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
DCMSX	DFA Commodity Strategy Portfolio	Commodities	Nov 8, 2010	0.31%	17.12%	6.47%	9.00%	44
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	Dec 2, 2010	0.40%	1.00%	1.84%	4.42%	25
DCREX	Dunham Real Estate Stock Fund	REIT	Dec 10, 2004	2.37%	12.83%	1.49%	0.50%	8
DCSVX	Dunham Small Cap Value Fund	Small Cap Value Equities	Dec 10, 2004	2.05%	21.54%	8.02%	6.15%	82
DCUIX	DWS CROCI U.S. Fund	Large Cap Value Equities	Apr 10, 2015	0.67%	8.21%	10.55%	10.31%	84
DDDIX	13D Activist Fund	Mid Cap Blend Equities	Dec 28, 2011	1.51%	25.92%	10.88%	3.67%	69
DDFLX	Delaware Floating Rate Fund	Bank Loan	Feb 25, 2010	0.67%	1.50%	5.36%	6.81%	95
DDIIX	Delaware Wealth Builder Fund	Diversified Portfolio	Dec 1, 1996	0.84%	8.72%	8.00%	6.58%	82
DDJIX	Polen DDJ Opportunistic High Yield Fund	High Yield Bonds	Jul 16, 2015	0.79%	0.58%	3.18%	7.64%	10
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	Apr 30, 2002	1.72%	5.59%	6.89%	24.95%	30
DDVIX	Delaware Value Fund	Large Cap Value Equities	Sep 14, 1998	0.68%	6.09%	8.01%	26.30%	34
DEBTX	Shelton Tactical Credit Fund	Nontraditional Bonds	Dec 11, 2013	1.97%	2.14%	24.84%	5.59%	73
DEDIX	Delaware Emerging Markets Debt Corporate Fund	Emerging Markets Bonds	Sep 29, 2013	0.79%	1.13%	4.76%	5.77%	88
DEEIX	Delaware Extended Duration Bond Fund	Long-Term Bond	Sep 14, 1998	0.57%	1.88%	2.05%	5.14%	15
DEFFX	Delaware Tax-Free Minnesota Fund	Municipal Bonds	Feb 26, 1984	0.85%	2.27%	1.98%	3.60%	75
DEGGX	Delaware Strategic Income Fund	Multisector Bonds	Aug 15, 1985	0.90%	0.79%	3.71%	6.12%	77
DELIX	Delaware Tax-Free Pennsylvania Fund	Municipal Bonds	Mar 22, 1977	0.84%	2.95%	2.45%	3.94%	77
DEMAX	Nomura Emerging Markets Fund Class A	Emerging Markets Equities	Jun 10, 1996	1.42%	128.00%	22.51%	8.34%	97
DEMCX	Nomura Emerging Markets Fund Class C	Emerging Markets Equities	Jun 10, 1996	2.17%	127.20%	21.60%	9.01%	97
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	Nov 13, 2018	0.66%	12.09%	—	4.44%	44

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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