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
MCEMX	Martin Currie Emerging Markets Fund	Emerging Markets Diversified	May 28, 2015	0.85%	3.28%	8.62%	0.66%	84
MCFIX	Mercer Core Fixed Income Fund	Intermediate Core-Plus Bond	Aug 15, 2005	0.16%	-0.65%	—	4.29%	26
MCFTX	MFS California Municipal Bond Fund	Municipal Bonds	Jun 17, 1985	0.70%	-0.15%	2.02%	3.54%	16
MCGFX	AMG Montrusco Bolton Large Cap Growth Fund	Large Cap Growth Equities	Nov 2, 1994	0.91%	-0.91%	8.88%	0.00%	2
MCHFX	Matthews China Fund	China Equities	Feb 18, 1998	1.12%	-7.73%	6.01%	1.47%	9
MCIFX	Miller Convertible Bond Fund	Convertible Bonds	Dec 26, 2007	0.97%	0.20%	5.41%	4.86%	54
MCKIX	MainStay Conservative Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.10%	-1.68%	5.13%	3.35%	48
MCMVX	Monongahela All Cap Value Fund	Mid Cap Value Equities	Jul 1, 2013	0.85%	5.01%	12.13%	6.20%	48
MCN	XAI Madison Equity Premium Income Fund	Options Trading	Jan 1, 2015	0.02%	-0.34%	8.13%	12.41%	11
MCNAX	Madison Conservative Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.59%	3.83%	2.36%	42
MCONX	Praxis Genesis Conservative Portfolio	Diversified Portfolio	Dec 30, 2009	0.58%	-0.50%	4.02%	4.65%	59
MCSFX	MFS Commodity Strategy Fund	Commodities	Aug 15, 2018	1.89%	20.00%	—	12.54%	81
MCSIX	MFS Commodity Strategy Fund	Commodities	Jun 1, 2010	0.90%	20.17%	8.25%	13.35%	83
MCSMX	Matthews China Small Companies Fund	China Equities	May 30, 2011	1.41%	11.36%	11.32%	2.00%	63
MCSRX	MFS Commodity Strategy Fund	Commodities	Sep 4, 2012	0.82%	20.22%	8.29%	13.46%	84
MCSTX	MFS Commodity Strategy Fund Class R4	Commodities	Oct 3, 2011	0.91%	20.22%	—	13.37%	84
MCVIX	MFS Mid Cap Value Fund Class I	Mid Cap Value Equities	Nov 1, 2001	0.72%	1.73%	9.66%	8.02%	17
MCYVX	MainStay Candriam Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 14, 2017	1.57%	5.17%	—	5.01%	90
MDCEX	Matisse Discounted Closed-End Fund Strategy	Tactical Allocation	Oct 30, 2012	1.25%	-3.02%	10.49%	11.94%	72
MDCPX	BlackRock Balanced Capital Fund Investor A Shares	Diversified Portfolio	Nov 8, 1973	0.78%	0.33%	9.47%	8.58%	72

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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