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
AFMBX	American Funds American Balanced Fund Class F-3	Diversified Portfolio	Jul 26, 1975	0.25%	-0.62%	—	8.66%	83
AFMCX	Acuitas US Microcap Fund	Small Cap Blend Equities	Jul 18, 2014	1.50%	2.10%	9.96%	4.64%	73
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	Feb 21, 1950	0.27%	-1.07%	—	7.98%	35
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	Jul 5, 2012	0.83%	1.74%	10.47%	31.45%	39
AFOCX	Archer Focus Fund	Large Cap Blend Equities	Dec 31, 2019	3.29%	-1.29%	—	2.67%	7
AFOIX	Alger Mid Cap Focus Fund new	Mid Cap Growth Equities	Jun 14, 2019	0.95%	-6.80%	—	0.00%	33
AFQSX	Alpha Fiduciary Quantitative Strategy Fund	Tactical Allocation	Dec 30, 2019	1.70%	-0.42%	—	0.00%	18
AFRAX	Invesco Floating Rate ESG Fund	Bank Loan	Apr 30, 1997	1.04%	-1.11%	4.63%	7.20%	68
AFTEX	American Funds Tax Exempt Bond Fund	Municipal Bonds	Oct 2, 1979	0.50%	-0.08%	2.13%	3.02%	30
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	Feb 1, 2017	1.48%	-1.76%	—	3.80%	25
AGBVX	American Century Global Bond Fund	Global Bonds	Jan 30, 2012	0.80%	-0.09%	1.50%	4.03%	48
AGCVX	American Century Global Small Cap Fund	Global Equities	Mar 28, 2016	1.11%	1.76%	—	0.70%	44
AGD	abrdn Global Dynamic Dividend Fund	Global Equity Income	May 11, 2006	1.14%	-3.37%	11.97%	12.43%	29
AGDAX	AB High Income Fund	High Yield Bonds	Feb 25, 1994	0.84%	-0.94%	4.69%	6.30%	77
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	Feb 24, 2014	1.38%	1.29%	7.47%	8.99%	98
AGEYX	American Beacon Developing World Income Fund Class...	Emerging Markets Bonds	Feb 25, 2014	1.14%	1.32%	7.74%	9.17%	98
AGLOX	Ariel Global Fund	Global Equities	Dec 29, 2011	1.13%	-1.16%	7.94%	16.57%	37
AGOCX	PGIM Jennison Global Equity Income Fund	Global Equities	Dec 30, 1997	1.94%	6.52%	9.43%	9.02%	83
AGOVX	Invesco Income Fund	Nontraditional Bonds	Apr 27, 1987	0.96%	-0.17%	1.11%	4.69%	67
AGRDX	JPMorgan Research Enhanced Equity Fund Class R6	Large Cap Blend Equities	Mar 31, 2016	0.25%	-9.31%	15.29%	17.92%	26

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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