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
DBLGX	DoubleLine Global Bond Fund	Global Bonds	Dec 16, 2015	0.65%	-0.43%	-0.87%	3.35%	6
DBLIX	DoubleLine Income Fund	Multisector Bonds	Sep 2, 2019	0.65%	—	—	4.11%	—
DBLLX	DoubleLine Low Duration Emerging Markets Fixed Inc...	Emerging Markets Bonds	Apr 6, 2014	0.59%	1.21%	3.49%	5.08%	98
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	Sep 30, 2011	0.41%	1.27%	2.86%	4.54%	97
DBLTX	DoubleLine Total Return Bond Fund Class I	Total Bond Market	Apr 6, 2010	0.50%	0.47%	1.78%	4.86%	21
DBMYX	BNY Mellon Small/Mid Cap Growth Fund Class Y	Mid Cap Growth Equities	Jun 1, 2013	0.63%	12.10%	12.59%	45.66%	15
DBOCX	BNY Mellon Balanced Opportunity Fund Class C	Diversified Portfolio	Jan 30, 2004	1.90%	3.82%	7.82%	6.99%	34
DBPIX	DWS Short Duration Fund	Short-Term Bond	Dec 23, 1998	0.50%	0.81%	2.82%	4.36%	64
DBSCX	Doubleline Selective Credit Fund	Multisector Bonds	Aug 3, 2014	0.05%	2.13%	4.57%	6.54%	95
DCAIX	Dunham Long/Short Credit Fund	Nontraditional Bonds	Dec 9, 2004	1.98%	1.12%	3.70%	3.64%	95
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	Oct 31, 2017	0.26%	1.65%	—	3.23%	94
DCCGX	Dunham Corporate/Government Bond Fund	Intermediate Core-Plus Bond	Dec 10, 2004	2.00%	0.60%	1.03%	3.52%	22
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	Dec 29, 1998	0.81%	19.04%	11.23%	3.70%	56
DCDGX	Dunham Small Cap Growth Fund	Small Cap Growth Equities	Dec 10, 2004	2.83%	21.27%	13.61%	5.56%	54
DCEMX	Dunham Emerging Markets Stock Fund	Emerging Markets Diversified	Dec 9, 2004	2.03%	28.58%	8.17%	1.68%	73
DCFFX	Destinations Core Fixed Income Fund	Intermediate Core-Plus Bond	Mar 20, 2017	0.79%	0.99%	—	3.90%	25
DCHYX	Dunham High Yield Bond Fund	High Yield Bonds	Jul 1, 2005	1.92%	1.32%	4.58%	5.39%	67
DCIBX	DFA California Intermediate-Term Municipal Bond Po...	Municipal Bonds	Nov 28, 2011	0.20%	1.22%	1.31%	2.58%	81
DCINX	Dunham International Stock Fund	Foreign Large Cap Equities	Dec 10, 2004	2.92%	22.83%	13.01%	8.91%	87
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	Dec 10, 2004	2.10%	9.69%	9.87%	4.37%	73

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.

Loading charts...

Time Period