special Mid Cap Value Fund Class R6	Mid Cap Value Equities	Jun 28, 2013	0.70%	4.33%	10.89%	10.85%	30
WFRPX	Wealthfront Risk Parity Fund Class W	Global Equities	Jan 22, 2018	0.25%	—	—	0.00%	—
WFSPX	iShares S&P 500 Index Fund	S&P 500	Jul 30, 1993	0.03%	-3.11%	14.23%	1.80%	83
WFSTX	Allspring Specialized Technology Fund	Technology Equities	Sep 17, 2000	1.25%	-6.77%	15.13%	18.22%	7
WFTAX	Allspring Intermediate Tax/AMT-Free Fund	Municipal Bonds	Jul 30, 2007	0.70%	-0.14%	1.64%	2.68%	21

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