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
WOGSX	White Oak Select Growth Fund	Large Cap Blend Equities	Aug 3, 1992	0.89%	-0.49%	13.78%	8.18%	62
WOOPX	JPMorgan SMID Cap Equity Fund	Mid Cap Blend Equities	May 31, 1991	0.84%	1.97%	7.21%	6.85%	11
WPGTX	WPG Partners Small/Micro Cap Value Fund	Small Cap Value Equities	Mar 30, 1972	1.10%	8.39%	9.88%	9.36%	68
WPLCX	WP Large Cap Income Plus Fund	Large Cap Value Equities	Oct 10, 2013	2.33%	4.09%	8.09%	0.00%	56
WPOPX	Weitz Partners III Opportunity Fund	Long-Short	Dec 29, 2005	1.43%	-5.48%	5.98%	5.95%	3
WPSGX	AB Concentrated Growth Fund	Large Cap Growth Equities	Feb 28, 1994	0.75%	-7.42%	11.80%	9.20%	9
WPVLX	Weitz Partners Value Fund	Large Cap Blend Equities	Jun 1, 1983	1.09%	-5.05%	6.84%	9.51%	4
WRAIX	Wilmington Global Alpha Equities Fund	Long-Short	Jan 11, 2012	1.24%	0.70%	5.15%	0.17%	39
WRGCX	Delaware Ivy Small Cap Growth Fund	Small Cap Growth Equities	Sep 21, 1992	1.89%	3.31%	10.74%	12.10%	46
WRHIX	Delaware Ivy High Income Fund	High Yield Bonds	Jul 31, 1997	1.70%	-1.25%	4.15%	5.19%	42
WRPIX	Allspring Alternative Risk Premia Fund	Multistrategy	Jan 28, 2019	0.72%	9.94%	—	6.52%	58
WSBFX	Boston Trust Walden Balanced Fund	Diversified Portfolio	Jun 17, 1999	1.00%	1.01%	8.34%	7.89%	61
WSCVX	Walthausen Small Cap Value Fund	Small Cap Value Equities	Feb 1, 2008	1.21%	12.49%	—	11.76%	80
WSEFX	Boston Trust Walden Equity Fund	Large Cap Blend Equities	Jun 18, 1999	1.00%	0.39%	11.83%	11.50%	62
WSHFX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Aug 5, 2008	0.64%	0.24%	12.48%	10.08%	67
WSINX	Allspring Income Plus Fund	Multisector Bonds	Jan 30, 2013	0.60%	0.69%	4.27%	5.29%	71
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 29, 2003	1.10%	2.81%	12.11%	2.73%	31
WSSCX	Allspring Short-Term Municipal Bond Fund	Municipal Bonds	Jan 30, 2003	1.38%	0.28%	0.70%	1.53%	57
WSTAX	Nomura Science and Technology Fund Class A	Technology Equities	—	1.17%	7.12%	21.55%	17.10%	80
WSTCX	Delaware Ivy Science and Technology Fund	Technology Equities	Jul 30, 1997	2.14%	6.91%	24.42%	12.49%	80

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