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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AWTAX	Virtus Water Fund	Energy Equities	Mar 30, 2008	1.22%	-2.42%	7.35%	12.23%	3
AWWIX	CIBC Atlas International Growth Fund	Foreign Large Cap Equities	May 30, 2019	0.94%	4.64%	—	0.69%	13
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	Apr 30, 2010	0.95%	1.46%	—	2.15%	13
AXBAX	Columbia Capital Allocation Aggressive Portfolio	Diversified Portfolio	Mar 3, 2004	0.39%	10.49%	10.82%	8.88%	75
AXSIX	Axonic Strategic Income Fund	Multisector Bonds	Dec 29, 2019	1.00%	1.94%	—	6.21%	90
AXVIX	Acclivity Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2018	3.64%	14.79%	—	3.74%	57
AYBLX	Pioneer Balanced ESG Fund	Diversified Portfolio	Dec 15, 1991	0.65%	14.22%	10.59%	3.24%	94
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	Jul 1, 2013	0.89%	20.26%	12.10%	4.07%	69
AZMIX	Virtus NFJ Emerging Markets Value Fund	Emerging Markets Diversified	Dec 17, 2012	0.89%	26.64%	9.10%	2.49%	73
AZNIX	Virtus Income & Growth Fund	Diversified Portfolio	Feb 27, 2007	0.92%	10.28%	9.59%	6.57%	74
AZTFX	Aquila Tax Free Trust of Arizona Fund	Municipal Bonds	Mar 12, 1986	0.73%	1.59%	1.46%	3.31%	72
BAAPX	BlackRock 80/20 Target Allocation Fund Class A	Diversified Portfolio	Dec 21, 2006	0.66%	12.26%	10.31%	5.18%	72
BACAX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 16, 2005	1.32%	20.01%	7.56%	2.06%	29
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 15, 2005	0.91%	20.22%	8.00%	2.32%	30
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	Emerging Markets Diversified	Dec 20, 2020	1.06%	21.04%	—	6.21%	81
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	Jul 2, 2018	0.79%	—	—	75.00%	—
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	Jun 29, 2012	0.64%	3.52%	15.56%	23.02%	5
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	Sep 29, 2000	0.30%	0.63%	1.97%	4.23%	25
BAGPX	BlackRock 60/40 Target Allocation Fund Investor A ...	Diversified Portfolio	Dec 21, 2006	0.68%	10.00%	8.19%	7.12%	72
BAGSX	Baird Aggregate Bond Fund	Intermediate Core Bond	Sep 29, 2000	0.55%	0.50%	1.72%	3.79%	22

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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