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
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	Oct 7, 1968	0.80%	0.26%	11.95%	8.81%	36
ACTHX	Invesco High Yield Municipal Fund	High Yield Muni	Jan 1, 1986	1.39%	0.04%	2.78%	5.40%	12
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	Feb 1, 2021	2.09%	-0.63%	—	3.11%	27
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	Mar 18, 2021	1.95%	-0.93%	—	0.00%	43
ACV	Virtus Diversified Income & Convertible Fund	Diversified Portfolio	May 26, 2015	2.69%	-4.25%	15.69%	10.31%	85
ACWDX	AMG GW&K Small/Mid Cap Growth Fund	Small Cap Growth Equities	Nov 3, 2010	1.00%	2.03%	9.80%	0.00%	13
ADAIX	AQR Diversified Arbitrage Fund Class I	Multistrategy	Jan 15, 2009	1.38%	1.09%	6.78%	2.10%	99
ADANX	AQR Diversified Arbitrage Fund Class N	Multistrategy	Jan 15, 2009	2.12%	1.01%	6.51%	1.84%	99
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	May 7, 2019	1.21%	-3.75%	—	3.51%	12
ADGAX	AB Core Opportunities Fund	Large Cap Blend Equities	Dec 22, 1999	1.09%	-6.59%	12.14%	16.75%	29
ADJEX	Azzad Ethical Fund	Mid Cap Growth Equities	Dec 22, 2000	0.99%	-4.73%	7.88%	0.00%	8
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	Apr 6, 2005	1.43%	1.91%	9.61%	8.04%	48
ADLVX	Adler Value Fund	Large Cap Value Equities	Aug 16, 2018	1.29%	-1.36%	—	1.01%	16
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	Jan 27, 2017	1.39%	-10.86%	—	0.00%	42
ADOIX	ACM Dynamic Opportunity Fund	Long-Short	Jan 19, 2015	1.72%	-1.28%	8.37%	2.90%	60
ADSIX	American Century Disciplined Growth Fund	Large Cap Growth Equities	Sep 30, 2005	0.99%	-9.95%	14.06%	15.11%	26
ADVDX	abrdn Dynamic Dividend Fund	Global Equities	Sep 21, 2003	1.25%	1.66%	9.80%	8.50%	72
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	Nov 16, 2009	0.95%	-0.15%	10.66%	5.69%	23
ADVLX	Vaughan Nelson International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 30, 2013	0.99%	6.68%	9.24%	0.81%	95
ADVMX	Vaughan Nelson Emerging Markets Opportunities Fund	Emerging Markets Diversified	Oct 31, 2013	1.10%	9.34%	8.45%	9.74%	95

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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