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
BTBFX	Boston Trust Asset Management Fund	Diversified Portfolio	Nov 30, 1995	0.83%	-3.47%	8.27%	12.32%	14
BTCFX	Bitcoin ProFund Investor	Cryptocurrency	Jul 28, 2021	1.41%	-22.85%	—	47.18%	1
BTCLX	Vest Bitcoin Strategy Managed Volatility Fund Inve...	Cryptocurrency	Aug 13, 2021	3.44%	-16.90%	—	15.44%	1
BTEFX	Boston Trust Equity Fund	Large Cap Blend Equities	Oct 1, 2003	0.85%	-3.40%	11.45%	7.58%	18
BTEKX	BlackRock Technology Opportunities Fund Class K	Technology Equities	May 15, 2000	0.84%	-4.00%	—	12.67%	47
BTFAX	BTS Tactical Fixed Income Fund	Nontraditional Bonds	May 30, 2013	1.65%	-1.31%	-0.20%	4.33%	5
BTIIX	DWS Equity 500 Index Fund	Large Cap Blend Equities	Dec 31, 1992	0.20%	-3.69%	15.00%	13.67%	50
BTLSX	Baillie Gifford International Concentrated Growth ...	Foreign Large Cap Equities	Dec 13, 2017	0.81%	-10.34%	—	0.00%	5
BTMFX	Boston Trust Midcap Fund	Mid Cap Blend Equities	—	1.00%	-1.87%	9.85%	11.07%	7
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 1, 2011	0.05%	2.68%	9.10%	3.65%	73
BTMSX	Baird Short-Term Municipal Bond Fund	Municipal Bonds	Aug 30, 2015	0.55%	0.46%	1.81%	3.04%	87
BTO	John Hancock Financial Opportunities Fund	Financials Equities	Aug 18, 1994	2.01%	3.59%	11.16%	7.29%	14
BTPIX	Salient Tactical Plus Fund	Long-Short	Dec 30, 2012	1.08%	-0.46%	3.40%	2.82%	4
BTSIX	BTS Managed Income Fund	Nontraditional Bonds	Dec 30, 2018	1.50%	-0.07%	—	5.68%	37
BTSMX	Boston Trust SMID Cap Fund	Mid Cap Blend Equities	Nov 30, 2011	0.75%	-1.99%	10.13%	2.09%	4
BTTRX	American Century Zero Coupon 2025 Fund	Government Bonds	Feb 14, 1996	0.54%	—	—	0.00%	—
BUBIX	Baird Ultra Short Bond Fund Institutional Class	Ultrashort Bond	Dec 31, 2013	0.15%	0.51%	2.65%	4.02%	100
BUBSX	Baird Ultra Short Bond Fund	Ultrashort Bond	Dec 31, 2013	0.40%	0.80%	2.49%	4.10%	100
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	Aug 12, 1994	1.01%	6.62%	9.58%	8.55%	33
BUFDX	Buffalo Dividend Focus Fund	Large Cap Blend Equities	Dec 3, 2012	0.93%	-0.37%	12.10%	1.59%	20

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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