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
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	Mid Cap Growth Equities	Oct 2, 2000	0.90%	-0.42%	-5.92%	0.00%	0
MPNIX	BNY Mellon National Intermediate Municipal Bond Fu...	Municipal Bonds	Oct 1, 2000	0.50%	—	—	1.19%	—
MPSAX	MassMutual Inflation-Protected and Income Fund	Inflation-Protected Bonds	Dec 30, 2003	1.02%	0.42%	3.36%	2.99%	11
MPSSX	BNY Mellon Small Cap Multi-Strategy Fund	Small Cap Growth Equities	Oct 2, 2000	1.01%	2.04%	8.36%	41.42%	39
MPSTX	BNY Mellon National Short Term Municipal Bond Fund	Municipal Bonds	Oct 1, 2000	0.44%	—	—	1.13%	—
MQIFX	Franklin Mutual Quest Fund	Global Allocation	Sep 25, 1980	0.78%	0.94%	5.65%	4.14%	34
MQLFX	MFS Limited Maturity Fund	Short-Term Bond	Feb 26, 1992	0.57%	0.03%	2.21%	4.04%	90
MQT	BlackRock MuniYield Quality Fund II	Municipal Bonds	Sep 21, 1992	2.18%	—	—	5.45%	—
MQY	BlackRock MuniYield Quality Fund	Municipal Bonds	Jul 21, 1992	2.07%	-0.55%	1.34%	6.29%	4
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 4, 1999	0.45%	-0.15%	2.02%	3.88%	37
MRESX	Cromwell CenterSquare Real Estate Fund	REIT	Dec 31, 1997	1.02%	5.90%	—	1.52%	8
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	Dec 29, 2015	1.05%	-2.48%	15.47%	1.66%	9
MRGAX	MFS Core Equity Fund	Large Cap Blend Equities	Jan 2, 1996	0.93%	-3.36%	13.25%	14.07%	26
MRJAX	Morgan Stanley Multi-Asset Real Return Portfolio A	Global Equities	Jun 18, 2018	1.10%	—	—	0.00%	—
MRLIX	AMG Renaissance Large Cap Growth Fund	Large Cap Growth Equities	Jun 3, 2009	0.66%	-5.28%	11.91%	0.00%	3
MRSAX	MFS Research International A	Foreign Large Cap Equities	Apr 26, 1999	1.04%	1.92%	8.20%	5.13%	51
MRSIX	MFS Research International Fund	Foreign Large Cap Equities	Jan 2, 1997	0.76%	1.99%	8.47%	5.15%	52
MSACX	Morgan Stanley Institutional Fund, Inc. Active Int...	Foreign Large Cap Equities	Jan 17, 1992	0.90%	5.02%	8.10%	0.00%	27
MSAQX	Morgan Stanley Institutional Fund, Inc. Asia Oppor...	Asia Pacific Equities	Dec 28, 2015	1.10%	-8.64%	8.19%	0.00%	1
MSCFX	Mairs & Power Small Cap Fund	Small Cap Blend Equities	Aug 11, 2011	0.95%	3.79%	8.74%	2.19%	31

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.

Loading graphics...

Time Period