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
XSLCX	Invesco Senior Loan Fund Class IC	Bank Loan	Jun 15, 2003	1.60%	-1.96%	—	4.66%	37
YACKX	AMG Yacktman Fund	Large Cap Value Equities	Jul 6, 1992	0.71%	8.16%	11.64%	0.00%	9
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	May 1, 1997	1.25%	14.00%	11.45%	0.00%	16
YASLX	AMG Yacktman Special Opportunities Fund	Foreign Small & Mid Cap Equities	Jun 29, 2014	1.86%	15.12%	11.43%	0.00%	54
YCGEX	YCG Enhanced Fund	Large Cap Blend Equities	Dec 28, 2012	1.19%	-11.03%	10.57%	5.53%	1
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	Jan 30, 2017	0.95%	14.52%	—	0.00%	32
YOVIX	Yorktown Small-Cap Fund	Small Cap Growth Equities	May 9, 2016	1.38%	-1.72%	—	0.00%	9
ZDIVX	Zacks Dividend Fund	Large Cap Value Equities	Jan 31, 2014	1.30%	4.40%	10.54%	3.55%	70
ZEMIX	Ninety One Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 27, 2018	0.85%	13.76%	—	14.79%	90
ZGFIX	Ninety One Global Franchise Fund	Global Equities	Dec 10, 2017	0.85%	-8.23%	—	8.72%	8
ZSCCX	Zacks Small-Cap Core Fund	Small Cap Blend Equities	Jun 30, 2011	1.39%	6.99%	12.03%	0.00%	54
ZTR	Virtus Total Return Fund	Diversified Portfolio	Feb 24, 2005	3.77%	12.03%	6.77%	8.76%	73
ZVGNX	Zevenbergen Genea Fund	Large Cap Growth Equities	Aug 31, 2015	1.30%	-18.30%	17.39%	0.00%	5
ZVNBX	Zevenbergen Growth Fund	Large Cap Growth Equities	Aug 31, 2015	1.30%	-12.69%	14.87%	1.45%	6

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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