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
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	Jun 30, 1993	0.26%	0.53%	6.52%	3.18%	59
BBBIX	BBH Limited Duration Fund	Ultrashort Bond	Jul 20, 2000	0.27%	0.23%	3.39%	4.26%	99
BBBMX	BBH Limited Duration Fund Class N	Ultrashort Bond	Jul 20, 2000	0.35%	0.22%	3.30%	4.19%	98
BBCPX	Bridge Builder Core Plus Bond Fund	Total Bond Market	Jul 13, 2015	0.15%	-0.85%	2.35%	4.04%	39
BBGLX	Bridge Builder Large Cap Growth Fund	Large Cap Growth Equities	Apr 27, 2015	0.19%	-8.76%	12.48%	0.00%	4
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 27, 2015	0.38%	-2.89%	9.94%	0.00%	8
BBGVX	Sterling Capital Intermediate U.S. Government Fund	Government Bonds	Oct 8, 1992	0.48%	0.01%	1.26%	2.45%	49
BBHLX	BBH Partner Fund - International Equity	Foreign Large Cap Equities	Oct 24, 2002	0.68%	-1.80%	7.98%	1.75%	32
BBIEX	Bridge Builder International Equity Fund	Foreign Large Cap Equities	Jul 6, 2015	0.37%	0.41%	7.98%	0.00%	13
BBIIX	BBH Intermediate Municipal Bond Fund	Municipal Bonds	Mar 31, 2014	0.46%	0.08%	2.62%	3.29%	59
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	Oct 9, 1992	0.77%	5.17%	12.20%	1.42%	78
BBLIX	BBH Select Series - Large Cap Fund	Large Cap Growth Equities	Sep 9, 2019	0.70%	1.58%	—	9.39%	36
BBMIX	BBH Select Series - Mid Cap Fund	Mid Cap Growth Equities	May 23, 2021	0.90%	2.86%	—	0.00%	4
BBMUX	Bridge Builder Municipal Bond Fund	Municipal Bonds	Sep 13, 2015	0.15%	-0.42%	1.96%	3.05%	46
BBN	BlackRock Taxable Municipal Bond Trust	Municipal Bonds	Aug 27, 2010	2.32%	0.21%	3.10%	7.23%	9
BBNIX	BBH Income Fund	Intermediate Core-Plus Bond	Jun 27, 2018	0.47%	-0.22%	—	4.80%	39
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	Oct 15, 1992	0.57%	-0.46%	1.45%	2.68%	48
BBSGX	Sterling Capital Short Duration Bond Fund	Short-Term Bond	Nov 30, 1992	0.43%	-0.10%	2.63%	4.26%	97
BBSOX	BlackRock Short Obligations Fund	Ultrashort Bond	Nov 15, 2012	0.30%	0.46%	2.39%	3.98%	99
BBTBX	Bridge Builder Core Bond Fund	Intermediate Core Bond	Oct 28, 2013	0.13%	-0.54%	1.82%	3.66%	32

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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