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
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	Dec 1, 2019	0.49%	1.33%	—	3.51%	71
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	Aug 13, 2015	0.08%	8.62%	15.11%	1.04%	54
BIVIX	Invenomic Fund Institutional Class	Long-Short	Jun 19, 2017	3.17%	-18.14%	—	2.68%	1
BIVRX	Invenomic Fund	Long-Short	Jun 18, 2017	2.48%	-18.27%	—	2.36%	1
BJBHX	abrdn Global High Income Fund	High Yield Bonds	Dec 17, 2002	1.03%	2.13%	4.52%	6.02%	66
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	Feb 16, 2016	0.06%	0.64%	—	4.69%	46
BKPIX	ProFunds Banks UltraSector Fund	Leveraged Equities	Sep 3, 2001	1.71%	14.17%	12.44%	1.24%	20
BKT	BlackRock Income Trust		Jan 2, 1990	2.06%	0.37%	1.20%	10.01%	3
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	Aug 13, 2015	0.02%	8.63%	15.16%	1.07%	54
BLDIX	BlackRock Managed Income Fund	Diversified Portfolio	Oct 18, 2007	0.41%	1.41%	4.23%	5.49%	34
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	Dec 30, 2019	1.27%	11.02%	—	0.66%	74
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 18, 2012	0.66%	6.23%	9.29%	5.49%	48
BLPIX	ProFunds Bull Investor Fund	Leveraged Equities	Nov 30, 1997	1.50%	7.33%	12.94%	1.47%	45
BLRYX	Brookfield Global Listed Real Estate Fund	REIT	Nov 29, 2011	0.95%	9.03%	3.49%	2.16%	16
BLSIX	BlackRock Advantage Emerging Markets Fund	Emerging Markets Diversified	Oct 5, 2011	0.85%	24.74%	6.69%	3.64%	76
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	Jan 10, 1991	1.15%	-7.33%	9.68%	0.34%	1
BLZIX	BlackRock Sustainable Advantage Emerging Markets E...	Emerging Markets Diversified	Aug 17, 2020	0.86%	25.66%	—	2.30%	79
BMBSX	Baird Quality Intermediate Municipal Bond Fund	Municipal Bonds	Mar 29, 2001	0.55%	1.17%	1.50%	2.54%	73
BMCAX	BlackRock Advantage Large Cap Growth Fund	Large Cap Growth Equities	Aug 26, 1986	0.87%	7.92%	17.82%	6.43%	33
BMCIX	BlackRock High Equity Income Fund	Derivative Income	Apr 30, 1998	0.85%	8.30%	9.90%	7.68%	51

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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