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
ADVNX	North Square Strategic Income Fund	Multisector Bonds	Dec 30, 2012	0.90%	0.72%	5.02%	4.82%	91
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	Jan 2, 1990	0.59%	-1.87%	16.74%	8.25%	80
AEDAX	Invesco EQV European Equity Fund	Europe Equities	Nov 2, 1997	1.37%	5.12%	5.74%	16.09%	69
AEDNX	Water Island Event-Driven Fund	Event Driven	Sep 30, 2010	1.44%	0.78%	4.24%	0.94%	96
AEDVX	American Century Emerging Markets Debt Fund	Emerging Markets Bonds	Jul 28, 2014	0.98%	-0.35%	3.63%	6.28%	93
AEMGX	Acadian Emerging Markets Portfolio	Emerging Markets Diversified	Jun 16, 1993	1.49%	5.13%	9.78%	4.09%	81
AEMSX	abrdn Emerging Markets Instl Svc	Emerging Markets Diversified	Nov 23, 2009	1.25%	4.25%	7.76%	5.89%	87
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	Aug 1, 2008	0.58%	-1.06%	8.06%	14.07%	67
AEPGX	American Funds EuroPacific Growth Fund Class A	Foreign Large Cap Equities	Apr 16, 1984	0.80%	-1.12%	7.65%	13.85%	67
AFAVX	AMG River Road Focused Absolute Value Fund	Mid Cap Blend Equities	Nov 3, 2015	0.82%	-3.90%	7.05%	0.00%	1
AFB	AllianceBernstein National Municipal Income Fund	Municipal Bonds	Nov 9, 2001	1.56%	-1.34%	1.24%	5.65%	5
AFBIX	Access Flex Bear High Yield ProFund	Inverse Bonds, Leveraged	Apr 26, 2005	1.78%	0.69%	-4.41%	0.00%	1
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	Mar 28, 2016	1.10%	-5.74%	—	0.02%	12
AFDAX	American Century Sustainable Equity Fund	Large Cap Blend Equities	Nov 30, 2004	1.04%	-5.10%	12.63%	24.25%	27
AFDIX	American Century Large Cap Equity Fund Investor Cl...	Large Cap Blend Equities	Jul 29, 2005	0.79%	-5.03%	12.95%	24.43%	28
AFDVX	Applied Finance Explorer Investor	Small Cap Value Equities	Jun 11, 2015	1.08%	1.95%	12.46%	2.84%	30
AFEIX	American Century Large Cap Equity Fund Institution...	Large Cap Blend Equities	Jul 29, 2005	0.59%	-4.99%	13.20%	24.61%	29
AFGPX	Alger International Focus Fund	Foreign Large Cap Equities	Nov 10, 1986	1.28%	-0.12%	7.13%	13.82%	27
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	Mar 15, 2001	0.64%	-2.52%	13.28%	8.71%	71
AFLIX	Anfield Universal Fixed Income Fund	Nontraditional Bonds	Jun 27, 2013	1.39%	0.10%	—	2.73%	97

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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