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
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	Emerging Markets Diversified	Dec 20, 2020	1.06%	2.13%	—	7.36%	51
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	Jul 2, 2018	0.79%	-8.05%	—	79.40%	5
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	Jun 29, 2012	0.64%	-12.01%	13.90%	27.08%	4
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	Sep 29, 2000	0.30%	0.15%	2.08%	4.17%	41
BAGSX	Baird Aggregate Bond Fund	Intermediate Core Bond	Sep 29, 2000	0.55%	0.08%	1.83%	3.74%	38
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	May 31, 1991	0.77%	-0.20%	1.41%	3.29%	52
BAICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 7, 2008	0.81%	-0.38%	4.99%	5.90%	62
BALCX	American Funds American Balanced Fund Class C	Diversified Portfolio	Jul 26, 1975	1.31%	-0.79%	8.47%	7.65%	75
BALFX	American Funds American Balanced Fund	Diversified Portfolio	Mar 15, 2001	0.62%	-0.64%	9.20%	8.29%	79
BALPX	BlackRock Event Driven Equity Fund Investor Class ...	Event Driven	Dec 19, 2007	1.51%	0.61%	5.41%	4.15%	83
BAMBX	BlackRock Systematic Multi-Strategy Fund	Multistrategy	Sep 29, 2020	1.20%	1.26%	4.46%	1.94%	21
BAMPX	BlackRock 40/60 Target Allocation Inv A	Diversified Portfolio	Feb 5, 2007	0.61%	-0.81%	6.20%	5.45%	65
BARAX	Baron Asset Fund	Mid Cap Growth Equities	Jun 12, 1987	1.29%	-7.35%	10.45%	12.42%	6
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	May 29, 2009	1.03%	-7.29%	10.74%	11.42%	6
BASBX	Brown Advisory Sustainable Bond Fund	Intermediate Core-Plus Bond	Aug 7, 2017	0.49%	-0.18%	—	3.97%	28
BASIX	BlackRock Strategic Income Opportunities Fund Inve...	Nontraditional Bonds	Feb 5, 2008	0.96%	-0.59%	3.39%	4.53%	84
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	Aug 13, 2015	0.33%	-3.19%	13.45%	0.88%	45
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	Sep 21, 2015	0.00%	0.59%	3.67%	5.38%	98
BATEX	BlackRock Allocation Target Shares Series E Portfo...	High Yield Muni	Aug 3, 2014	0.11%	0.01%	3.02%	4.69%	8
BATVX	BlackRock Allocation Target Shares	Municipal Bonds	May 20, 2021	0.00%	0.33%	—	2.42%	—

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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