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
BPGIX	Boston Partners Global Equity Fund	Global Equities	Dec 29, 2011	0.95%	6.09%	11.31%	9.51%	37
BPGLX	UBS Global Allocation Fund	Global Allocation	Aug 30, 1992	0.95%	6.74%	7.68%	1.95%	64
BPIRX	Boston Partners Long/Short Research Fund	Long-Short	Sep 29, 2010	1.40%	5.13%	7.36%	10.13%	42
BPLEX	Boston Partners Long/Short Equity Fund	Long-Short	Nov 16, 1998	2.21%	13.95%	14.08%	9.60%	94
BPRIX	BlackRock Inflation Protected Bond Fund	Inflation-Protected Bonds	Jun 27, 2004	0.40%	0.09%	2.29%	4.73%	14
BPRLX	Beacon Planned Return Strategy Fund	Options Trading	Oct 1, 2017	1.19%	4.57%	—	11.99%	82
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	14.12%	10.10%	7.08%	37
BPSIX	Boston Partners Small Cap Value Fund Class I	Small Cap Value Equities	Jul 25, 2000	0.99%	14.23%	10.35%	6.62%	38
BPTRX	Baron Partners Fund	Large Cap Growth Equities	Apr 30, 2003	1.36%	4.68%	25.16%	3.21%	46
BQLCX	Bright Rock Quality Large Cap Fund	Large Cap Blend Equities	May 26, 2010	0.87%	-2.68%	9.73%	8.10%	10
BQMGX	Bright Rock Mid Cap Growth Fund	Mid Cap Growth Equities	May 26, 2010	1.07%	-3.61%	8.97%	4.27%	2
BRACX	BlackRock Allocation Target Shares Series C Portfo...	Corporate Bonds	Sep 30, 2004	0.00%	0.40%	2.17%	5.28%	26
BRAGX	Bridgeway Aggressive Investors 1 Fund	Mid Cap Blend Equities	Aug 5, 1994	0.39%	10.86%	11.18%	17.05%	47
BRAMX	BlackRock Allocation Target Shares Series M Portfo...	Short-Term Bond	Sep 30, 2004	0.00%	0.60%	1.22%	4.54%	34
BRASX	BlackRock Allocation Target Shares Series S Portfo...	Short-Term Bond	Sep 30, 2004	0.00%	0.46%	2.24%	4.60%	64
BRCAX	Invesco Balanced-Risk Commodity Strategy Fund Clas...	Commodities	Nov 30, 2010	1.40%	18.63%	6.47%	11.81%	44
BRCYX	Invesco Balanced-Risk Commodity Strategy Fund	Commodities	Nov 29, 2010	1.06%	18.59%	6.71%	11.56%	45
BREFX	Baron Real Estate Fund Retail Shares	REIT	Dec 31, 2009	1.31%	3.48%	11.48%	3.52%	13
BREIX	Baron Real Estate Fund	REIT	Dec 31, 2009	1.05%	3.62%	11.84%	3.66%	12
BRGIX	Bridges Investment Fund	Large Cap Growth Equities	Jul 1, 1963	0.72%	-0.66%	14.45%	11.19%	11

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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