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
MMRIX	MainStay Moderate Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.09%	-0.70%	6.58%	5.55%	52
MMSIX	Praxis Small Cap Index Fund	Small Cap Blend Equities	May 1, 2007	0.43%	2.81%	9.12%	8.64%	32
MMT	MFS Multimarket Income Trust	Multisector Bonds	Mar 12, 1987	0.03%	-0.89%	6.28%	8.93%	16
MMU	Western Asset Managed Municipals Fund Inc	Municipal Bonds	Jun 26, 1992	0.01%	-0.46%	1.35%	6.39%	17
MMUFX	MFS Utilities Fund	Utilities Equities	Feb 13, 1992	0.99%	9.92%	9.61%	3.48%	74
MNBAX	Manning & Napier Pro-Blend Extended Term Series	Diversified Portfolio	Oct 11, 1993	1.02%	-3.97%	6.46%	10.56%	13
MNCEX	Mercer Non-US Core Equity Fund	Foreign Large Cap Equities	Aug 17, 2006	0.39%	1.72%	—	13.41%	80
MNDFX	Manning & Napier Disciplined Value Series	Large Cap Value Equities	Nov 7, 2008	0.54%	6.77%	4.97%	9.21%	54
MNDIX	MFS New Discovery Fund	Small Cap Growth Equities	Jan 2, 1997	0.99%	-0.82%	10.99%	0.00%	32
MNHAX	Manning & Napier High Yield Bond I	High Yield Bonds	Aug 1, 2012	0.66%	-0.74%	6.80%	6.58%	55
MNHYX	Manning & Napier High Yield Bond Series	High Yield Bonds	Sep 14, 2009	0.90%	-0.28%	6.66%	6.87%	62
MNNAX	Victory Munder Multi-Cap Fund	Large Cap Blend Equities	Aug 19, 1996	1.28%	-0.82%	13.31%	14.50%	72
MNOVX	MainStay MacKay New York Tax Free Opportunities Fu...	Municipal Bonds	May 13, 2012	0.76%	0.19%	2.20%	3.71%	23
MNRGX	Manor Investment Funds Growth Fund	Large Cap Growth Equities	Jun 30, 1999	0.99%	-9.05%	12.36%	9.41%	22
MNRMX	Manor Investment Funds Manor Fund	Large Cap Blend Equities	Sep 25, 1995	1.25%	1.52%	10.10%	8.17%	78
MNTRX	Allspring Core Bond Fund	Intermediate Core Bond	Jun 30, 1997	0.70%	-0.16%	1.48%	3.74%	31
MNWIX	MFS Managed Wealth Fund	Long-Short	Jun 26, 2014	0.67%	-2.78%	3.51%	0.78%	10
MOFIX	Mercer Opportunistic Fixed Income Fund	Multisector Bonds	Aug 20, 2013	0.44%	-2.24%	—	3.40%	40
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	Jun 19, 2011	0.61%	—	—	3.65%	—
MOGLX	Gabelli Media Mogul Fund	Communications Equities	Nov 30, 2016	0.90%	5.87%	—	0.46%	78

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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