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
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	Nov 30, 2006	0.68%	5.22%	15.90%	5.52%	14
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	Jun 28, 1999	0.81%	6.22%	13.43%	81.44%	4
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	Oct 20, 2013	1.19%	0.00%	12.43%	7.60%	10
BIALX	Brown Advisory Global Leaders Fund	Global Equities	Jun 30, 2015	0.90%	-6.08%	12.20%	5.98%	3
BIAMX	Brown Advisory Maryland Bond Fund	Municipal Bonds	Dec 20, 2000	0.47%	1.50%	1.48%	3.59%	73
BIAPX	BlackRock 80/20 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.10%	10.33%	10.72%	5.42%	60
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Diversified	Dec 11, 2012	1.25%	23.69%	9.56%	1.29%	80
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 1999	1.11%	13.26%	9.85%	17.32%	22
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	Dec 31, 2008	1.10%	16.25%	10.41%	11.60%	59
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	Jun 29, 2012	0.78%	0.63%	15.34%	24.37%	4
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	Sep 29, 2021	1.08%	16.03%	—	3.77%	45
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	Dec 25, 2013	0.49%	0.44%	1.55%	4.52%	26
BIBDX	BlackRock Global Dividend Portfolio	Global Equities	Apr 6, 2008	0.75%	9.42%	9.60%	18.47%	46
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	Dec 2, 1999	0.45%	0.00%	1.98%	4.27%	18
BICPX	BlackRock 20/80 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	3.79%	4.20%	4.25%	58
BICSX	BlackRock Commodity Strategies Portfolio	Commodities	Oct 2, 2011	0.72%	11.21%	8.50%	2.78%	48
BIDAX	iShares Municipal Bond Index Fund	Municipal Bonds	Dec 17, 2000	0.50%	1.41%	—	3.11%	66
BIGFX	Baron International Growth Fund	Foreign Large Cap Equities	Dec 30, 2008	1.20%	14.13%	9.21%	0.74%	23
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	May 2, 2019	0.90%	18.66%	9.53%	15.55%	42
BIGPX	BlackRock 60/40 Target Allocation Fund Class I	Diversified Portfolio	Dec 21, 2006	0.43%	8.46%	8.80%	7.35%	61

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