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
WTAIX	Wilmington Municipal Bond Fund	Municipal Bonds	Nov 1, 1993	0.49%	0.19%	1.52%	2.44%	49
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund	Municipal Bonds	May 30, 1991	0.65%	0.86%	1.77%	3.46%	56
WTIBX	Segall Bryant & Hamill Plus Bond Fund	Intermediate Core-Plus Bond	Jun 1, 1988	0.55%	0.58%	2.39%	4.12%	26
WTLS	WisdomTree Efficient Long/Short US Equity Fund	Long-Short	Jan 20, 2026	0.88%	—	—	0.00%	—
WTLTX	Segall Bryant & Hamill Quality High Yield Fund	High Yield Bonds	Jun 1, 1988	0.85%	0.46%	4.94%	4.12%	95
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	May 31, 1988	0.89%	1.61%	9.16%	5.64%	36
WTRCX	Delaware Ivy Core Equity Fund	Large Cap Blend Equities	Sep 21, 1992	1.75%	0.09%	15.17%	22.88%	35
WVALX	Weitz Value Fund	Large Cap Blend Equities	May 9, 1986	1.04%	-9.12%	8.88%	24.02%	3
WWMCX	Westwood Quality Midcap Fund	Mid Cap Value Equities	Nov 29, 2021	0.58%	—	—	30.04%	—
WWNPX	Kinetics Paradigm Fund	Mid Cap Growth Equities	Dec 31, 1999	1.64%	34.80%	20.53%	6.09%	6
WWWEX	Kinetics The Global Fund	Diversified Portfolio	Dec 30, 1999	1.39%	8.28%	16.41%	2.38%	15
WWWFX	Kinetics Internet No Load	Technology Equities	Oct 21, 1996	1.71%	-0.24%	15.89%	1.81%	2
XCIIX	BlackRock Enhanced Capital and Income Fund	Derivative Income	Apr 30, 2004	0.90%	-0.22%	9.19%	2.50%	17
XETOX	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	Apr 30, 2004	1.74%	-1.07%	8.82%	2.20%	36
XILSX	Pioneer ILS Interval Fund	High Yield Bonds	Dec 16, 2014	1.88%	6.11%	—	8.96%	100
XPRTX	Invesco Senior Loan Fund	Bank Loan	Oct 3, 1989	1.45%	-1.33%	—	5.38%	49
XPTFX	Federated Hermes Project and Trade Finance Tender ...	Bank Loan	Jan 31, 2017	0.41%	1.62%	—	6.11%	80
XQQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	Jan 30, 2007	0.92%	-3.85%	9.49%	1.88%	22
XSIAX	Voya Senior Income Fund	Bank Loan	Apr 1, 2001	1.51%	-0.13%	—	6.19%	57
XSLCX	Invesco Senior Loan Fund Class IC	Bank Loan	Jun 15, 2003	1.60%	-1.96%	—	4.66%	35

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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