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
MTLFX	MFS Municipal Limited Maturity Fund	Municipal Bonds	Mar 16, 1992	0.60%	-0.12%	2.05%	3.08%	68
MTMIX	MainStay MacKay Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 2, 1991	0.45%	-0.01%	2.58%	4.48%	40
MUA	BlackRock MuniAssets Fund	Municipal Bonds	Jun 25, 1993	1.96%	0.11%	1.76%	6.31%	6
MUBFX	MainStay WMC Value Fund	Large Cap Value Equities	Jan 21, 1971	0.70%	0.38%	12.46%	7.35%	28
MUC	BlackRock MuniHoldings California Quality Fund	Municipal Bonds	Feb 27, 1998	2.14%	0.25%	0.63%	6.13%	8
MUE	BlackRock MuniHoldings Quality Fund II	Municipal Bonds	Feb 26, 1999	2.17%	—	—	5.57%	—
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	Nov 1, 1988	1.14%	9.71%	10.77%	3.04%	68
MUIFX	Nationwide Fund	Large Cap Blend Equities	May 11, 1933	0.65%	-5.36%	12.89%	27.90%	27
MUIGX	Nationwide BNY Mellon Dynamic U.S. Core Fund	Large Cap Blend Equities	Feb 14, 1961	0.50%	-3.90%	15.00%	5.14%	44
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	Ultrashort Bond	Apr 28, 2016	0.35%	0.52%	—	3.85%	100
MUJ	BlackRock MuniHoldings New Jersey Quality Fund	Municipal Bonds	Mar 13, 1998	2.26%	-1.39%	2.49%	5.60%	26
MUNDX	Mundoval Fund	Global Equities	Sep 2, 2004	1.49%	-5.65%	10.65%	9.15%	42
MUOIX	Morgan Stanley Institutional Fund, Inc. US Core Po...	Large Cap Blend Equities	May 27, 2016	0.80%	-8.15%	—	0.00%	18
MURLX	Mutual of America 2040 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.08%	-0.65%	—	8.68%	53
MURMX	Mutual of America 2045 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.08%	-0.59%	—	8.84%	52
MURNX	Mutual of America Investment Corporation - 2050 Re...	Target Retirement Date	Nov 30, 2021	0.08%	-0.61%	—	9.36%	49
MUROX	Mutual of America 2055 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.11%	-0.56%	—	7.99%	49
MUSEX	MFS Blended Research Core Equity Fund	Large Cap Blend Equities	Jan 14, 1994	0.49%	-2.27%	13.25%	7.32%	44
MUTHX	Franklin Mutual Shares Fund	Diversified Portfolio	Jun 30, 1949	0.75%	-2.20%	7.27%	7.75%	10
MUXYX	Victory S&P 500 Index Fund	S&P 500	Nov 29, 1991	0.44%	-3.66%	13.63%	8.48%	44

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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