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
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	Jun 30, 2008	1.32%	11.20%	21.92%	0.00%	53
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	11.34%	22.23%	0.00%	54
BFMCX	BlackRock Core Bond Portfolio	Intermediate Core Bond	Dec 9, 1992	0.44%	0.31%	1.54%	4.36%	19
BFMSX	BlackRock Low Duration Bond Portfolio	Short-Term Bond	Jul 17, 1992	0.41%	0.70%	2.27%	4.67%	71
BFOCX	Berkshire Focus Fund	Technology Equities	Jun 30, 1997	1.94%	66.59%	23.50%	0.00%	76
BFONX	Biondo Focus Fund	Large Cap Growth Equities	Mar 17, 2010	1.51%	-6.93%	15.00%	13.00%	6
BFRAX	BlackRock Floating Rate Income Fund	Bank Loan	Nov 2, 1989	0.90%	0.54%	4.33%	6.46%	62
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%	11.60%	16.45%	3.68%	22
BGAIX	Baron Global Advantage Fund	Global Equities	Apr 29, 2012	0.90%	19.81%	16.49%	0.16%	68
BGB	Blackstone GSO Strategic Credit Closed Fund	High Yield Bonds	Sep 26, 2012	2.36%	-1.05%	6.55%	8.54%	5
BGCBX	Baillie Gifford China Equities Fund	China Equities	Jul 6, 2021	0.96%	-3.19%	—	0.94%	11
BGCIX	BlackRock Global Long/Short Credit Fund	Nontraditional Bonds	Sep 29, 2011	1.12%	1.55%	4.23%	5.74%	96
BGEEX	BlackRock GA Dynamic Equity Fund	Global Equities	May 31, 2017	0.50%	—	—	0.68%	—
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	Aug 16, 1988	0.65%	-3.68%	12.88%	1.17%	21
BGELX	Baillie Gifford Emerging Markets Equities Fund	Emerging Markets Diversified	Apr 3, 2003	0.76%	15.73%	—	1.45%	71
BGETX	Baillie Gifford International Growth Fund	Foreign Large Cap Equities	Mar 5, 2008	0.60%	3.94%	8.83%	5.22%	6
BGFIX	William Blair Growth Fund	Large Cap Growth Equities	Oct 1, 1999	0.89%	7.14%	15.29%	25.18%	15
BGGSX	Baillie Gifford U.S. Equity Growth Fund	Large Cap Growth Equities	Apr 28, 2017	0.75%	-6.69%	—	0.00%	2
BGH	Barings Global Short Duration High Yield Fund	High Yield Bonds	Oct 26, 2012	3.95%	-2.39%	7.60%	12.27%	4

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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