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
MSSGX	Morgan Stanley Institutional Fund, Inc. Inception ...	Small Cap Growth Equities	Nov 1, 1989	1.04%	-12.55%	14.25%	0.00%	3
MSSMX	Morgan Stanley Institutional Inception Fund Class ...	Small Cap Growth Equities	Dec 29, 1995	1.35%	-12.57%	14.69%	0.00%	3
MSTBX	Morningstar Defensive Bond Fund	Short-Term Bond	Nov 2, 2018	0.52%	-0.30%	—	1.99%	77
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	Sep 30, 1994	0.51%	0.03%	2.05%	4.09%	96
MSTFX	Morningstar International Equity Fund	Foreign Large Cap Equities	Nov 2, 2018	1.00%	1.61%	—	2.52%	23
MSTGX	Morningstar Global Income Fund	Global Allocation	Nov 1, 2018	0.62%	3.40%	—	2.53%	74
MSTIX	MainStay MacKay Short Term Municipal Fund	Municipal Bonds	Jan 1, 1991	0.40%	0.18%	1.59%	3.06%	82
MSTMX	Morningstar Multisector Bond Fund	Multisector Bonds	Nov 1, 2018	0.58%	-1.50%	—	3.17%	62
MSTPX	Morningstar Municipal Bond Fund	Municipal Bonds	Nov 1, 2018	0.58%	-0.30%	—	1.56%	13
MSTQX	Morningstar U.S. Equity Fund	Large Cap Blend Equities	Nov 2, 2018	0.85%	-3.18%	—	0.71%	2
MSTRX	Morningstar Total Return Bond Fund	Intermediate Core Bond	Nov 2, 2018	0.55%	-0.78%	—	1.97%	25
MSTSX	Morningstar Global Opportunistic Equity Fund	Global Allocation	Nov 1, 2018	0.78%	-1.00%	—	2.46%	7
MSTVX	Morningstar Alternatives Fund	Multistrategy	Nov 1, 2018	1.15%	0.85%	—	3.38%	69
MSUMX	BlackRock US Mortgage Portfolio	Multisector Bonds	Jul 28, 2005	0.45%	—	—	4.37%	—
MSVAX	MFS Virginia Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.81%	-0.36%	1.64%	2.98%	15
MSVVX	Mesirow Small Company Sustainability Fund	Small Cap Blend Equities	Dec 19, 2018	3.06%	-3.98%	—	0.00%	0
MSXAX	NYLI S&P 500 Index Class A	S&P 500	Jan 2, 2004	0.52%	-3.65%	13.63%	1.10%	44
MSYIX	Morgan Stanley Institutional Fund Trust High Yield...	High Yield Bonds	Feb 7, 2012	0.65%	—	—	5.28%	—
MTCIX	MFS Technology Fund	Technology Equities	Jan 1, 1997	0.88%	-8.71%	19.35%	15.02%	24
MTFEX	MainStay MacKay Strategic Municipal Allocation Fun...	Municipal Bonds	Jun 27, 2019	0.97%	0.01%	—	3.06%	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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