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
BIMSX	Baird Intermediate Bond Fund	Intermediate Core Bond	Sep 29, 2000	0.55%	-0.14%	2.04%	3.56%	74
BINCX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Jan 31, 2013	1.99%	0.64%	10.18%	2.99%	91
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	Feb 29, 2000	1.31%	-8.24%	19.68%	4.62%	45
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.49%	6.30%	9.54%	0.34%	92
BIRDX	iShares Developed Real Estate Index Fund	REIT	Aug 12, 2015	0.19%	2.82%	3.33%	6.65%	25
BIREX	BlackRock Real Estate Securities Fund	REIT	Sep 28, 2012	0.75%	4.18%	5.68%	2.86%	9
BIRIX	BlackRock Sustainable Advantage Large Cap Core Fun...	Large Cap Blend Equities	Oct 5, 2015	0.48%	-2.84%	14.05%	6.70%	61
BISAX	Brandes International Small Cap Equity Fund	Foreign Small & Mid Cap Equities	Jan 30, 2012	1.36%	0.77%	10.93%	3.20%	92
BISLX	Brown Advisory Sustainable International Leaders F...	Foreign Large Cap Equities	Feb 27, 2022	1.00%	-6.86%	—	3.87%	5
BISMX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Feb 1, 2012	1.11%	0.80%	11.16%	3.31%	92
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	Dec 1, 2019	0.49%	-0.22%	—	3.26%	38
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	Aug 13, 2015	0.08%	-3.29%	13.67%	1.14%	49
BIVIX	Invenomic Fund Institutional Class	Long-Short	Jun 19, 2017	3.17%	2.82%	—	2.14%	6
BIVRX	Invenomic Fund	Long-Short	Jun 18, 2017	2.48%	2.77%	—	1.88%	6
BJBHX	abrdn Global High Income Fund	High Yield Bonds	Dec 17, 2002	1.03%	0.07%	4.63%	6.35%	72
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	Feb 16, 2016	0.06%	0.63%	—	3.60%	82
BKPIX	ProFunds Banks UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.71%	-2.27%	10.24%	1.45%	14
BKT	BlackRock Income Trust		Jan 2, 1990	2.06%	-1.28%	1.12%	9.91%	3
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	Aug 13, 2015	0.02%	-3.25%	13.72%	1.17%	48
BLDIX	BlackRock Managed Income Fund	Diversified Portfolio	Oct 18, 2007	0.41%	-0.62%	4.26%	5.17%	64

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 graphics...

Time Period