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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
iMGP High Income Alternatives FundNontraditional BondsSep 27, 20180.98%
-0.32%
6.97%
80
Mutual of America International FundForeign Large Cap EquitiesNov 29, 20210.13%
2.55%
3.31%
81
iShares MSCI EAFE International Index FundForeign Large Cap EquitiesApr 9, 19970.09%
2.12%
8.99%
3.63%
69
BlackRock International Fund of BlackRock Series, ...Foreign Large Cap EquitiesOct 30, 19980.65%
-0.81%
7.18%
1.81%
25
MAI Managed Volatility FundOptions TradingSep 22, 20100.99%
-0.62%
6.74%
1.21%
44
BlackRock Short-Term Municipal FundMunicipal BondsNov 1, 19790.36%
-0.14%
1.65%
3.54%
74
BlackRock Global Allocation FundGlobal AllocationFeb 2, 19890.81%
-1.72%
7.74%
9.38%
75
BlackRock Advantage Large Cap Core FundLarge Cap Blend EquitiesDec 22, 19990.48%
-2.39%
14.00%
8.82%
68
BlackRock Advantage Large Cap Value FundLarge Cap Value EquitiesDec 22, 19990.54%
3.56%
11.53%
8.91%
69
Mutual of America Mid-Cap Equity Index FundMid Cap Blend EquitiesNov 29, 20210.16%
3.43%
11.46%
26
MoA Moderate Allocation FundDiversified PortfolioMay 20, 20030.35%
-0.57%
10.67%
61
Blackrock Strategic Municipal Opportunities Fund O...Municipal BondsOct 30, 19880.55%
0.02%
2.09%
3.88%
14
BlackRock New Jersey Municipal Bond FundMunicipal BondsAug 30, 19900.52%
0.02%
2.47%
3.73%
25
BlackRock New York Municipal Opportunities FundMunicipal BondsOct 24, 19880.56%
0.26%
2.45%
3.73%
18
BlackRock National Municipal FundMunicipal BondsNov 1, 19790.44%
0.04%
2.01%
3.86%
26
Mairs & Power Balanced FundDiversified PortfolioJan 9, 19610.69%
-1.40%
6.97%
3.06%
14
Matthews Pacific Tiger FundAsia Pacific EquitiesSep 11, 19941.09%
1.87%
4.11%
2.28%
76
BlackRock Pennsylvania Municipal Bond FundMunicipal BondsAug 30, 19900.54%
-0.26%
1.95%
3.84%
17
BlackRock Mid-Cap Value FundMid Cap Value EquitiesFeb 1, 19950.74%
-1.14%
10.33%
11.46%
24
Mutual of America Retirement Income FundTarget Retirement DateNov 29, 20210.13%
-0.51%
4.34%
72

Rows per page

4181–4200 of 7475

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.

0%Annualized Volatility0%Annualized Return

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