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
BPTIX	Baron Partners Fund Institutional Class	Large Cap Growth Equities	—	1.99%	-4.93%	24.20%	3.37%	79
BPTRX	Baron Partners Fund	Large Cap Growth Equities	Apr 30, 2003	1.36%	-5.00%	23.71%	3.54%	79
BQLCX	Bright Rock Quality Large Cap Fund	Large Cap Blend Equities	May 26, 2010	0.87%	-3.42%	9.68%	8.07%	13
BQMGX	Bright Rock Mid Cap Growth Fund	Mid Cap Growth Equities	May 26, 2010	1.07%	-5.27%	8.92%	4.35%	3
BRACX	BlackRock Allocation Target Shares Series C Portfo...	Corporate Bonds	Sep 30, 2004	0.00%	-0.70%	2.23%	4.88%	36
BRAGX	Bridgeway Aggressive Investors 1 Fund	Mid Cap Blend Equities	Aug 5, 1994	0.39%	-1.02%	9.92%	19.09%	57
BRAMX	BlackRock Allocation Target Shares Series M Portfo...	Short-Term Bond	Sep 30, 2004	0.00%	0.11%	1.20%	4.14%	50
BRASX	BlackRock Allocation Target Shares Series S Portfo...	Short-Term Bond	Sep 30, 2004	0.00%	-0.13%	2.23%	4.22%	92
BRCAX	Invesco Balanced-Risk Commodity Strategy Fund Clas...	Commodities	Nov 30, 2010	1.40%	27.94%	8.46%	10.95%	95
BRCYX	Invesco Balanced-Risk Commodity Strategy Fund	Commodities	Nov 29, 2010	1.06%	28.11%	8.74%	10.70%	95
BREFX	Baron Real Estate Fund Retail Shares	REIT	Dec 31, 2009	1.31%	-4.93%	10.36%	3.83%	10
BREIX	Baron Real Estate Fund	REIT	Dec 31, 2009	1.05%	-4.88%	10.70%	3.99%	10
BRGIX	Bridges Investment Fund	Large Cap Growth Equities	Jul 1, 1963	0.72%	-9.15%	13.04%	12.24%	10
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	Mar 31, 2011	0.06%	-3.77%	13.76%	2.60%	45
BRGNX	iShares Russell 1000 Large-Cap Index Fund	Large Cap Blend Equities	Mar 31, 2011	0.12%	-3.78%	13.75%	2.55%	46
BRGOX	Bridgeway Global Opportunities Fund Class N	Equity Market Neutral	Oct 15, 2024	1.63%	7.01%	—	10.62%	96
BRHYX	BlackRock High Yield K	High Yield Bonds	Jan 5, 2001	0.48%	-0.73%	6.12%	6.68%	88
BRIAX	BlackRock Retirement Income 2030 Fund	Target Retirement Date	Jul 30, 2020	0.50%	-0.49%	—	7.83%	59
BRIIX	Baron Real Estate Income Fund	REIT	Dec 29, 2017	1.08%	1.94%	—	1.59%	11
BRKIX	MFS Blended Research Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 14, 2015	0.99%	5.84%	9.25%	2.34%	90

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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