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
MLPOX	Invesco SteelPath MLP Alpha Fund	Energy Equities	Mar 30, 2010	1.29%	15.16%	11.16%	4.38%	19
MLPTX	Invesco SteelPath MLP Select 40 Fund	Energy Equities	Mar 30, 2010	0.85%	18.93%	11.64%	4.47%	37
MLPZX	Invesco SteelPath MLP Income Fund	Energy Equities	Mar 30, 2010	1.10%	15.29%	12.35%	5.64%	24
MLTIX	MFS Lifetime 2030 Fund	Target Retirement Date	Sep 28, 2005	0.00%	0.25%	7.83%	9.07%	64
MLVHX	MFS Low Volatility Equity Fund	Large Cap Blend Equities	Dec 5, 2013	0.67%	-0.06%	10.40%	15.41%	18
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	Dec 21, 2014	1.43%	30.39%	14.86%	6.76%	18
MMAIX	MFS Moderate Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.65%	-0.69%	7.53%	7.65%	44
MMCFX	AMG Veritas China Fund	China Equities	Jun 29, 1994	1.14%	-5.11%	-2.04%	0.34%	9
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	Municipal Bonds	Jun 26, 2012	0.03%	1.48%	2.40%	4.93%	9
MMDAX	Madison Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.27%	5.65%	6.14%	38
MMDEX	Praxis Growth Index Fund	Large Cap Growth Equities	May 1, 2007	0.36%	-8.55%	15.79%	5.12%	31
MMEYX	Victory Integrity Discovery Fund	Small Cap Value Equities	Dec 26, 1996	1.38%	10.50%	11.26%	8.76%	78
MMGAX	MFS Georgia Municipal Bond Fund	Municipal Bonds	Jun 5, 1988	0.90%	-0.18%	1.64%	3.17%	20
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	May 3, 1999	1.41%	4.05%	14.07%	36.46%	58
MMGPX	Morgan Stanley Discovery Portfolio	Mid Cap Growth Equities	Apr 30, 2017	0.04%	-10.14%	—	0.48%	7
MMHVX	MainStay MacKay High Yield Municipal Bond Fund	High Yield Muni	Mar 30, 2010	0.87%	0.21%	3.22%	4.02%	16
MMHYX	MFS Municipal High Income Fund	High Yield Muni	Feb 23, 1984	0.61%	0.31%	2.81%	4.35%	18
MMIBX	MFS Municipal Income Fund	Municipal Bonds	Dec 28, 1986	1.45%	-0.13%	1.47%	2.94%	13
MMIUX	MassMutual Select T. Rowe Price International Equi...	Foreign Large Cap Equities	Feb 9, 2018	0.00%	—	—	0.00%	—
MMNIX	Miller Market Neutral Income Fund Class I	Equity Market Neutral	Dec 29, 2023	1.69%	1.36%	—	4.85%	100

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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