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
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	May 1, 2002	0.90%	1.74%	8.61%	12.50%	27
BERIX	Chartwell Income Fund	Diversified Portfolio	Sep 2, 1987	0.64%	3.46%	5.00%	3.02%	95
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	Oct 23, 2011	1.30%	5.53%	8.37%	9.03%	88
BEXIX	Baron Emerging Markets Fund	Emerging Markets Diversified	Dec 30, 2010	1.12%	1.73%	7.08%	2.01%	65
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	Dec 14, 2012	0.70%	-0.39%	—	3.86%	24
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	May 28, 1974	0.20%	-0.36%	—	4.11%	31
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	Jun 30, 2008	1.32%	-4.95%	20.18%	0.00%	58
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	-4.89%	20.49%	0.00%	60
BFMCX	BlackRock Core Bond Portfolio	Intermediate Core Bond	Dec 9, 1992	0.44%	-0.34%	1.58%	3.90%	31
BFMSX	BlackRock Low Duration Bond Portfolio	Short-Term Bond	Jul 17, 1992	0.41%	-0.14%	2.23%	4.25%	93
BFOCX	Berkshire Focus Fund	Technology Equities	Jun 30, 1997	1.94%	4.09%	17.51%	0.00%	76
BFONX	Biondo Focus Fund	Large Cap Growth Equities	Mar 17, 2010	1.51%	-13.29%	13.67%	13.95%	10
BFRAX	BlackRock Floating Rate Income Fund	Bank Loan	Nov 2, 1989	0.90%	-1.16%	4.33%	6.13%	71
BFSAX	BFS Equity Fund	Large Cap Blend Equities	Nov 8, 2013	1.25%	—	—	0.00%	—
BFTHX	Baron Fifth Avenue Growth Fund	Large Cap Growth Equities	Apr 30, 2004	1.00%	-9.67%	14.00%	4.55%	27
BGAIX	Baron Global Advantage Fund	Global Equities	Apr 29, 2012	0.90%	-4.48%	14.01%	0.20%	73
BGB	Blackstone GSO Strategic Credit Closed Fund	High Yield Bonds	Sep 26, 2012	2.36%	-4.40%	6.93%	8.90%	4
BGCBX	Baillie Gifford China Equities Fund	China Equities	Jul 6, 2021	0.96%	-5.80%	—	0.97%	13
BGCIX	BlackRock Global Long/Short Credit Fund	Nontraditional Bonds	Sep 29, 2011	1.12%	-0.22%	4.18%	5.84%	97
BGCKX	BlackRock Global Equity Market Neutral Fund Instit...	Equity Market Neutral	Jan 29, 2016	1.29%	4.64%	7.41%	8.56%	96

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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