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
BUFEX	Buffalo Large Cap Fund	Large Cap Growth Equities	May 19, 1995	0.93%	-6.83%	14.41%	7.24%	34
BUFGX	Buffalo Growth Fund	Large Cap Growth Equities	May 19, 1995	0.92%	-12.26%	11.86%	6.97%	12
BUFHX	Buffalo High Yield Fund	High Yield Bonds	May 19, 1995	1.02%	0.30%	5.44%	7.06%	68
BUFIX	Buffalo International Fund	Foreign Large Cap Equities	Sep 27, 2007	1.03%	-0.04%	8.69%	0.85%	19
BUFMX	Buffalo Mid Cap Fund	Mid Cap Growth Equities	Dec 17, 2001	1.02%	-8.93%	7.67%	11.32%	2
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	May 21, 2004	1.46%	-4.55%	9.11%	5.35%	11
BUFSX	Buffalo Small Cap Fund	Small Cap Growth Equities	Apr 14, 1998	1.01%	-3.57%	9.42%	0.00%	9
BUFTX	Buffalo Discovery Fund	Mid Cap Growth Equities	Apr 16, 2001	1.00%	-10.44%	7.00%	23.61%	2
BUIGX	Cboe Vest US Large Cap 10% Buffer Fund	Options Trading	Aug 22, 2016	0.95%	-1.47%	—	0.00%	50
BULIX	American Century Utilities Fund	Utilities Equities	Feb 28, 1993	0.65%	9.75%	7.34%	10.39%	68
BUSIX	Sterling Capital Ultra Short Bond Fund	Ultrashort Bond	Nov 30, 2012	0.27%	0.83%	2.68%	3.89%	100
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	Feb 13, 2018	0.55%	-3.10%	—	6.68%	8
BVAOX	Madison Small Cap Fund	Small Cap Blend Equities	Dec 16, 1996	1.10%	0.73%	-2.67%	9.98%	6
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	May 16, 1999	0.58%	-0.49%	1.39%	2.54%	44
BVDAX	BlackRock 60/40 Target Allocation ETF VI Fund	Diversified Portfolio	Apr 29, 2014	0.19%	-1.14%	—	6.36%	63
BVEFX	Becker Value Equity Fund	Large Cap Value Equities	Nov 3, 2003	0.78%	0.49%	10.70%	9.73%	32
BVPIX	Baywood ValuePlus Fund	Large Cap Value Equities	Dec 2, 2013	0.70%	3.40%	10.72%	7.77%	26
BVSIX	Baywood Socially Responsible Fund	Large Cap Value Equities	Jan 3, 2005	0.89%	0.01%	10.64%	3.76%	14
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	Dec 28, 2017	0.05%	-6.96%	—	8.18%	18
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	Multisector Bonds	Jul 28, 2016	0.40%	0.36%	—	5.72%	98

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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