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
MVALX	Meridian Contrarian Fund	Mid Cap Blend Equities	Feb 10, 1994	1.12%	2.61%	12.44%	12.48%	52
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	Aug 31, 2001	1.02%	1.66%	9.41%	8.07%	16
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	Feb 1, 2013	0.62%	1.76%	9.08%	8.13%	17
MVEIX	Monteagle Select Value Fund	Mid Cap Value Equities	Mar 30, 1998	1.45%	0.87%	9.22%	4.57%	36
MVF	BlackRock MuniVest Fund	Municipal Bonds	Sep 29, 1988	2.10%	—	—	5.60%	—
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	Dec 4, 2013	0.74%	0.93%	9.24%	10.84%	53
MVIAX	Praxis Value Index Fund	Large Cap Value Equities	May 1, 2001	0.78%	3.26%	11.59%	1.03%	40
MVT	BlackRock MuniVest Fund II	Municipal Bonds	Mar 29, 1993	2.14%	—	—	5.40%	—
MWCIX	Metropolitan West Unconstrained Bond Fund	Nontraditional Bonds	Sep 29, 2011	0.76%	0.09%	2.83%	4.74%	90
MWEBX	MFS Global Equity Fund	Global Equities	Dec 28, 1986	1.90%	-7.78%	8.61%	26.17%	6
MWESX	MetWest ESG Securitized Fund	Intermediate Core-Plus Bond	Sep 29, 2021	0.49%	0.13%	—	3.95%	40
MWHYX	Metropolitan West High Yield Bond Fund	High Yield Bonds	Sep 30, 2002	0.85%	-0.32%	4.63%	5.55%	66
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	Jun 29, 2018	1.87%	-0.35%	—	3.39%	68
MWLDX	Metropolitan West Low Duration Bond Fund	Short-Term Bond	Mar 31, 1997	0.62%	0.02%	1.88%	3.26%	89
MWMIX	VanEck Morningstar Wide Moat Fund	Large Cap Blend Equities	Nov 6, 2017	0.59%	-6.81%	—	13.38%	17
MWNIX	MFS International New Discovery Fund	Foreign Small & Mid Cap Equities	Oct 8, 1997	1.03%	-1.04%	5.86%	3.27%	33
MWOFX	MFS Global Growth Fund	Global Equities	Nov 17, 1993	1.22%	-8.79%	9.89%	5.95%	4
MWSTX	Metropolitan West Strategic Income Fund	Nontraditional Bonds	Jun 29, 2003	1.04%	0.21%	2.84%	4.85%	88
MWTIX	Metropolitan West Total Return Bond Fund Class I	Total Bond Market	—	0.45%	-0.04%	1.68%	3.62%	27
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	Mar 31, 1997	0.65%	-0.09%	1.48%	3.41%	24

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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