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
BNUEX	UBS International Sustainable Equity Fund	Foreign Large Cap Equities	Aug 31, 1993	1.00%	-0.55%	8.46%	1.95%	56
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	May 26, 2005	1.11%	-2.83%	8.48%	8.91%	25
BOGIX	SGI Small Cap Core Fund	Small Cap Blend Equities	Oct 1, 1999	1.29%	5.70%	10.36%	10.30%	53
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	Dec 28, 2000	1.03%	3.56%	14.46%	5.56%	65
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	Jun 2, 2003	0.87%	-8.13%	11.17%	20.54%	20
BORAX	CollegeAdvantage 529 Savings Plan - BlackRock Infl...	Inflation-Protected Bonds	Sep 29, 2009	1.48%	0.20%	—	0.00%	16
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	—	1.00%	-1.45%	9.58%	4.47%	3
BOSVX	Bridgeway Omni Small-Cap Value Fund	Small Cap Value Equities	Aug 31, 2011	0.60%	8.91%	10.85%	9.17%	69
BOYAX	Boyar Value Fund	Large Cap Value Equities	May 5, 1998	1.56%	-2.21%	6.54%	4.63%	25
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	-2.26%	10.50%	9.44%	24
BPGIX	Boston Partners Global Equity Fund	Global Equities	Dec 29, 2011	0.95%	0.94%	10.50%	10.00%	78
BPGLX	UBS Global Allocation Fund	Global Allocation	Aug 30, 1992	0.95%	-1.10%	6.77%	2.10%	71
BPGSX	Boston Partners Global Sustainability Fund	Global Equities	Dec 28, 2021	0.90%	2.43%	—	80.06%	82
BPIRX	Boston Partners Long/Short Research Fund	Long-Short	Sep 29, 2010	1.40%	-0.21%	6.61%	10.67%	59
BPLEX	Boston Partners Long/Short Equity Fund	Long-Short	Nov 16, 1998	2.21%	3.42%	12.90%	10.58%	94
BPLSX	Boston Partners Long/Short Equity Fund Institution...	Long-Short	Dec 27, 2000	2.04%	3.44%	12.15%	7.67%	94
BPRIX	BlackRock Inflation Protected Bond Fund	Inflation-Protected Bonds	Jun 27, 2004	0.40%	0.00%	2.39%	3.56%	17
BPRLX	Beacon Planned Return Strategy Fund	Options Trading	Oct 1, 2017	1.19%	-0.81%	—	12.65%	50
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	0.71%	8.75%	8.02%	24
BPSIX	Boston Partners Small Cap Value Fund Class I	Small Cap Value Equities	Jul 25, 2000	0.99%	0.77%	9.00%	7.50%	25

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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