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
BGSIX	BlackRock Technology Opportunities Institutional	Technology Equities	May 15, 2000	0.93%	-4.02%	21.29%	12.67%	49
BGT	BlackRock Floating Rate Income Trust	Bank Loan	Aug 26, 2004	1.74%	-3.28%	6.46%	13.60%	2
BGVIX	Brandes Global Equity Fund	Global Equities	Oct 5, 2008	1.00%	0.29%	11.22%	12.37%	75
BGX	Blackstone Long-Short Credit Income Fund	Long-Short	Jan 27, 2011	1.46%	-6.43%	7.03%	9.42%	1
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	May 30, 2007	1.19%	-5.46%	7.33%	9.40%	9
BHBFX	Madison Dividend Income Fund	Large Cap Value Equities	Dec 18, 1986	0.91%	4.64%	9.58%	11.45%	22
BHCHX	Baron Health Care Fund	Health & Biotech Equities	Apr 29, 2018	0.85%	-6.26%	—	0.00%	10
BHYAX	BlackRock High Yield Bond Fund Investor A Shares	High Yield Bonds	Nov 19, 1998	0.93%	-0.80%	5.57%	6.28%	87
BHYIX	BlackRock High Yield Bond Portfolio Institutional ...	High Yield Bonds	Nov 19, 1998	0.59%	-0.61%	6.04%	6.58%	89
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	Jun 28, 2012	0.46%	-0.26%	1.99%	3.47%	52
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	Nov 30, 2006	0.68%	-6.98%	14.12%	6.25%	9
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	Jun 28, 1999	0.81%	-9.56%	11.27%	95.64%	3
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	Oct 20, 2013	1.19%	-1.40%	11.83%	7.71%	75
BIALX	Brown Advisory Global Leaders Fund	Global Equities	Jun 30, 2015	0.90%	-7.73%	11.49%	6.08%	11
BIAMX	Brown Advisory Maryland Bond Fund	Municipal Bonds	Dec 20, 2000	0.47%	-0.23%	1.42%	3.31%	38
BIAPX	BlackRock 80/20 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.10%	-1.22%	9.44%	6.06%	67
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Diversified	Dec 11, 2012	1.25%	4.62%	7.35%	1.53%	84
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 1999	1.11%	-0.63%	8.73%	19.74%	13
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	Dec 31, 2008	1.10%	4.19%	9.47%	12.94%	29
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	Jun 29, 2012	0.78%	-12.14%	13.65%	27.91%	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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