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
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 29, 2000	1.05%	5.50%	9.06%	13.16%	3
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	May 1, 1998	1.10%	8.19%	9.32%	7.44%	51
BMN	Blackrock 2037 Municipal Target Term Trust	Municipal Bonds	Oct 28, 2022	0.93%	0.49%	—	4.37%	10
BMNSX	Baird Core Intermediate Municipal Bond Fund	Municipal Bonds	Aug 30, 2015	0.55%	1.45%	2.18%	2.98%	79
BMPEX	Beck, Mack & Oliver Partners Fund	Large Cap Blend Equities	Dec 1, 2009	1.00%	-6.00%	11.71%	0.00%	4
BMPIX	ProFunds Basic Materials UltraSector Fund	Leveraged Equities	Sep 3, 2001	1.89%	17.18%	10.66%	1.55%	15
BMQIX	Baird Municipal Bond Fund Institutional Class	Municipal Bonds	Nov 15, 2019	0.30%	1.74%	—	3.11%	77
BMQSX	Baird Municipal Bond Fund	Municipal Bonds	Nov 14, 2019	0.55%	1.55%	—	2.91%	74
BMSIX	BlackRock Income Fund	Multisector Bonds	Feb 25, 2010	0.62%	0.23%	3.89%	5.64%	52
BMSLX	MFS Blended Research Mid Cap Equity Fund	Mid Cap Blend Equities	Aug 19, 2016	0.59%	15.46%	—	2.67%	39
BNUEX	UBS International Sustainable Equity Fund	Foreign Large Cap Equities	Aug 31, 1993	1.00%	3.87%	9.12%	1.87%	33
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	May 26, 2005	1.11%	4.84%	9.20%	8.43%	22
BOGIX	SGI Small Cap Core Fund	Small Cap Blend Equities	Oct 1, 1999	1.29%	26.86%	12.47%	8.58%	81
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	Dec 28, 2000	1.03%	42.09%	18.16%	4.05%	82
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	Jun 2, 2003	0.87%	7.29%	13.47%	17.58%	29
BORAX	CollegeAdvantage 529 Savings Plan - BlackRock Infl...	Inflation-Protected Bonds	Sep 29, 2009	1.48%	0.67%	—	0.00%	17
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	—	1.00%	9.65%	10.81%	4.02%	10
BOSVX	Bridgeway Omni Small-Cap Value Fund	Small Cap Value Equities	Aug 31, 2011	0.60%	21.77%	11.97%	8.20%	80
BOYAX	Boyar Value Fund	Large Cap Value Equities	May 5, 1998	1.56%	7.69%	7.84%	4.21%	27
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	10.54%	11.89%	8.34%	49

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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