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
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	6.66%	7.42%	20.93%	25
CWVGX	Calvert International Equity Fund	Foreign Large Cap Equities	Jul 1, 1992	1.14%	-4.24%	7.28%	6.01%	16
CXGCX	Calamos Global Convertible Fund	Convertible Bonds	Dec 30, 2014	1.03%	1.45%	8.10%	5.14%	83
CXHYX	Delaware National High-Yield Municipal Bond Fund	High Yield Muni	Sep 21, 1986	0.85%	-0.04%	3.43%	4.94%	5
CYBIX	Calvert High Yield Bond Fund	High Yield Bonds	Jul 9, 2001	0.76%	-1.15%	4.40%	5.08%	82
CYPIX	ProFunds Consumer Services Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.54%	-12.78%	12.19%	0.00%	10
CZAMX	Multi-Manager Alternative Strategies Fund	Multistrategy	Jan 2, 2017	1.27%	2.07%	—	3.14%	77
CZMGX	Multi-Manager Growth Strategies Fund	Large Cap Growth Equities	Jan 3, 2017	0.74%	-8.71%	—	12.07%	22
CZMSX	Multi-Manager Small Cap Equity Strategies Fund	Small Cap Blend Equities	Jan 3, 2017	0.99%	1.04%	—	8.75%	21
CZMVX	Multi-Manager Value Strategies Fund	Large Cap Value Equities	Jan 3, 2017	0.69%	3.03%	—	14.98%	37
CZOVX	Zacks All-Cap Core Fund	Large Cap Blend Equities	Dec 5, 2005	1.00%	-2.11%	12.92%	2.36%	49
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	2.20%	—	1.40%	38
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Diversified	Nov 14, 2021	0.43%	8.06%	—	2.32%	93
DAFGX	Dunham Focused Large Cap Growth Fund	Large Cap Growth Equities	Dec 8, 2011	1.37%	-15.36%	11.00%	19.51%	3
DAFRX	Dunham Floating Rate Bond Fund	Bank Loan	Oct 31, 2013	1.29%	-1.11%	3.82%	6.93%	66
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	Sep 29, 1995	0.93%	2.60%	12.76%	6.52%	50
DAIOX	Dunham International Opportunity Bond Fund	Global Bonds	Oct 31, 2013	1.58%	-0.08%	0.97%	3.88%	80
DALCX	Dean Mid Cap Value Fund	Mid Cap Value Equities	May 28, 1997	0.85%	5.78%	10.35%	5.83%	32
DAMDX	Dunham Monthly Distribution Fund	Event Driven	Jul 31, 2008	2.38%	1.34%	3.11%	7.68%	98
DASCX	Dean Small Cap Value Fund	Small Cap Value Equities	May 28, 1997	1.13%	4.58%	7.55%	1.91%	30

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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