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
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	Dec 30, 2019	1.27%	7.23%	—	0.69%	55
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 18, 2012	0.66%	-0.70%	8.55%	5.87%	71
BLPIX	ProFunds Bull Investor Fund	Leveraged Equities, Leveraged	Nov 30, 1997	1.50%	-4.09%	11.49%	1.65%	36
BLRYX	Brookfield Global Listed Real Estate Fund	REIT	Nov 29, 2011	0.95%	2.70%	2.96%	3.29%	29
BLSIX	BlackRock Advantage Emerging Markets Fund	Emerging Markets Diversified	Oct 5, 2011	0.85%	5.60%	4.81%	4.30%	84
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	Jan 10, 1991	1.15%	-8.55%	9.37%	0.34%	1
BLZIX	BlackRock Sustainable Advantage Emerging Markets E...	Emerging Markets Diversified	Aug 17, 2020	0.86%	6.17%	—	2.72%	89
BMBSX	Baird Quality Intermediate Municipal Bond Fund	Municipal Bonds	Mar 29, 2001	0.55%	0.08%	1.51%	2.74%	59
BMCAX	BlackRock Advantage Large Cap Growth Fund	Large Cap Growth Equities	Aug 26, 1986	0.87%	-7.06%	15.64%	7.46%	50
BMCIX	BlackRock High Equity Income Fund	Derivative Income	Apr 30, 1998	0.85%	-2.44%	8.76%	7.51%	26
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 29, 2000	1.05%	-1.89%	9.78%	28.30%	21
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	May 1, 1998	1.10%	-2.48%	8.18%	7.28%	25
BMN	Blackrock 2037 Municipal Target Term Trust	Municipal Bonds	Oct 28, 2022	0.93%	1.07%	—	4.30%	30
BMNSX	Baird Core Intermediate Municipal Bond Fund	Municipal Bonds	Aug 30, 2015	0.55%	0.12%	2.26%	3.23%	62
BMPEX	Beck, Mack & Oliver Partners Fund	Large Cap Blend Equities	Dec 1, 2009	1.00%	-12.54%	10.78%	0.00%	3
BMPIX	ProFunds Basic Materials UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.89%	16.66%	10.95%	1.55%	25
BMQSX	Baird Municipal Bond Fund	Municipal Bonds	Nov 14, 2019	0.55%	-0.14%	—	3.16%	42
BMSIX	BlackRock Income Fund	Multisector Bonds	Feb 25, 2010	0.62%	-1.16%	3.90%	5.31%	84
BMSLX	MFS Blended Research Mid Cap Equity Fund	Mid Cap Blend Equities	Aug 19, 2016	0.59%	1.42%	—	3.04%	21
BNIVX	Barrow Hanley International Value Fund	Foreign Large Cap Equities	Dec 28, 2021	0.86%	4.86%	—	0.00%	—

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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