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
BGHIX	BrandywineGLOBAL - High Yield Fund Class I	High Yield Bonds	Dec 4, 2014	0.65%	0.37%	—	6.63%	43
BGHSX	BrandywineGLOBAL - High Yield Fund	High Yield Bonds	Dec 3, 2014	0.54%	-0.07%	—	6.27%	33
BGITX	Baillie Gifford International Alpha Fund	Foreign Large Cap Equities	Feb 6, 2008	0.61%	9.71%	8.44%	11.36%	14
BGLTX	Baillie Gifford Long Term Global Growth Fund	Global Equities	Jun 9, 2014	0.73%	-11.38%	14.94%	0.00%	2
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	Nov 29, 2011	1.00%	9.79%	6.67%	28.25%	39
BGNMX	American Century Ginnie Mae Fund	Government Bonds	Sep 22, 1985	0.55%	0.51%	0.84%	3.94%	25
BGRFX	Baron Growth Fund	Mid Cap Growth Equities	Dec 30, 1994	1.29%	-16.71%	6.76%	25.11%	0
BGRIX	Baron Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	-16.62%	7.04%	23.65%	0
BGRWX	Barrett Growth Fund	Large Cap Growth Equities	Dec 29, 1998	1.25%	-2.67%	13.71%	12.11%	8
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	Apr 15, 2000	1.20%	43.67%	26.34%	9.43%	69
BGSIX	BlackRock Technology Opportunities Institutional	Technology Equities	May 15, 2000	0.93%	43.83%	26.61%	8.45%	69
BGT	BlackRock Floating Rate Income Trust	Bank Loan	Aug 26, 2004	1.74%	0.07%	6.39%	13.59%	2
BGVIX	Brandes Global Equity Fund	Global Equities	Oct 5, 2008	1.00%	1.68%	11.70%	12.20%	38
BGX	Blackstone Long-Short Credit Income Fund	Long-Short	Jan 27, 2011	1.46%	-3.88%	6.44%	9.05%	2
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	May 30, 2007	1.19%	0.56%	8.01%	9.03%	8
BHBFX	Madison Dividend Income Fund	Large Cap Value Equities	Dec 18, 1986	0.91%	8.61%	9.97%	11.55%	32
BHCHX	Baron Health Care Fund	Health & Biotech Equities	Apr 29, 2018	0.85%	-3.01%	—	0.00%	17
BHYAX	BlackRock High Yield Bond Fund Investor A Shares	High Yield Bonds	Nov 19, 1998	0.93%	1.47%	5.51%	6.73%	76
BHYIX	BlackRock High Yield Bond Portfolio Institutional ...	High Yield Bonds	Nov 19, 1998	0.59%	1.61%	5.97%	7.07%	78
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	Jun 28, 2012	0.46%	1.55%	2.01%	3.75%	75

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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