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
BCEMX	Boston Common ESG Impact Emerging Markets Fund	Emerging Markets Diversified	Sep 19, 2021	0.99%	25.33%	—	1.74%	84
BCGDX	Blue Current Global Dividend Fund	Global Equities	Sep 17, 2014	0.99%	8.77%	11.71%	4.36%	68
BCGIX	BrandywineGLOBAL Corporate Credit Fund Class I	High Yield Bonds	Sep 30, 2002	0.60%	0.20%	—	5.83%	38
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	Dec 29, 1986	0.49%	2.32%	2.39%	3.95%	72
BCIFX	Blue Chip Investor Fund	Large Cap Value Equities	Dec 31, 2001	1.00%	2.04%	7.51%	3.07%	22
BCIIX	Brown Capital Management International Equity Fund	Foreign Large Cap Equities	May 27, 1999	1.25%	-11.26%	2.93%	0.00%	0
BCITX	American Century California Intermediate-Term Tax-...	Municipal Bonds	Nov 8, 1983	0.46%	1.19%	1.83%	3.03%	70
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	Sep 29, 2000	0.30%	0.64%	2.41%	4.34%	27
BCOSX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	Sep 29, 2000	0.55%	0.60%	2.13%	3.86%	27
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	Dec 28, 2007	0.30%	0.28%	1.77%	4.21%	20
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	Feb 28, 2011	0.28%	0.28%	1.59%	4.68%	23
BCSIX	Brown Capital Management Small Company Fund	Small Cap Growth Equities	Jul 23, 1992	1.25%	-5.70%	5.22%	115.09%	2
BCSKX	BlackRock Commodity Strategies Fund Class K	Commodities	Oct 3, 2011	0.67%	12.84%	—	2.78%	53
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	Jul 23, 1992	1.12%	-5.57%	5.44%	100.91%	2
BCSVX	Brown Capital Management International Small Compa...	Foreign Small & Mid Cap Equities	Sep 29, 2015	1.31%	-14.99%	6.96%	0.44%	0
BCX	Blackrock Resources & Commodities Strategy Trust	Natural Resources	Mar 30, 2011	1.10%	8.17%	11.86%	7.29%	33
BDAFX	Baron Durable Advantage Fund Retail Shares	Large Cap Growth Equities	Dec 29, 2017	0.95%	4.84%	—	0.00%	18
BDAIX	Baron Durable Advantage Fund	Large Cap Growth Equities	Dec 29, 2017	1.48%	4.98%	—	0.00%	18
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	Apr 1, 2011	0.07%	20.72%	11.42%	2.63%	69
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	Sep 30, 2013	1.05%	3.07%	13.96%	0.00%	7

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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