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
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	Aug 14, 1992	0.64%	-4.94%	10.64%	0.00%	1
MERAX	Madison Mid Cap A	Mid Cap Blend Equities	Feb 7, 2013	1.39%	-3.67%	9.85%	3.52%	4
MERDX	Meridian Growth Fund	Small Cap Growth Equities	Aug 1, 1984	0.85%	-7.64%	6.26%	9.77%	1
MERFX	The Merger Fund	Event Driven	Jan 30, 1989	1.50%	0.70%	3.90%	7.37%	99
MERIX	The Merger Fund Class I	Event Driven	Aug 1, 2013	1.32%	0.77%	4.21%	7.89%	99
MEURX	Franklin Mutual European Fund	Europe Equities	Jul 2, 1996	1.00%	-0.27%	9.26%	3.10%	58
MFAAX	American Funds Mortgage Fund	Government Bonds	Oct 31, 2010	0.64%	-0.35%	1.21%	3.84%	37
MFAIX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Dec 27, 2010	1.01%	-8.10%	9.45%	0.00%	6
MFALX	MFS Alabama Municipal Bond Fund	Municipal Bonds	Jan 31, 1990	0.90%	-0.12%	1.63%	3.22%	20
MFARX	MFS Arkansas Municipal Bond Fund	Municipal Bonds	Feb 2, 1992	0.70%	-0.33%	1.76%	3.44%	19
MFBFX	MFS Corporate Bond Fund	Corporate Bonds	May 8, 1974	0.76%	-0.53%	2.45%	4.24%	32
MFEGX	MFS Growth Fund Class A	Large Cap Growth Equities	Dec 29, 1986	0.83%	-9.48%	16.35%	18.65%	12
MFEIX	MFS Growth I	Large Cap Growth Equities	Jul 10, 1997	0.60%	-9.42%	16.05%	16.55%	13
MFEKX	MFS Growth R6	Large Cap Growth Equities	Jun 1, 2012	0.51%	-9.39%	16.14%	16.36%	13
MFFIX	MFS Lifetime 2050 Fund	Target Retirement Date	Sep 14, 2010	0.00%	0.56%	10.53%	7.52%	51
MFGSX	MFS Government Securities Fund	Government Bonds	Jul 24, 1984	0.76%	-0.24%	0.60%	3.21%	20
MFHIX	MetLife Opportunistic High Yield Fund Institutiona...	High Yield Bonds	Dec 3, 2018	0.75%	-1.06%	—	9.11%	34
MFHQX	BlackRock Total Return Fund	Intermediate Core-Plus Bond	Dec 7, 2001	1.45%	-0.47%	1.02%	3.48%	21
MFHVX	Mesirow High Yield Fund	High Yield Bonds	Dec 3, 2018	1.43%	-1.11%	—	8.89%	28
MFIOX	MFS Income Fund	Intermediate Core-Plus Bond	Oct 29, 1987	0.73%	-0.41%	2.88%	4.30%	37

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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