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
MASAX	MainStay MacKay Strategic Bond Fund	Nontraditional Bonds	Feb 27, 1997	1.04%	-0.03%	10.74%	4.68%	86
MASGX	Matthews Asia ESG Fund	Asia Pacific Equities	Apr 29, 2015	1.24%	10.32%	9.82%	5.06%	76
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	Apr 9, 1997	0.12%	2.21%	10.04%	3.07%	53
MASPX	BlackRock Advantage SMID Cap Fund, Inc.	Mid Cap Blend Equities	May 5, 1978	0.48%	4.61%	11.20%	4.87%	53
MATFX	Matthews Asia Innovators Fund	Asia Pacific Equities	Dec 26, 1999	1.18%	10.33%	11.84%	0.00%	81
MAVKX	Mutual of America Small Cap Value Fund	Small Cap Value Equities	Nov 29, 2021	0.82%	3.27%	—	4.98%	14
MAW120.TO	Mawer Global Equity Fund A	Global Equities	Oct 22, 2009	1.29%	-2.84%	—	0.00%	1
MAWIX	BlackRock Strategic Global Bond Fund	Global Bonds	Sep 28, 1988	0.57%	-1.51%	1.82%	4.18%	34
MBAIX	MainStay Balanced Fund	Diversified Portfolio	Apr 30, 1989	0.81%	-0.57%	7.09%	6.14%	31
MBAPX	Praxis Genesis Balanced Portfolio	Diversified Portfolio	Dec 30, 2009	0.47%	-0.32%	7.00%	4.89%	57
MBCSX	MassMutual Blue Chip Growth Fund	Large Cap Growth Equities	May 31, 2001	0.73%	-10.87%	15.76%	48.57%	17
MBDFX	AMG GW&K Core Bond ESG Fund	Intermediate Core Bond	Apr 30, 1993	0.56%	-0.38%	1.36%	3.42%	29
MBLAX	Madison Diversified Income Fund	Diversified Portfolio	Dec 28, 1997	1.11%	1.53%	6.43%	3.96%	39
MBOAX	Madison Core Bond Fund	Intermediate Core Bond	Dec 29, 1997	0.85%	-0.25%	1.68%	3.12%	31
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Macro Trading	Dec 27, 2015	2.18%	10.37%	8.26%	0.00%	59
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	Hedge Fund	Dec 31, 1996	2.04%	10.47%	8.53%	0.00%	60
MCAD.TO	Evolve Premium Cash Management ETF	Short-Term Bond	May 26, 2023	0.20%	0.58%	—	2.57%	100
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	Sep 30, 1994	0.52%	-0.27%	5.41%	4.12%	44
MCDFX	Matthews China Dividend Fund	China Equities	Nov 29, 2009	1.20%	—	—	3.84%	—
MCDWX	Manning & Napier Credit Series	Intermediate Core Bond	Apr 15, 2020	0.10%	0.09%	—	4.42%	74

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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