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
BVPIX	Baywood ValuePlus Fund	Large Cap Value Equities	Dec 2, 2013	0.70%	6.43%	10.92%	7.55%	25
BVSIX	Baywood Socially Responsible Fund	Large Cap Value Equities	Jan 3, 2005	0.89%	6.74%	11.28%	3.53%	29
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	Dec 28, 2017	0.05%	1.52%	—	7.49%	12
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	Multisector Bonds	Jul 28, 2016	0.40%	1.78%	—	5.64%	98
BWG	BrandywineGLOBAL Global Income Opportunities Fund	Multisector Bonds	Mar 28, 2012	2.66%	-0.10%	4.89%	12.18%	12
BWNYX	Bullfinch Greater Western New York Series	Mid Cap Blend Equities	Dec 30, 1997	1.52%	15.45%	6.17%	0.00%	14
BXFIX	MassMutual Global Floating Rate Fund	Bank Loan	Sep 15, 2013	0.77%	0.32%	—	7.31%	48
BXMIX	Blackstone Alternative Multi-Strategy Fund	Multistrategy	Jun 15, 2014	2.33%	4.19%	4.40%	7.44%	99
CAAAX	Calvert Growth Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.43%	9.34%	11.07%	3.66%	43
CAAMX	Invesco Select Risk: Moderately Conservative Inves...	Diversified Portfolio	Apr 28, 2005	0.44%	5.58%	4.99%	2.84%	59
CAAPX	Ariel Appreciation Fund	Mid Cap Value Equities	Dec 1, 1989	1.12%	11.33%	9.12%	11.55%	40
CABDX	AB Relative Value Fund	Large Cap Value Equities	Jul 1, 1932	0.90%	11.94%	11.65%	5.40%	64
CABNX	AB Global Risk Allocation Fund	Tactical Allocation	Jun 7, 1932	1.29%	4.82%	6.73%	8.89%	36
CADUX	CION Ares Diversified Credit Fund Class I	Multisector Bonds	Jan 26, 2017	—	-0.49%	—	8.83%	52
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	May 30, 2007	0.99%	15.38%	11.99%	0.62%	72
CAEZX	Columbia Acorn European Fund	Europe Equities	Aug 18, 2011	1.19%	3.92%	9.13%	20.62%	10
CAF	Morgan Stanley China A Share Fund	China Equities	Jul 6, 2006	1.67%	16.42%	6.38%	1.30%	85
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	Jul 30, 1987	0.59%	7.29%	8.15%	7.31%	59
CAIFX	American Funds Capital Income Builder Fund Class F...	Dividend	Jul 30, 1987	0.37%	7.38%	8.38%	7.52%	64
CAMIX	Cambiar International Equity Fund	Foreign Large Cap Equities	Sep 9, 2002	0.98%	-0.53%	5.42%	1.81%	11

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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