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
MGFIX	AMG GW&K ESG Bond Fund	Intermediate Core-Plus Bond	Jun 1, 1984	0.68%	-0.17%	1.51%	3.99%	40
MGGIX	Morgan Stanley Institutional Fund, Inc. Global Opp...	Global Equities	May 29, 2008	0.95%	-11.39%	12.14%	0.00%	2
MGGPX	Morgan Stanley Global Opportunity Portfolio Class ...	Global Equities	May 24, 2010	1.25%	-11.48%	11.72%	0.00%	2
MGHAX	MainStay Candriam Emerging Markets Debt Fund	Emerging Markets Bonds	May 31, 1998	1.15%	-2.33%	6.37%	6.28%	65
MGHYX	DWS Global High Income Fund	High Yield Bonds	Mar 16, 1998	0.60%	-0.01%	5.09%	7.31%	93
MGIAX	MFS International Intrinsic Value Fund	Foreign Large Cap Equities	Oct 23, 1995	0.96%	0.37%	9.68%	8.25%	62
MGIFX	Mondrian Global Listed Infrastructure Fund	Energy Equities	Dec 16, 2018	0.95%	-20.48%	—	9.50%	2
MGINX	DWS Global Macro Fund	Tactical Allocation	May 14, 1995	0.79%	0.61%	5.95%	2.25%	69
MGKQX	Morgan Stanley Global Permanence Portfolio	Global Equities	Apr 29, 2019	0.95%	-2.66%	—	0.00%	3
MGLBX	Marsico Global Fund	Global Equities	Jun 28, 2007	1.45%	-2.52%	17.91%	12.44%	51
MGLIX	MFS Global Real Estate Fund	REIT	Mar 10, 2009	0.92%	0.00%	3.52%	3.24%	7
MGOYX	Victory Munder Mid-Cap Core Growth Fund	Mid Cap Growth Equities	Jun 24, 1998	0.98%	6.58%	10.05%	14.42%	61
MGPIX	ProFunds Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 4, 2001	1.69%	4.83%	6.49%	3.27%	38
MGQIX	Morgan Stanley Institutional Fund, Inc. Global Sus...	Global Equities	Aug 29, 2013	0.90%	-10.19%	6.12%	0.00%	0
MGRAX	MFS International Growth Fund	Foreign Large Cap Equities	Oct 23, 1995	1.06%	-2.61%	9.24%	5.50%	25
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	May 1, 2006	0.72%	-2.53%	9.63%	5.77%	27
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	-6.67%	16.17%	17.44%	22
MGRVX	MFS International Growth Fund Class R4	Foreign Large Cap Equities	Oct 1, 2008	0.83%	-2.57%	9.51%	5.64%	26
MGSEX	AMG Veritas Asia Pacific Fund	Asia Pacific Equities	May 31, 1984	1.18%	9.13%	14.48%	0.13%	93
MGSMX	DWS Short Term Municipal Bond Fund	Municipal Bonds	Mar 5, 1995	0.44%	0.53%	1.56%	3.50%	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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