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
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	Dec 30, 2004	0.70%	-4.32%	11.87%	14.44%	30
MAAKX	Mutual of America All America Fund	Large Cap Blend Equities	Nov 29, 2021	0.54%	-1.58%	—	17.28%	27
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	Jul 1, 1977	0.54%	-2.51%	10.30%	15.03%	46
MABDX	Mutual of America Bond Fund	Intermediate Core Bond	Nov 29, 2021	0.43%	-0.31%	—	3.78%	46
MACAX	Mutual of America Conservative Allocation Fund	Diversified Portfolio	Nov 29, 2021	0.08%	-0.68%	—	7.24%	64
MACGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	Mar 30, 1990	1.00%	-10.49%	12.82%	0.00%	7
MACHX	Mutual of America Composite Fund	Diversified Portfolio	Nov 29, 2021	0.54%	-0.37%	—	11.79%	77
MACIX	MFS Conservative Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.58%	-0.65%	5.84%	6.11%	47
MACMX	BlackRock California Municipal Opportunities Fund	Municipal Bonds	Oct 24, 1988	0.44%	-0.29%	2.43%	3.68%	13
MACPX	BlackRock Sustainable Balanced Fund	Diversified Portfolio	Nov 7, 1973	0.50%	0.40%	9.76%	8.76%	73
MADCX	BlackRock Emerging Markets Fund, Inc.	Emerging Markets Diversified	Aug 31, 1989	0.86%	2.38%	8.84%	4.16%	76
MADFX	Matrix Advisors Dividend Fund	Large Cap Value Equities	Oct 13, 2016	1.23%	1.78%	—	8.18%	37
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	Nov 29, 1988	0.68%	-0.43%	10.78%	10.28%	42
MAEFX	BlackRock EuroFund Fund	Europe Equities	Oct 25, 1988	1.10%	-5.70%	6.43%	12.28%	11
MAEGX	BlackRock Unconstrained Equity Fund	Global Equities	Nov 3, 2005	0.95%	-3.38%	11.10%	0.00%	26
MAFIX	Abbey Capital Multi Asset Fund Class I	Multistrategy	Apr 11, 2018	1.79%	1.68%	—	11.58%	52
MAFOX	BlackRock Large Cap Focus Growth Fund	Large Cap Growth Equities	Mar 3, 2000	0.67%	-7.78%	15.23%	17.38%	21
MAGKX	Mutual of America Small Cap Growth Fund	Small Cap Growth Equities	Nov 29, 2021	0.83%	2.03%	—	0.92%	30
MAGRX	BlackRock Natural Resources Trust Fund	Energy Equities	Oct 23, 1988	0.87%	18.57%	11.24%	7.12%	90
MAGSX	Madison Aggressive Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.25%	6.68%	6.18%	34

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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