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
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	Sep 29, 2021	1.08%	0.00%	—	4.37%	26
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	Dec 25, 2013	0.49%	-0.01%	1.56%	4.14%	43
BIBDX	BlackRock Global Dividend Portfolio	Global Equities	Apr 6, 2008	0.75%	-1.52%	8.25%	20.45%	47
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	Dec 2, 1999	0.45%	-0.49%	2.11%	3.79%	25
BICPX	BlackRock 20/80 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.17%	3.87%	4.41%	71
BICSX	BlackRock Commodity Strategies Portfolio	Commodities	Oct 2, 2011	0.72%	20.19%	10.47%	2.57%	96
BIDAX	iShares Municipal Bond Index Fund	Municipal Bonds	Dec 17, 2000	0.50%	-0.30%	—	3.12%	25
BIGFX	Baron International Growth Fund	Foreign Large Cap Equities	Dec 30, 2008	1.20%	0.79%	7.80%	0.84%	50
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	May 2, 2019	0.90%	1.07%	7.47%	18.26%	45
BIGPX	BlackRock 60/40 Target Allocation Fund Class I	Diversified Portfolio	Dec 21, 2006	0.43%	-0.93%	7.78%	8.05%	70
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	Dec 17, 1990	0.65%	0.71%	10.21%	8.99%	53
BIGTX	The Texas Fund	Mid Cap Blend Equities	Sep 17, 2013	1.67%	9.28%	9.57%	6.75%	65
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 6, 2008	0.55%	-0.34%	5.26%	6.13%	67
BIIEX	Brandes International Equity Fund	Foreign Large Cap Equities	Jan 1, 1997	0.85%	3.76%	10.15%	5.94%	88
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	Feb 15, 2016	0.08%	0.63%	—	3.58%	83
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	Apr 1, 2016	0.57%	-0.38%	—	4.45%	58
BILPX	BlackRock Event Driven Equity Fund	Event Driven	Dec 18, 2007	1.16%	0.67%	4.79%	4.17%	87
BIMBX	BlackRock Systematic Multi-Strategy Class I	Diversified Portfolio	May 19, 2015	0.98%	1.25%	4.73%	2.24%	24
BIMIX	Baird Intermediate Bond Fund Class Institutional	Intermediate Core Bond	Sep 29, 2000	0.30%	-0.34%	2.23%	3.67%	70
BIMPX	BlackRock 40/60 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.80%	6.18%	5.73%	71

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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