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
BCX	Blackrock Resources & Commodities Strategy Trust	Commodity Producers Equities	Mar 30, 2011	1.10%	13.74%	13.43%	6.81%	86
BDAFX	Baron Durable Advantage Fund Retail Shares	Large Cap Growth Equities	Dec 29, 2017	0.95%	-8.35%	—	0.00%	19
BDAIX	Baron Durable Advantage Fund	Large Cap Growth Equities	Dec 29, 2017	1.48%	-8.27%	—	0.00%	20
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	Apr 1, 2011	0.07%	2.24%	10.10%	3.10%	55
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	Sep 30, 2013	1.05%	-9.60%	13.43%	0.00%	7
BDHIX	BlackRock Dynamic High Income Portfolio	Diversified Portfolio	Nov 2, 2014	0.65%	-0.71%	6.42%	8.04%	51
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	Aug 30, 2005	0.86%	-5.62%	10.06%	9.76%	22
BDKNX	Braddock Multi-Strategy Income Fund	Multisector Bonds	Jul 30, 2009	1.53%	—	—	6.46%	—
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	Dec 20, 2012	1.60%	4.49%	7.06%	8.56%	95
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	Dec 20, 2012	1.57%	4.60%	7.34%	8.54%	95
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	Jun 30, 2011	0.41%	2.57%	8.38%	2.62%	81
BDOIX	iShares MSCI Total International Index Fund	Foreign Large Cap Equities	Jun 30, 2011	0.15%	2.15%	8.60%	2.32%	79
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	Jun 30, 2011	0.09%	2.15%	8.81%	2.27%	80
BDSIX	BlackRock Advantage Small Cap Core Fund	Small Cap Blend Equities	Mar 14, 2013	0.50%	3.05%	10.93%	4.62%	57
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Small Cap Blend Equities	Mar 14, 2013	0.45%	3.05%	—	4.66%	58
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	Dec 27, 1995	1.78%	4.75%	-13.69%	6.41%	1
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	Jun 30, 2004	0.79%	-0.06%	10.92%	27.56%	4
BEGRX	Franklin Mutual Beacon Fund	Global Equities	Jun 28, 1962	0.77%	-1.72%	8.85%	6.98%	42
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	Jan 30, 2011	1.12%	7.23%	8.65%	2.00%	97
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	May 9, 1991	0.65%	-4.90%	12.16%	12.10%	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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