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
AVDVX	Avantis International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Dec 3, 2019	0.36%	7.40%	—	9.76%	96
AVEAX	Ave Maria Focused Fund	Mid Cap Growth Equities	Apr 30, 2020	1.14%	3.18%	—	0.00%	13
AVEDX	Ave Maria Rising Dividend Fund	Large Cap Blend Equities	May 2, 2005	0.90%	-0.33%	11.13%	5.32%	2
AVEEX	Avantis Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 3, 2019	0.33%	3.99%	—	3.37%	88
AVEFX	Ave Maria Bond Fund	Diversified Portfolio	Apr 30, 2003	0.41%	1.19%	3.92%	3.10%	40
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	May 1, 2003	0.90%	-1.36%	12.29%	5.79%	12
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	May 1, 2001	0.97%	9.20%	11.40%	0.31%	8
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	Jan 1, 1984	1.26%	18.45%	—	0.34%	—
AVEWX	Ave Maria World Equity Fund	Global Equities	Apr 29, 2010	1.18%	-0.09%	8.23%	2.54%	22
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	Dec 31, 1998	0.81%	8.42%	9.52%	9.87%	42
AVIGX	Avantis Core Fixed Income Fund	Intermediate Core Bond	Feb 23, 2021	0.15%	-0.34%	—	4.11%	39
AVK	Advent Convertible and Income Fund	Convertible Bonds	Apr 29, 2003	0.75%	-5.35%	10.15%	12.19%	24
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	Jun 21, 2022	0.15%	7.59%	—	3.08%	72
AVPEX	ALPS/Red Rocks Global Opportunity Portfolio	Global Equities	Oct 23, 2014	1.45%	-15.91%	7.79%	10.11%	1
AVUSX	Avantis U.S. Equity Fund	Large Cap Blend Equities	Dec 4, 2019	0.15%	0.81%	—	2.62%	58
AVUVX	Avantis U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 4, 2019	0.25%	8.99%	—	6.51%	57
AWAYX	AB Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.40%	-0.81%	11.07%	7.42%	63
AWEIX	CIBC Atlas Disciplined Equity Fund	Large Cap Blend Equities	Dec 1, 2005	0.72%	-7.31%	12.08%	15.69%	11
AWF	AllianceBernstein Global High Income Closed Fund	High Yield Bonds	Jul 28, 1993	1.00%	-4.33%	6.11%	7.84%	4
AWGIX	CIBC Atlas All Cap Growth Fund	Large Cap Growth Equities	Sep 28, 2007	0.96%	-7.85%	10.64%	6.12%	6

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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