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
MIEKX	MFS International Equity Fund Class R6	International Equity	Jan 31, 1996	0.73%	-3.06%	—	2.68%	24
MIEYX	MM S&P 500 Index Fund	S&P 500	Feb 27, 1998	0.46%	-3.65%	13.16%	18.30%	44
MIFIX	Miller Intermediate Bond Fund	Corporate Bonds	Dec 31, 2014	0.99%	-0.04%	4.98%	4.17%	80
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	Jan 1, 1935	0.70%	-8.83%	13.81%	12.49%	8
MIGIX	Morgan Stanley Institutional Fund. Inc. Global Ins...	Global Equities	Dec 27, 2010	1.00%	-12.29%	11.91%	0.00%	8
MIGNX	MFS Massachusetts Investors Growth Stock Fund Clas...	Large Cap Growth Equities	Jun 1, 2012	0.37%	-8.74%	14.14%	12.22%	9
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	Nov 1, 1996	0.56%	-6.32%	11.00%	8.34%	21
MIIAX	Praxis Impact Bond Fund	Intermediate Core Bond	May 12, 1999	0.88%	0.00%	1.37%	3.05%	33
MIIBX	Madison High Quality Bond Fund	Short-Term Bond	May 1, 2000	0.50%	-0.75%	1.33%	2.63%	46
MINDX	Matthews India Fund	Asia Pacific Equities	Oct 30, 2005	1.15%	-16.20%	5.56%	8.07%	1
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	—	0.72%	0.44%	9.96%	7.74%	63
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	Oct 24, 1995	0.66%	0.46%	10.07%	8.54%	64
MINVX	Madison Investors Fund	Large Cap Blend Equities	Nov 1, 1978	0.91%	-1.93%	12.09%	7.44%	5
MIOFX	Marsico International Opportunities Fund	Foreign Large Cap Equities	Jun 29, 2000	1.50%	-5.72%	10.64%	5.03%	28
MIOIX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Mar 30, 2010	1.00%	-9.76%	8.63%	0.00%	3
MISEX	Midas Magic	Large Cap Blend Equities	Mar 20, 1986	2.95%	-6.15%	14.39%	9.54%	46
MISGX	Meridian Small Cap Growth Fund	Small Cap Growth Equities	Dec 16, 2013	1.22%	-7.64%	8.16%	8.54%	4
MISHX	AB Municipal Income Shares	High Yield Muni	Aug 31, 2010	0.00%	-0.01%	3.69%	4.81%	24
MISIX	Victory Trivalent International Small-Cap Fund Cla...	Mid Cap Blend Equities, Foreign Small & Mid Cap Equities	—	0.97%	3.72%	9.77%	5.83%	92
MISSX	MFS Mississippi Municipal Bond Fund	Municipal Bonds	Aug 5, 1992	0.85%	-0.13%	1.58%	3.39%	26

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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