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
WHGIX	Westwood Income Opportunity Fund	Diversified Portfolio	Dec 18, 2005	0.81%	2.23%	6.43%	2.92%	84
WHGLX	Westwood Quality Value Fund	Large Cap Value Equities	Jun 28, 2006	0.65%	2.99%	9.58%	21.27%	39
WHGMX	Westwood Quality SMidCap Fund	Mid Cap Blend Equities	Dec 19, 2005	0.88%	10.22%	10.07%	4.71%	69
WHGSX	Westwood Quality SmallCap Fund	Small Cap Blend Equities	Apr 2, 2007	0.92%	7.91%	9.36%	5.66%	38
WHOSX	Wasatch-Hoisington U.S. Treasury Fund	Government Bonds	Dec 7, 1986	0.67%	-1.34%	-2.52%	4.13%	1
WHYIX	Allspring High Yield Municipal Bond Fund	High Yield Muni	Jan 30, 2013	0.55%	1.04%	2.82%	4.36%	15
WIA	Western Asset Inflation-Linked Income Fund	Inflation-Protected Bonds	—	4.00%	0.19%	3.87%	7.68%	18
WIBMX	Wilmington Broad Market Bond Fund	Intermediate Core Bond	Jul 16, 1993	0.57%	-0.07%	—	3.44%	12
WICGX	William Blair China Growth Fund	China Equities	Aug 26, 2021	1.01%	-1.68%	—	0.85%	18
WICIX	Allspring Special International Small Cap Fund	Foreign Small & Mid Cap Equities	May 30, 2019	1.05%	0.24%	—	5.11%	26
WIEFX	Boston Trust Walden International Equity Fund	Foreign Large Cap Equities	Jun 9, 2015	0.94%	3.81%	7.42%	0.00%	24
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	Aug 15, 2012	0.90%	6.80%	8.75%	7.47%	60
WIORX	Wilshire Income Opportunities Fund	Multisector Bonds	Mar 29, 2016	1.15%	0.21%	—	4.39%	37
WIPIX	Allspring Core Plus Bond Fund Institutional Class	Intermediate Core-Plus Bond	Jul 13, 1998	0.35%	0.48%	2.94%	4.83%	22
WIREX	Wireless Fund	Technology Equities	Apr 3, 2000	1.95%	-1.75%	18.62%	3.47%	65
WISEX	Azzad Wise Capital Fund	Short-Term Bond	Apr 1, 2010	0.89%	-0.10%	2.36%	3.62%	76
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	Dec 20, 2013	0.87%	7.27%	13.79%	0.00%	56
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Oct 31, 2005	1.23%	5.26%	5.70%	0.58%	40
WITAX	Segall Bryant & Hamill Municipal Opportunities Fun...	Municipal Bonds	Dec 15, 2016	0.50%	0.75%	—	3.19%	65
WIW	Western Asset Inflation-Linked Opportunities & Inc...	Inflation-Protected Bonds	—	—	1.50%	4.13%	8.79%	23

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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