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
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	Mar 31, 2011	0.06%	8.07%	15.22%	2.58%	54
BRGNX	iShares Russell 1000 Large-Cap Index Fund	Large Cap Blend Equities	Mar 31, 2011	0.12%	8.04%	15.21%	2.52%	50
BRGOX	Bridgeway Global Opportunities Fund Class N	Equity Market Neutral	Oct 15, 2024	1.63%	6.35%	—	10.68%	84
BRHYX	BlackRock High Yield K	High Yield Bonds	Jan 5, 2001	0.48%	1.38%	6.04%	7.19%	74
BRIAX	BlackRock Retirement Income 2030 Fund	Target Retirement Date	Jul 30, 2020	0.50%	2.81%	—	8.47%	41
BRIIX	Baron Real Estate Income Fund	REIT	Dec 29, 2017	1.08%	12.14%	—	0.96%	28
BRKIX	MFS Blended Research Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 14, 2015	0.99%	26.36%	11.37%	1.96%	86
BRLGX	American Beacon Bridgeway Large Cap Growth Fund	Large Cap Growth Equities	Oct 31, 2003	0.80%	12.68%	16.30%	8.97%	35
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	Oct 31, 2003	0.75%	16.66%	11.51%	10.83%	93
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	May 13, 2015	0.06%	12.75%	11.98%	5.28%	41
BRMSX	Bramshill Income Performance Fund	Nontraditional Bonds	Apr 10, 2016	1.03%	1.03%	—	4.39%	19
BROIX	BlackRock Advantage International Fund	Foreign Large Cap Equities	Jan 31, 2006	0.50%	9.72%	10.47%	6.50%	35
BROKX	BlackRock Advantage International Fund Class K	Foreign Large Cap Equities	Jan 25, 2018	0.45%	9.72%	—	6.53%	38
BRPIX	ProFunds Bear Fund	Inverse Equities	Dec 29, 1997	1.64%	-5.92%	-14.33%	4.62%	0
BRSIX	Bridgeway Ultra Small Company Market Fund	Small Cap Value Equities	Jul 31, 1997	0.78%	18.82%	8.67%	0.87%	75
BRSJX	MFS Blended Research Small Cap Equity Fund	Small Cap Blend Equities	Sep 15, 2015	0.74%	14.78%	9.91%	5.85%	47
BRSVX	Bridgeway Small Cap Value Fund	Small Cap Value Equities	Oct 31, 2003	0.83%	18.54%	12.57%	1.77%	62
BRTNX	Bretton Fund	Large Cap Blend Equities	Sep 30, 2010	1.35%	-0.22%	13.93%	1.53%	14
BRUFX	Bruce Fund	Diversified Portfolio	Mar 20, 1968	0.68%	12.02%	7.64%	5.67%	77
BRUHX	MFS Blended Research Value Equity Fund	Large Cap Value Equities	Sep 15, 2015	0.49%	15.84%	12.18%	10.48%	84

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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