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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 27, 2015	0.38%	10.44%	10.94%	0.00%	9
BBGVX	Sterling Capital Intermediate U.S. Government Fund	Government Bonds	Oct 8, 1992	0.48%	0.20%	1.23%	2.79%	23
BBHLX	BBH Partner Fund - International Equity	Foreign Large Cap Equities	Oct 24, 2002	0.68%	11.39%	8.99%	1.54%	20
BBIEX	Bridge Builder International Equity Fund	Foreign Large Cap Equities	Jul 6, 2015	0.37%	7.73%	8.59%	0.00%	7
BBIIX	BBH Intermediate Municipal Bond Fund	Municipal Bonds	Mar 31, 2014	0.46%	1.26%	2.58%	3.27%	73
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	Oct 9, 1992	0.77%	16.92%	13.25%	1.28%	92
BBLIX	BBH Select Series - Large Cap Fund	Large Cap Growth Equities	Sep 9, 2019	0.70%	1.58%	—	9.39%	37
BBMIX	BBH Select Series - Mid Cap Fund	Mid Cap Growth Equities	May 23, 2021	0.90%	2.86%	—	0.00%	3
BBMUX	Bridge Builder Municipal Bond Fund	Municipal Bonds	Sep 13, 2015	0.15%	1.23%	2.00%	3.37%	70
BBN	BlackRock Taxable Municipal Bond Trust	Municipal Bonds	Aug 27, 2010	2.32%	1.37%	2.57%	7.38%	14
BBNIX	BBH Income Fund	Intermediate Core-Plus Bond	Jun 27, 2018	0.47%	0.60%	—	5.21%	25
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	Oct 15, 1992	0.57%	0.72%	1.46%	2.68%	56
BBSGX	Sterling Capital Short Duration Bond Fund	Short-Term Bond	Nov 30, 1992	0.43%	—	—	3.48%	—
BBSOX	BlackRock Short Obligations Fund	Ultrashort Bond	Nov 15, 2012	0.30%	1.39%	2.46%	4.25%	99
BBTBX	Bridge Builder Core Bond Fund	Intermediate Core Bond	Oct 28, 2013	0.13%	0.14%	1.80%	4.07%	21
BBVLX	Bridge Builder Large Cap Value Fund	Large Cap Value Equities	Apr 27, 2015	0.23%	9.54%	12.18%	1.67%	13
BBVSX	Bridge Builder Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 27, 2015	0.41%	14.55%	9.37%	0.00%	11
BCAAX	BrandywineGLOBAL - Corporate Credit Fund	High Yield Bonds	Sep 29, 2002	0.86%	0.13%	—	5.62%	35
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	Dec 29, 2010	0.86%	10.51%	7.27%	3.46%	28
BCAMX	Boston Common ESG Impact U.S. Equity Fund	Large Cap Blend Equities	Apr 30, 2012	1.00%	7.46%	12.78%	5.81%	49

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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