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
MFJIX	MFS Lifetime 2060 Fund	Target Retirement Date	Dec 5, 2016	0.00%	0.56%	—	6.40%	50
MFOCX	Marsico Focus Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	-2.71%	17.16%	18.30%	34
MFPAX	MFS Pennsylvania Municipal Bond Fund	Municipal Bonds	Jan 31, 1993	0.69%	-0.07%	2.11%	3.43%	23
MFQTX	AMG Veritas Global Focus Fund	Large Cap Growth Equities	Dec 18, 2000	0.88%	-10.41%	-0.77%	0.00%	1
MFRFX	MFS Research Fund	Large Cap Blend Equities	Oct 13, 1971	0.78%	-4.17%	12.23%	16.79%	28
MFSCX	MFS South Carolina Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.84%	0.02%	1.57%	3.43%	20
MFSMX	MFS Maryland Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.83%	-0.28%	1.85%	3.22%	23
MFSSX	MFS Massachusetts Municipal Bond Fund	Municipal Bonds	Apr 8, 1985	0.83%	0.03%	1.73%	3.21%	22
MFTFX	Arrow Managed Futures Stragegy Fund	Systematic Trend	Apr 28, 2010	1.54%	8.50%	5.44%	0.00%	54
MFTNX	Arrow Managed Futures Strategy Fund Institutional ...	Systematic Trend	Apr 29, 2010	1.56%	8.63%	5.65%	0.00%	54
MFWIX	MFS Global Total Return Fund Class I	Global Equities	Sep 4, 1990	0.84%	1.29%	6.37%	8.65%	67
MFWTX	MFS Global Total Return Fund	Global Allocation	Sep 3, 1990	1.09%	1.33%	6.13%	8.30%	65
MFWVX	MFS West Virginia Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.87%	-0.17%	1.67%	2.90%	17
MGAFX	Praxis Genesis Growth Portfolio	Diversified Portfolio	Dec 30, 2009	0.48%	-0.35%	9.92%	4.45%	54
MGBJX	MFS Global Opportunistic Bond Fund	Global Bonds	Jun 1, 2010	0.68%	-0.71%	2.10%	4.37%	44
MGBLX	MFS Global Opportunistic Bond Fund Class R2	Global Bonds	Jun 2, 2010	1.19%	-0.79%	1.59%	3.91%	32
MGDIX	MainStay Growth Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.10%	-1.04%	7.80%	5.16%	45
MGEMX	Morgan Stanley Institutional Fund, Inc. Emerging M...	Emerging Markets Diversified	Sep 24, 1992	1.05%	4.56%	1.59%	0.00%	1
MGF	MFS Government Markets Income Trust	Government Bonds	Jan 1, 2003	0.02%	-1.28%	1.45%	7.87%	3
MGFAX	MassMutual Global Fund	Global Equities	Dec 30, 2004	1.41%	-9.09%	10.40%	48.03%	13

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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