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
MSCGX	Mercer US Small/Mid Cap Equity Fund	Small Cap Blend Equities	Aug 15, 2005	0.48%	2.43%	—	7.53%	18
MSCOX	Morgan Stanley Institutional Fund Inception Portfo...	Small Cap Growth Equities	Nov 1, 1989	2.10%	-12.81%	—	0.00%	3
MSCUX	Morgan Stanley Institutional Fund American Resilie...	Large Cap Growth Equities	Jul 29, 2022	1.05%	—	—	0.00%	—
MSCVX	MainStay MacKay California Tax Free Opportunities ...	Municipal Bonds	Feb 27, 2013	0.77%	-0.11%	2.18%	3.32%	20
MSEFX	iMGP Equity Fund	Large Cap Blend Equities	Dec 31, 1996	0.98%	-5.68%	7.10%	3.60%	3
MSEGX	Morgan Stanley Institutional Growth Portfolio	Large Cap Growth Equities	Apr 2, 1991	0.87%	-15.21%	15.50%	0.00%	11
MSEQX	Morgan Stanley Growth Portfolio Class I	Large Cap Growth Equities	Apr 2, 1991	0.56%	-15.17%	15.73%	0.00%	11
MSFAX	Morgan Stanley Institutional Fund, Inc. Global Fra...	Global Equities	Nov 27, 2001	0.92%	-11.33%	6.49%	0.00%	0
MSFRX	MFS Total Return Fund	Diversified Portfolio	Oct 5, 1970	0.72%	1.29%	8.03%	8.66%	38
MSHMX	Morgan Stanley Permanence Portfolio	Large Cap Growth Equities	Apr 5, 2020	0.85%	-0.84%	—	16.45%	24
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	Feb 3, 1988	0.82%	-6.36%	10.75%	8.01%	20
MSILX	iMGP International Fund	Foreign Large Cap Equities	Dec 1, 1997	1.05%	-3.70%	5.71%	1.61%	51
MSIQX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Aug 4, 1989	0.95%	-1.80%	0.26%	0.00%	1
MSJIX	Morgan Stanley Global Endurance Portfolio	Global Equities	Dec 30, 2018	1.00%	0.68%	—	0.53%	66
MSMLX	Matthews Emerging Markets Small Companies Fund	Emerging Markets Diversified	Sep 14, 2008	1.37%	3.80%	9.69%	1.44%	39
MSNCX	MFS North Carolina Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.84%	-0.03%	1.72%	3.30%	19
MSNYX	MFS New York Municipal Bond Fund	Municipal Bonds	Jun 5, 1988	0.83%	0.08%	1.86%	3.53%	17
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	Jun 1, 1998	0.91%	-2.26%	10.20%	4.16%	1
MSPIX	MainStay S&P 500 Index Fund	Large Cap Blend Equities	Jan 2, 1991	0.25%	-3.60%	13.92%	1.29%	46
MSSCX	AMG Frontier Small Cap Growth Fund	Small Cap Growth Equities	Sep 24, 1997	0.94%	4.76%	15.07%	0.00%	48

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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