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
BGCWX	Baillie Gifford EAFE Plus All Cap Fund	Foreign Large Cap Equities	Dec 16, 2009	0.64%	—	—	0.00%	—
BGEEX	BlackRock GA Dynamic Equity Fund	Global Equities	May 31, 2017	0.50%	—	—	0.68%	—
BGEIX	American Century Global Gold Fund	Precious Metals	Aug 16, 1988	0.65%	9.23%	17.66%	0.77%	91
BGELX	Baillie Gifford Emerging Markets Equities Fund	Emerging Markets Diversified	Apr 3, 2003	0.76%	5.90%	—	1.59%	87
BGETX	Baillie Gifford International Growth Fund	Foreign Large Cap Equities	Mar 5, 2008	0.60%	-5.73%	7.92%	5.75%	13
BGFIX	William Blair Growth Fund	Large Cap Growth Equities	Oct 1, 1999	0.89%	-10.81%	16.41%	30.24%	14
BGGSX	Baillie Gifford U.S. Equity Growth Fund	Large Cap Growth Equities	Apr 28, 2017	0.75%	-14.92%	—	0.00%	5
BGH	Barings Global Short Duration High Yield Fund	High Yield Bonds	Oct 26, 2012	3.95%	-6.75%	8.31%	12.52%	4
BGHIX	BrandywineGLOBAL - High Yield Fund Class I	High Yield Bonds	Dec 4, 2014	0.65%	-0.84%	—	6.89%	41
BGHSX	BrandywineGLOBAL - High Yield Fund	High Yield Bonds	Dec 3, 2014	0.54%	-1.26%	—	6.46%	32
BGITX	Baillie Gifford International Alpha Fund	Foreign Large Cap Equities	Feb 6, 2008	0.61%	-4.05%	6.69%	12.99%	16
BGLTX	Baillie Gifford Long Term Global Growth Fund	Global Equities	Jun 9, 2014	0.73%	-15.26%	14.46%	0.00%	6
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	Nov 29, 2011	1.00%	10.44%	7.46%	28.06%	80
BGNIX	BlackRock GNMA Portfolio	Government Bonds	May 17, 1998	0.49%	—	—	3.31%	—
BGNMX	American Century Ginnie Mae Fund	Government Bonds	Sep 22, 1985	0.55%	0.32%	0.87%	3.59%	38
BGPTX	Baillie Gifford Developed EAFE All Cap Fund	Foreign Large Cap Equities	Apr 14, 2014	0.64%	—	—	0.00%	—
BGRFX	Baron Growth Fund	Mid Cap Growth Equities	Dec 30, 1994	1.29%	-11.10%	7.49%	23.52%	0
BGRIX	Baron Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	-12.06%	7.58%	22.42%	0
BGRWX	Barrett Growth Fund	Large Cap Growth Equities	Dec 29, 1998	1.25%	-9.54%	12.51%	13.03%	6
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	Apr 15, 2000	1.20%	-4.21%	21.07%	14.15%	45

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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