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
DAVPX	Davenport Core Fund	Large Cap Growth Equities	Jan 15, 1998	0.86%	-5.58%	10.78%	4.67%	14
DBALX	Davenport Balanced Income Fund	Diversified Portfolio	Dec 30, 2015	0.93%	1.40%	5.72%	5.20%	38
DBCMX	DoubleLine Strategic Commodity Fund	Commodities	May 17, 2015	1.02%	21.05%	7.14%	2.51%	90
DBELX	DoubleLine Emerging Markets Local Currency Bond Fu...	Emerging Markets Bonds	Jun 27, 2019	0.90%	-2.19%	—	3.99%	81
DBFRX	DoubleLine Floating Rate Fund	Bank Loan	Jan 31, 2013	0.68%	—	—	5.78%	—
DBIRX	BNY Mellon Bond Market Index Fund	Intermediate Core Bond	Nov 30, 1993	0.15%	-0.37%	1.29%	3.52%	28
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	Jan 27, 2012	2.43%	-2.43%	2.46%	9.07%	6
DBLDX	DoubleLine Long Duration Total Return Bond Fund	Government Bonds	Dec 14, 2014	0.50%	-0.29%	-0.61%	4.80%	5
DBLEX	DoubleLine Emerging Markets Fixed Income Fund	Emerging Markets Bonds	Apr 5, 2010	0.90%	-0.99%	4.02%	5.12%	71
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	Jun 1, 2010	0.47%	-0.95%	2.09%	4.40%	31
DBLGX	DoubleLine Global Bond Fund	Global Bonds	Dec 16, 2015	0.65%	-2.04%	-0.94%	2.56%	27
DBLIX	DoubleLine Income Fund	Multisector Bonds	Sep 2, 2019	0.65%	—	—	5.20%	—
DBLLX	DoubleLine Low Duration Emerging Markets Fixed Inc...	Emerging Markets Bonds	Apr 6, 2014	0.59%	-0.19%	3.60%	5.02%	98
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	Sep 30, 2011	0.41%	0.44%	2.89%	4.60%	99
DBLTX	DoubleLine Total Return Bond Fund Class I	Total Bond Market	Apr 6, 2010	0.50%	0.00%	1.85%	4.87%	43
DBMYX	BNY Mellon Small/Mid Cap Growth Fund Class Y	Mid Cap Growth Equities	Jun 1, 2013	0.63%	-3.58%	11.05%	53.08%	24
DBOCX	BNY Mellon Balanced Opportunity Fund Class C	Diversified Portfolio	Jan 30, 2004	1.90%	-3.20%	7.06%	7.50%	39
DBPIX	DWS Short Duration Fund	Short-Term Bond	Dec 23, 1998	0.50%	-0.01%	2.85%	5.56%	96
DBSCX	Doubleline Selective Credit Fund	Multisector Bonds	Aug 3, 2014	0.05%	0.30%	4.58%	5.92%	96
DCAIX	Dunham Long/Short Credit Fund	Nontraditional Bonds	Dec 9, 2004	1.98%	-0.12%	3.58%	3.45%	65

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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