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
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	Oct 15, 2004	1.12%	2.88%	11.51%	31.53%	44
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	Oct 21, 1994	0.94%	-0.53%	10.52%	10.12%	41
MDEGX	BlackRock Unconstrained Equity Fund Investor A Sha...	Global Equities	Nov 4, 2005	1.16%	-3.47%	10.33%	0.00%	26
MDFGX	BlackRock Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1997	0.97%	-7.96%	14.79%	21.20%	20
MDFIX	Matisse Discounted Bond CEF Strategy	Multisector Bonds	Apr 29, 2020	0.99%	-1.91%	—	8.62%	18
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	Aug 4, 1994	0.96%	2.82%	11.49%	8.67%	83
MDHVX	MainStay MacKay Short Duration High Yield Fund	High Yield Bonds	Dec 17, 2012	1.10%	-0.21%	4.80%	4.97%	77
MDIDX	MFS International Diversification Fund Class A	Foreign Large Cap Equities	Sep 30, 2004	1.08%	0.66%	9.00%	4.95%	66
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 9, 1997	0.35%	1.98%	8.72%	3.43%	68
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	Sep 30, 2004	0.82%	0.72%	9.28%	5.13%	66
MDISX	Franklin Mutual Global Discovery Fund	Global Equities	Dec 30, 1992	0.95%	-2.03%	8.53%	10.77%	24
MDIZX	MFS International Diversification Fund R6	Foreign Large Cap Equities	Oct 2, 2017	0.73%	0.76%	—	5.22%	67
MDLOX	BlackRock Global Allocation Fund	Global Allocation	Feb 3, 1989	1.11%	-1.83%	7.46%	9.24%	74
MDLRX	BlackRock Advantage Large Cap Core Fund	Large Cap Blend Equities	Dec 22, 1999	0.73%	-2.48%	13.77%	9.24%	68
MDOEX	Morgan Stanley Developing Opportunity Portfolio	Emerging Markets Diversified	Feb 13, 2020	1.15%	-9.55%	—	0.81%	2
MDPIX	ProFunds Mid Cap Fund	Mid Cap Blend Equities	Sep 3, 2001	1.82%	2.91%	8.54%	0.40%	26
MDSIX	Integrity Short Term Government Fund	Government Bonds	Jun 29, 2011	0.55%	0.81%	1.91%	3.12%	96
MDVAX	MassMutual Diversified Bond Fund	Intermediate Core-Plus Bond	May 3, 1999	1.07%	0.26%	2.11%	3.58%	65
MDXBX	T. Rowe Price Maryland Tax Free Bond Fund	Municipal Bonds	Mar 30, 1987	0.49%	0.65%	2.47%	6.44%	61
MECIX	AMG GW&K International Small Cap Fund	Foreign Small & Mid Cap Equities	Jun 24, 1993	0.99%	0.62%	5.70%	0.00%	46

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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