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
ACEYX	AB All China Equity Portfolio	China Equities	Jul 24, 2018	1.25%	-4.04%	—	5.17%	22
ACFFX	Columbia Acorn International Select Fund	Foreign Large Cap Equities	Nov 22, 1998	0.98%	-4.76%	6.55%	6.96%	21
ACFIX	Water Island Credit Opportunities Fund	Nontraditional Bonds	Sep 30, 2012	0.98%	0.73%	3.69%	3.77%	21
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	May 31, 2006	0.85%	-9.32%	17.53%	8.33%	47
ACGIX	Invesco Growth and Income Fund	Large Cap Value Equities	Aug 1, 1946	0.80%	0.26%	10.85%	8.36%	43
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	Aug 28, 1987	0.54%	-0.61%	—	4.60%	25
ACHFX	American Century High Income Fund Class G	High Yield Bonds	May 19, 2022	—	-0.73%	—	6.80%	87
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	Mar 1, 2022	0.01%	-9.20%	—	17.56%	28
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	Jul 8, 1998	0.72%	3.45%	8.96%	10.21%	36
ACINX	Columbia Acorn International Fund	Foreign Small & Mid Cap Equities	Sep 22, 1992	0.97%	-1.26%	3.91%	5.99%	20
ACISX	AB Corporate Income Shares	Corporate Bonds	Dec 11, 2006	0.00%	-0.51%	3.08%	4.68%	41
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	Feb 9, 1997	0.46%	0.28%	2.56%	4.29%	18
ACIZX	Alger Capital Appreciation Fund Institutional Clas...	Large Cap Growth Equities	Oct 14, 2016	0.88%	-9.11%	—	7.36%	58
ACLAX	American Century Mid Cap Value Fund A Class	Mid Cap Value Equities	Mar 31, 2004	1.22%	2.76%	8.56%	13.79%	18
ACMDX	Absolute Capital Defender Fund	Tactical Allocation	Dec 17, 2015	2.70%	-0.37%	4.03%	3.31%	37
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2004	0.97%	2.80%	8.83%	14.00%	19
ACP	abrdn Income Credit Strategies Fund	Multisector Bonds	Jan 27, 2011	1.97%	-1.85%	6.55%	18.27%	5
ACRNX	Columbia Acorn Fund	Mid Cap Growth Equities	Jun 10, 1970	0.83%	-3.66%	7.95%	0.00%	22
ACSMX	Advisors Capital Small/Mid Cap Fund	Small Cap Growth Equities	Mar 18, 2021	1.95%	-7.96%	—	0.00%	4
ACSNX	American Century Short Duration Fund	Short-Term Bond	Nov 30, 2006	0.57%	-0.10%	2.27%	4.13%	94

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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