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
BDHIX	BlackRock Dynamic High Income Portfolio	Diversified Portfolio	Nov 2, 2014	0.65%	4.52%	6.73%	7.91%	46
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	Aug 30, 2005	0.86%	2.24%	10.56%	9.19%	31
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	Dec 20, 2012	1.60%	12.77%	8.29%	7.93%	95
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	Dec 20, 2012	1.57%	12.96%	8.56%	7.91%	95
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	Jun 30, 2011	0.41%	16.18%	9.52%	2.31%	62
BDOIX	iShares MSCI Total International Index Fund	Foreign Large Cap Equities	Jun 30, 2011	0.15%	16.35%	9.80%	2.52%	63
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	Jun 30, 2011	0.09%	16.32%	10.00%	2.47%	63
BDSIX	BlackRock Advantage Small Cap Core Fund	Small Cap Blend Equities	Mar 14, 2013	0.50%	22.37%	12.29%	3.89%	76
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Small Cap Blend Equities	Mar 14, 2013	0.45%	22.40%	—	3.92%	77
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	Dec 27, 1995	1.78%	-7.92%	-14.52%	7.29%	0
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	Jun 30, 2004	0.79%	4.38%	11.30%	26.39%	8
BEGRX	Franklin Mutual Beacon Fund	Global Equities	Jun 28, 1962	0.77%	1.08%	8.81%	6.78%	22
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	Jan 30, 2011	1.12%	24.08%	9.93%	1.73%	92
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	May 9, 1991	0.65%	7.83%	13.52%	10.78%	58
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	May 1, 2002	0.90%	11.28%	8.98%	11.43%	30
BERIX	Chartwell Income Fund	Diversified Portfolio	Sep 2, 1987	0.64%	2.36%	4.74%	4.15%	58
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	Oct 23, 2011	1.30%	23.82%	9.89%	7.70%	65
BEXIX	Baron Emerging Markets Fund	Emerging Markets Diversified	Dec 30, 2010	1.12%	22.95%	8.90%	1.66%	49
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	Dec 14, 2012	0.70%	0.35%	—	4.20%	16
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	May 28, 1974	0.20%	0.15%	—	4.50%	20

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.

Loading charts...

Time Period