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
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	Dec 17, 1990	0.65%	11.69%	11.54%	8.04%	78
BIGTX	The Texas Fund	Mid Cap Blend Equities	Sep 17, 2013	1.67%	21.12%	10.65%	6.09%	59
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 6, 2008	0.55%	3.07%	5.52%	6.64%	45
BIIEX	Brandes International Equity Fund	Foreign Large Cap Equities	Jan 1, 1997	0.85%	5.40%	10.73%	5.85%	39
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	Feb 15, 2016	0.08%	0.51%	—	4.65%	40
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	Apr 1, 2016	0.57%	0.86%	—	4.94%	38
BILPX	BlackRock Event Driven Equity Fund	Event Driven	Dec 18, 2007	1.16%	2.31%	5.11%	4.10%	76
BIMBX	BlackRock Systematic Multi-Strategy Class I	Diversified Portfolio	May 19, 2015	0.98%	0.19%	4.54%	2.27%	6
BIMIX	Baird Intermediate Bond Fund Class Institutional	Intermediate Core Bond	Sep 29, 2000	0.30%	-0.06%	2.09%	3.38%	24
BIMPX	BlackRock 40/60 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	5.99%	6.88%	5.36%	61
BIMSX	Baird Intermediate Bond Fund	Intermediate Core Bond	Sep 29, 2000	0.55%	0.09%	1.90%	3.30%	27
BINCX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Jan 31, 2013	1.99%	-3.39%	10.13%	3.12%	9
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	Feb 29, 2000	1.31%	9.80%	21.82%	3.86%	26
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities	Jun 18, 2000	1.49%	28.34%	10.20%	0.29%	91
BIRDX	iShares Developed Real Estate Index Fund	REIT	Aug 12, 2015	0.19%	9.49%	3.97%	6.49%	17
BIREX	BlackRock Real Estate Securities Fund	REIT	Sep 28, 2012	0.75%	15.57%	6.55%	2.64%	23
BIRIX	BlackRock Sustainable Advantage Large Cap Core Fun...	Large Cap Blend Equities	Oct 5, 2015	0.48%	10.12%	15.64%	5.91%	71
BISAX	Brandes International Small Cap Equity Fund	Foreign Small & Mid Cap Equities	Jan 30, 2012	1.36%	-3.11%	10.88%	3.33%	9
BISLX	Brown Advisory Sustainable International Leaders F...	Foreign Large Cap Equities	Feb 27, 2022	1.00%	-5.23%	—	3.80%	2
BISMX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Feb 1, 2012	1.11%	-3.05%	11.10%	3.44%	9

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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