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
CZMVX	Multi-Manager Value Strategies Fund	Large Cap Value Equities	Jan 3, 2017	0.69%	9.89%	—	14.03%	69
CZOVX	Zacks All-Cap Core Fund	Large Cap Blend Equities	Dec 5, 2005	1.00%	10.39%	14.48%	2.09%	60
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	15.97%	—	1.24%	56
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Diversified	Nov 14, 2021	0.43%	33.78%	—	1.87%	88
DAFGX	Dunham Focused Large Cap Growth Fund	Large Cap Growth Equities	Dec 8, 2011	1.37%	-2.10%	13.07%	16.87%	2
DAFRX	Dunham Floating Rate Bond Fund	Bank Loan	Oct 31, 2013	1.29%	2.14%	4.01%	7.37%	86
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	Sep 29, 1995	0.93%	14.79%	14.03%	5.82%	82
DAIOX	Dunham International Opportunity Bond Fund	Global Bonds	Oct 31, 2013	1.58%	3.27%	1.02%	3.93%	64
DALCX	Dean Mid Cap Value Fund	Mid Cap Value Equities	May 28, 1997	0.85%	13.64%	11.04%	5.43%	37
DAMDX	Dunham Monthly Distribution Fund	Event Driven	Jul 31, 2008	2.38%	1.81%	3.17%	7.61%	97
DASCX	Dean Small Cap Value Fund	Small Cap Value Equities	May 28, 1997	1.13%	19.67%	9.09%	1.67%	52
DAVPX	Davenport Core Fund	Large Cap Growth Equities	Jan 15, 1998	0.86%	4.19%	12.11%	5.18%	13
DBALX	Davenport Balanced Income Fund	Diversified Portfolio	Dec 30, 2015	0.93%	3.48%	5.89%	5.37%	31
DBCMX	DoubleLine Strategic Commodity Fund	Commodities	May 17, 2015	1.02%	18.01%	6.14%	2.57%	51
DBELX	DoubleLine Emerging Markets Local Currency Bond Fu...	Emerging Markets Bonds	Jun 27, 2019	0.90%	1.34%	—	4.97%	29
DBIRX	BNY Mellon Bond Market Index Fund	Intermediate Core Bond	Nov 30, 1993	0.15%	0.59%	1.25%	3.83%	22
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	Jan 27, 2012	2.43%	-1.51%	1.86%	9.19%	5
DBLDX	DoubleLine Long Duration Total Return Bond Fund	Government Bonds	Dec 14, 2014	0.50%	1.76%	-0.80%	5.31%	10
DBLEX	DoubleLine Emerging Markets Fixed Income Fund	Emerging Markets Bonds	Apr 5, 2010	0.90%	1.61%	3.81%	5.57%	90
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	Jun 1, 2010	0.47%	0.23%	1.99%	4.80%	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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