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
MOJOX	Donoghue Forlines Momentum Fund	Tactical Allocation	Dec 22, 2016	2.00%	17.93%	—	22.75%	93
MONTX	Monetta Fund	Large Cap Growth Equities	May 6, 1986	1.33%	-6.87%	13.47%	21.71%	47
MOPIX	MainStay WMC Small Companies Fund	Small Cap Blend Equities	Jan 12, 1987	0.97%	3.59%	7.61%	0.15%	60
MOSAX	MassMutual Overseas Fund	Foreign Large Cap Equities	Apr 30, 2001	1.34%	-4.09%	7.81%	18.99%	25
MOTIX	BNY Mellon Municipal Opportunities Fund	Municipal Bonds	Oct 14, 2008	0.90%	—	—	2.74%	—
MOWIX	Moerus Worldwide Value Fund	Foreign Small & Mid Cap Equities	May 30, 2016	1.40%	6.05%	—	9.83%	94
MPA	BlackRock MuniYield Pennsylvania Quality Fund	Municipal Bonds	Nov 4, 1992	2.28%	1.17%	1.71%	6.49%	15
MPAIX	Morgan Stanley Institutional Fund, Inc. Advantage ...	Large Cap Growth Equities	Jun 30, 2008	0.85%	-12.49%	11.21%	0.03%	8
MPBAX	Morgan Stanley Institutional Fund Trust Global Str...	Global Allocation	Dec 30, 1992	0.72%	-1.39%	6.73%	6.87%	66
MPBFX	BNY Mellon Bond Fund	Intermediate Core Bond	Oct 2, 2000	0.55%	-0.18%	1.61%	3.52%	35
MPBLX	BNY Mellon Asset Allocation Fund	Diversified Portfolio	Oct 1, 2000	0.41%	-1.54%	8.24%	6.36%	56
MPEGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	Mar 30, 1990	0.72%	-10.49%	13.15%	0.00%	7
MPFDX	Morgan Stanley Institutional Fund Trust Corporate ...	Corporate Bonds	Aug 31, 1990	0.70%	-0.57%	3.24%	4.23%	34
MPGFX	Mairs & Power Growth Fund	Large Cap Blend Equities	Nov 7, 1958	0.61%	-3.09%	11.62%	4.63%	23
MPGVX	Mondrian Global Equity Value Fund	Global Equities	Jun 29, 2020	0.74%	-1.36%	—	8.50%	65
MPHQX	BlackRock Total Return Fund Class K	Intermediate Core-Plus Bond	Sep 26, 2007	0.37%	-0.30%	2.21%	4.47%	33
MPIBX	BNY Mellon Intermediate Bond Fund	Short-Term Bond	Oct 2, 2000	0.56%	—	—	1.36%	—
MPIEX	Mondrian International Value Equity Fund	Foreign Large Cap Equities	Feb 3, 1992	0.74%	3.17%	7.70%	10.31%	81
MPITX	BNY Mellon International Fund	Foreign Large Cap Equities	Oct 2, 2000	1.03%	4.33%	8.13%	2.31%	78
MPLIX	Praxis International Index Fund	Foreign Large Cap Equities	Dec 31, 2010	0.61%	1.24%	8.67%	3.28%	71

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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