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
AGREX	Invesco Global Real Estate Fund	REIT	Apr 28, 2005	1.38%	2.68%	1.82%	2.30%	17
AGRFX	AB Growth Fund	Large Cap Growth Equities	Sep 4, 1990	1.12%	-8.88%	14.70%	17.97%	14
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	Dec 1, 1973	0.61%	-7.11%	14.44%	11.51%	37
AGVHX	American Funds Global Insight Fund	Global Equities	Mar 31, 2011	0.47%	-2.25%	—	1.21%	59
AHIDX	American Century High Income R6	High Yield Bonds	Oct 2, 2017	0.53%	-0.71%	—	6.31%	83
AHIFX	American Funds American High-Inc F2	High Yield Bonds	Aug 4, 2008	0.43%	-0.08%	6.38%	6.08%	80
AHITX	American Funds American High-Income Trust	High Yield Bonds	Feb 19, 1988	0.69%	-0.13%	6.16%	5.84%	78
AHLIX	American Beacon AHL Managed Futures Strategy Fund ...	Systematic Trend	Aug 19, 2014	1.53%	7.45%	4.27%	7.68%	63
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	Aug 18, 2014	1.83%	7.30%	3.89%	7.52%	62
AHMFX	American High-Income Municipal Bond Fund Class F-2	High Yield Muni	Aug 1, 2008	0.42%	0.11%	3.45%	4.24%	23
AHSAX	Alger Health Sciences Fund	Health & Biotech Equities	Apr 30, 2002	1.05%	-3.42%	8.47%	0.00%	49
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	Dec 30, 2018	1.41%	4.31%	—	7.65%	32
AHYMX	abrdn Short Duration High Yield Municipal Fund	High Yield Muni	May 30, 2013	0.68%	0.00%	1.55%	4.19%	13
AIBAX	American Funds Intermediate Bond Fund of America	Short-Term Bond	Feb 19, 1988	0.63%	-0.43%	1.67%	3.53%	53
AICFX	The Investment Company of America Class F-1	Large Cap Blend Equities	Jan 2, 1934	0.63%	-4.20%	13.03%	11.06%	53
AIEMX	Alger Emerging Markets Fund	Emerging Markets Diversified	Dec 28, 2010	1.45%	2.27%	6.79%	0.05%	65
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	Nov 2, 2008	0.99%	12.03%	10.71%	7.01%	95
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	Nov 15, 1988	0.86%	-0.89%	14.22%	13.86%	71
AIGYX	abrdn Realty Income & Growth Fund	REIT	Dec 29, 1998	1.01%	6.75%	7.61%	7.92%	21
AIIEX	Invesco EQV International Equity Fund	Foreign Large Cap Equities	Apr 6, 1992	1.35%	-2.29%	5.18%	18.30%	21

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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