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
MGTIX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	Jan 1, 1932	0.45%	-8.76%	14.04%	12.14%	9
MGWIX	MFS Growth Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.69%	-0.43%	9.32%	8.28%	42
MGXIX	MainStay Equity Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.12%	-1.55%	9.06%	6.21%	41
MHCAX	MainStay MacKay High Yield Corporate Bond Fund Cla...	High Yield Bonds	May 1, 1986	0.95%	-0.43%	10.09%	5.61%	73
MHD	BlackRock MuniHoldings Fund	Municipal Bonds	May 2, 1997	2.14%	-2.37%	0.47%	6.32%	6
MHEFX	MH Elite Fund of Funds Fund	Diversified Portfolio	Jan 12, 2004	1.25%	-11.02%	8.06%	0.00%	7
MHEIX	MH Elite Income Fund of Funds	Global Allocation	Aug 14, 2011	1.25%	0.20%	3.15%	3.78%	57
MHELX	MH Elite Small Cap Fund of Funds Fund	Diversified Portfolio	Aug 31, 1998	1.25%	4.91%	8.15%	6.88%	62
MHESX	MH Elite Select Portfolio of Funds Fund	Global Allocation	Apr 5, 2006	0.21%	1.83%	4.94%	0.00%	72
MHF	Western Asset Municipal High Income Fund Inc	Municipal Bonds	Nov 28, 1988	0.04%	1.94%	2.54%	5.90%	3
MHITX	MFS High Income Fund	High Yield Bonds	Feb 17, 1978	0.86%	-0.87%	4.61%	5.72%	77
MHN	BlackRock MuniHoldings New York Quality Fund	Municipal Bonds	Sep 19, 1997	2.45%	—	—	5.50%	—
MHOIX	MFS Global High Yield Fund	High Yield Bonds	Jul 1, 1998	0.81%	-0.70%	5.03%	4.89%	83
MIAGX	MFS Aggressive Growth Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.13%	-0.46%	10.57%	7.85%	38
MIAIX	MFS Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	Sep 29, 2003	0.49%	0.55%	2.01%	4.08%	16
MIAQX	American Funds Multi-Sector Income Fund	Multisector Bonds	Mar 21, 2019	0.78%	-0.74%	—	5.56%	53
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	Aug 16, 2007	0.70%	4.00%	9.38%	10.35%	87
MIDLX	MFS International New Discovery Fund Class R6	Foreign Small & Mid Cap Equities	Jun 1, 2012	0.91%	-0.98%	6.39%	3.41%	35
MIDSX	Midas Fund	Precious Metals	Jan 7, 1986	4.25%	15.19%	14.81%	0.00%	96
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	Jan 31, 1996	0.68%	-3.06%	9.41%	2.76%	24

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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