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
AIIFX	Timber Point Alternative Income Fund	Nontraditional Bonds	Jan 12, 2012	1.70%	-0.49%	—	3.72%	21
AIMNX	Horizon Active Income Fund	Intermediate Core-Plus Bond	Sep 29, 2013	0.89%	-0.38%	0.65%	4.08%	13
AIMOX	AQR International Momentum Style Fund	Foreign Large Cap Equities	Jul 8, 2009	0.57%	2.55%	9.12%	14.82%	76
AINTX	Ariel International Fund	Foreign Large Cap Equities	Dec 29, 2011	1.13%	-1.56%	5.58%	15.45%	35
AIO	Virtus Artificial Intelligence & Technology Opport...	Technology Equities	Oct 29, 2019	1.41%	2.25%	—	13.72%	33
AIOAX	Columbia Income Opportunities Fund	High Yield Bonds	Jun 19, 2003	0.96%	-0.36%	4.36%	5.28%	88
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	May 31, 2001	1.48%	5.74%	7.61%	0.26%	88
AIONX	AQR International Momentum Style Fund Class N	Foreign Large Cap Equities	Jul 9, 2009	0.88%	2.49%	8.85%	14.27%	74
AITFX	Invesco Limited Term Municipal Income Fund	Municipal Bonds	May 10, 1987	0.33%	0.15%	2.05%	3.63%	85
AIVGX	American Funds International Vantage Fund	Foreign Large Cap Equities	Mar 31, 2011	0.59%	-0.84%	—	3.49%	49
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	Jan 1, 1934	0.57%	-4.18%	12.96%	11.09%	54
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	Aug 31, 2009	1.30%	—	—	4.80%	—
AKRIX	Akre Focus Fund	Large Cap Growth Equities	Aug 31, 2009	1.04%	—	—	4.49%	—
ALAAX	Invesco Income Allocation Fund	Diversified Portfolio	Oct 30, 2005	0.37%	0.42%	4.55%	4.25%	77
ALAFX	Alger Focus Equity A Fund	Large Cap Growth Equities	Nov 8, 1993	0.95%	-8.45%	18.94%	8.64%	77
ALARX	Alger Capital Appreciation Institutional Fund	Large Cap Growth Equities	Nov 8, 1993	1.12%	-9.20%	16.92%	7.69%	59
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	Dec 31, 1996	0.98%	-0.99%	13.99%	0.92%	73
ALCAX	AB Municipal Income Fund California Portfolio	Municipal Bonds	Dec 28, 1986	0.75%	-0.12%	2.11%	3.35%	25
ALDAX	Columbia Limited Duration Credit Fund	Short-Term Bond	Jun 19, 2003	0.76%	-0.27%	2.72%	3.56%	85
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	Mar 18, 1998	1.40%	2.01%	9.23%	5.20%	50

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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