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
WLCTX	Wilshire International Equity Fund	Foreign Large Cap Equities	Nov 16, 2007	1.50%	8.08%	10.18%	11.54%	87
WLGAX	Delaware Ivy Large Cap Growth Fund	Large Cap Growth Equities	Jun 30, 2000	0.89%	-9.27%	14.93%	9.27%	12
WLIVX	WCM Focused International Value Fund	Foreign Large Cap Equities	Jun 28, 2020	1.50%	4.78%	—	2.10%	75
WMBDX	WesMark Government Bond Fund	Intermediate Core Bond	Apr 20, 1998	1.03%	0.25%	-0.15%	3.52%	9
WMBFX	Allspring Spectrum Conservative Growth Fund	Diversified Portfolio	Sep 29, 2004	1.50%	4.43%	5.49%	2.10%	74
WMBIX	Allspring Municipal Bond Fund Institutional Class	Municipal Bonds	Oct 23, 1986	0.42%	0.67%	2.32%	3.12%	30
WMBLX	WesMark Balanced Fund	Diversified Portfolio	Apr 19, 1998	1.24%	3.27%	7.07%	7.37%	81
WMCVX	Wasatch Small Cap Value Fund	Small Cap Blend Equities	Dec 17, 1997	1.16%	5.80%	10.71%	5.85%	26
WMFAX	Allspring Municipal Bond Fund	Municipal Bonds	Apr 7, 2005	0.74%	0.52%	2.03%	2.86%	33
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	Aug 5, 2008	0.37%	0.32%	12.72%	10.28%	66
WMGAX	Delaware Ivy Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2000	1.12%	-3.33%	11.28%	11.48%	16
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	Jun 19, 1995	1.63%	0.81%	13.59%	0.00%	44
WMKGX	WesMark Large Company Fund	Large Cap Growth Equities	Apr 14, 1997	1.12%	-2.13%	12.54%	21.66%	57
WMKMX	WesMark West Virginia Municipal Bond Fund	Municipal Bonds	Apr 13, 1997	1.10%	0.48%	1.21%	2.28%	37
WMKSX	WesMark Small Company Fund	Small Cap Growth Equities	Dec 31, 1993	1.24%	7.74%	12.85%	21.26%	74
WMKTX	WesMark Tactical Opportunity Fund	Tactical Allocation	Feb 28, 2017	1.43%	3.44%	—	4.17%	77
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	Jul 1, 2003	0.25%	-0.55%	14.86%	12.29%	67
WMRIX	Wilmington Real Asset Fund	Global Allocation	Jun 30, 2003	0.64%	12.61%	5.63%	6.35%	92
WNTFX	Weitz Nebraska Tax-Free Income Fund	Municipal Bonds	Dec 28, 2006	0.45%	0.67%	1.41%	2.55%	43
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	May 31, 1991	0.50%	0.60%	2.01%	4.02%	24

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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