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
MECVX	MainStay Epoch Capital Growth Fund	Global Equities	Jun 29, 2016	1.39%	-2.35%	—	8.31%	31
MEDIX	MFS Emerging Markets Debt Fund	Emerging Markets Bonds	Mar 17, 1998	0.81%	-1.32%	3.57%	4.76%	81
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	May 31, 2000	1.20%	-2.41%	9.84%	35.00%	14
MEFOX	Meehan Focus Fund	Large Cap Blend Equities	Dec 10, 1999	1.01%	-3.87%	15.08%	0.17%	62
MEGBX	MFS Growth Fund	Large Cap Growth Equities	Dec 29, 1986	1.59%	-9.65%	15.86%	29.44%	11
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fu...	Global Equities	Jan 1, 2021	0.02%	9.77%	—	10.19%	50
MEGIX	Morgan Stanley Growth Portfolio	Large Cap Growth Equities	Apr 30, 2017	0.57%	-15.32%	—	0.00%	11
MEGMX	Matthews Emerging Markets Equity Fund	Emerging Markets Diversified	Apr 29, 2020	1.08%	3.72%	—	2.87%	76
MEIAX	MFS Value Fund	Large Cap Value Equities	Jan 2, 1996	0.80%	1.43%	9.72%	9.40%	22
MEIFX	Meridian Enhanced Equity Fund	Large Cap Growth Equities	Jan 31, 2005	1.20%	0.46%	14.04%	7.21%	15
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	Feb 1, 1996	0.55%	1.49%	9.97%	9.58%	23
MEIKX	MFS Value Fund	Large Cap Value Equities	May 1, 2006	0.43%	1.53%	10.17%	9.78%	24
MELIX	Morgan Stanley Institutional Fund, Inc. Emerging M...	Emerging Markets Diversified	Jun 29, 2011	1.15%	-3.42%	6.38%	0.00%	21
MEMAX	MFS Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 23, 1995	1.31%	1.19%	7.55%	2.44%	79
MEMEX	Morgan Stanley Emerging Markets Equity Portfolio	Emerging Markets Diversified	Apr 30, 2017	1.25%	4.10%	—	3.22%	86
MEMKX	BNY Mellon Emerging Markets Fund	Emerging Markets Diversified	Oct 1, 2000	1.43%	2.07%	7.94%	0.04%	81
MEMQX	Mercer Emerging Markets Equity Fund	Emerging Markets Diversified	Apr 30, 2012	0.49%	4.07%	—	2.76%	82
MEMUX	Maine Municipal Fund	Municipal Bonds	Dec 4, 1991	0.98%	0.18%	0.54%	2.77%	22
MENYX	Madison Covered Call & Equity Income Fund	Derivative Income	Oct 29, 2009	1.01%	3.80%	8.20%	6.74%	33
MEQAX	American Century International Value Fund	Foreign Large Cap Equities	Mar 30, 1997	1.39%	6.81%	8.98%	7.37%	91

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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