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
BRLGX	American Beacon Bridgeway Large Cap Growth Fund	Large Cap Growth Equities	Oct 31, 2003	0.80%	-7.11%	13.62%	10.88%	26
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	Oct 31, 2003	0.75%	3.73%	10.10%	12.18%	81
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	May 13, 2015	0.06%	2.00%	10.86%	5.81%	36
BRMSX	Bramshill Income Performance Fund	Nontraditional Bonds	Apr 10, 2016	1.03%	-0.81%	—	3.99%	11
BROAX	BlackRock Advantage International Fund Class A	Foreign Large Cap Equities	—	0.75%	3.09%	9.34%	6.79%	68
BROIX	BlackRock Advantage International Fund	Foreign Large Cap Equities	Jan 31, 2006	0.50%	3.18%	9.62%	6.91%	71
BROKX	BlackRock Advantage International Fund Class K	Foreign Large Cap Equities	Jan 25, 2018	0.45%	3.18%	—	6.94%	69
BRPIX	ProFunds Bear Fund	Inverse Equities, Leveraged	Dec 29, 1997	1.64%	4.82%	-13.35%	4.15%	1
BRSIX	Bridgeway Ultra Small Company Market Fund	Small Cap Value Equities	Jul 31, 1997	0.78%	0.13%	6.96%	1.03%	85
BRSJX	MFS Blended Research Small Cap Equity Fund	Small Cap Blend Equities	Sep 15, 2015	0.74%	1.83%	8.67%	6.59%	32
BRSVX	Bridgeway Small Cap Value Fund	Small Cap Value Equities	Oct 31, 2003	0.83%	5.18%	11.41%	1.99%	47
BRTNX	Bretton Fund	Large Cap Blend Equities	Sep 30, 2010	1.35%	-8.49%	12.76%	1.67%	6
BRUFX	Bruce Fund	Diversified Portfolio	Mar 20, 1968	0.68%	7.82%	7.52%	5.89%	80
BRUHX	MFS Blended Research Value Equity Fund	Large Cap Value Equities	Sep 15, 2015	0.49%	3.83%	10.87%	11.69%	48
BRUSX	Bridgeway Ultra Small Company Fund	Small Cap Value Equities	Aug 5, 1994	1.26%	-2.89%	8.05%	10.87%	29
BRW	Saba Capital Income & Opportunities Fund	Multisector Bonds	Dec 2, 1987	1.71%	-0.22%	—	15.10%	4
BRWIX	AMG Boston Common Global Impact Fund	Large Cap Growth Equities	Dec 30, 1985	0.93%	0.97%	10.04%	0.74%	78
BRWJX	MFS Blended Research Growth Equity Fund	Large Cap Growth Equities	Sep 15, 2015	0.49%	-7.32%	15.21%	7.15%	36
BRXAX	MFS Blended Research International Equity Fund Cla...	Foreign Large Cap Equities	Sep 15, 2015	0.77%	3.76%	10.23%	3.87%	93
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	Sep 15, 2015	0.64%	3.81%	10.47%	4.06%	94

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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