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
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	Jul 15, 1924	0.70%	-3.10%	12.73%	14.78%	28
MIUIX	MFS Municipal Intermediate Fund	Municipal Bonds	May 11, 2021	0.45%	-0.05%	—	3.67%	51
MIXIX	MainStay Short Term Bond Fund	Short-Term Bond	Jan 2, 1991	0.40%	-0.04%	2.33%	4.09%	95
MIY	BlackRock MuniYield Michigan Quality Fund	Municipal Bonds	Oct 30, 1992	2.25%	1.25%	2.78%	5.58%	19
MJFOX	Matthews Japan Fund	Japan Equities	Dec 30, 1998	1.05%	3.44%	8.45%	1.89%	49
MKHCX	MainStay MacKay High Yield Corporate Bond Fund	High Yield Bonds	May 1, 1986	1.83%	—	—	0.00%	—
MKVIX	MFS International Large Cap Value Fund	Foreign Large Cap Equities	Jun 29, 2020	0.71%	2.49%	—	8.22%	89
MLAAX	MainStay Winslow Large Cap Growth Fund	Large Cap Growth Equities	Jul 3, 1995	0.93%	-11.38%	15.16%	27.50%	10
MLAIX	NYLI Winslow Large Cap Growth Fund Class I	Large Cap Growth Equities	Apr 1, 2005	0.69%	-11.35%	15.45%	21.11%	11
MLFIX	MFS Lifetime 2040 Fund	Target Retirement Date	Sep 28, 2005	0.00%	0.34%	10.07%	7.76%	53
MLLIX	MFS Lifetime Income Fund	Target Retirement Date	Sep 28, 2005	0.00%	0.20%	4.91%	5.68%	67
MLMIX	Morgan Stanley Institutional Fund, Inc. Global Cor...	Global Equities	May 26, 2016	0.99%	-6.00%	—	0.00%	17
MLNIX	Morgan Stanley Institutional Fund, Inc. Global Con...	Global Equities	May 26, 2016	1.00%	-8.50%	—	2.05%	12
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	Dec 19, 2013	0.90%	26.83%	11.93%	1.10%	93
MLPAX	Invesco SteelPath MLP Alpha Fund Class A	MLPs	Mar 31, 2010	1.54%	15.03%	10.85%	4.73%	19
MLPDX	Invesco SteelPath MLP Income Fund Class A	MLPs	Mar 31, 2010	9.02%	15.19%	12.45%	6.18%	24
MLPFX	Invesco SteelPath MLP Select 40 Fund Class A	MLPs	Mar 31, 2010	10.29%	18.90%	11.35%	4.86%	36
MLPIX	ProFunds Mid Cap Value Fund	Mid Cap Value Equities	Sep 4, 2001	1.78%	1.17%	8.35%	0.47%	15
MLPLX	Invesco SteelPath MLP Alpha Plus Fund Class A	MLPs	Feb 6, 2012	17.25%	21.59%	11.99%	4.50%	18
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	Dec 29, 2011	1.34%	21.71%	13.50%	4.19%	17

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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