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
BRZIX	BlackRock Sustainable Advantage International Equi...	Foreign Large Cap Equities	Aug 18, 2020	0.50%	2.88%	—	15.43%	71
BSBAX	Northern Short Bond Fund	Short-Term Bond	Jan 11, 1993	0.40%	0.33%	1.98%	4.38%	96
BSBIX	Baird Short-Term Bond Fund Institutional Class	Short-Term Bond	Aug 31, 2004	0.30%	0.27%	2.51%	4.30%	98
BSBSX	Baird Short-Term Bond Fund Investor Class	Short-Term Bond	Sep 19, 2012	0.55%	0.21%	2.26%	4.05%	97
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	Sep 30, 1997	1.29%	-7.65%	10.06%	10.29%	4
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	Oct 19, 1997	0.59%	-0.42%	1.58%	2.73%	51
BSCMX	Brandes Small Cap Value Fund	Small Cap Value Equities	Jan 2, 2018	0.91%	8.83%	—	4.18%	90
BSGLX	Baillie Gifford Long Term Global Growth Fund Class...	Large Cap Growth Equities, Global Equities	—	0.80%	-15.31%	—	0.00%	6
BSGSX	Baird Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 31, 2018	1.10%	-4.28%	—	0.00%	3
BSHIX	Bishop Street Hawaii Municipal Bond Fund	Municipal Bonds	Feb 15, 1995	0.55%	-0.26%	1.12%	2.37%	41
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	Feb 5, 2008	0.69%	-0.54%	3.66%	4.77%	87
BSIVX	BlackRock Small Cap Index V.I. Fund	Small Cap Blend Equities	Jun 10, 2018	0.21%	1.49%	—	4.03%	54
BSL	Blackstone Senior Floating Rate 2027 Term Fund	High Yield Bonds	May 26, 2010	1.50%	-4.62%	6.18%	8.78%	2
BSMIX	iShares Russell Small/Mid-Cap Index Fund	Small Cap Blend Equities	Aug 13, 2015	0.12%	3.01%	10.58%	2.82%	54
BSNIX	Baird Strategic Municipal Bond Fund Institutional ...	Municipal Bonds	—	0.30%	0.08%	—	3.24%	69
BSNSX	Baird Strategic Municipal Bond Fund	Municipal Bonds	Nov 14, 2019	0.55%	0.44%	—	3.32%	72
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	Jul 1, 2019	0.01%	-3.94%	—	1.54%	47
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	Apr 28, 1993	0.10%	-3.67%	13.96%	1.74%	48
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	Aug 6, 2018	0.35%	-3.93%	—	1.30%	45
BSVSX	Baird Equity Opportunity Fund	Small Cap Blend Equities	May 1, 2012	1.50%	-10.91%	7.70%	30.23%	23

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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