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
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	Oct 31, 2017	0.26%	0.99%	—	3.41%	91
DCCGX	Dunham Corporate/Government Bond Fund	Intermediate Core-Plus Bond	Dec 10, 2004	2.00%	-0.68%	1.12%	3.29%	21
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	Dec 29, 1998	0.81%	0.16%	9.32%	4.40%	21
DCDGX	Dunham Small Cap Growth Fund	Small Cap Growth Equities	Dec 10, 2004	2.83%	1.45%	11.59%	6.65%	57
DCEMX	Dunham Emerging Markets Stock Fund	Emerging Markets Diversified	Dec 9, 2004	2.03%	6.68%	5.95%	2.03%	82
DCFFX	Destinations Core Fixed Income Fund	Intermediate Core-Plus Bond	Mar 20, 2017	0.79%	-0.01%	—	3.96%	30
DCHYX	Dunham High Yield Bond Fund	High Yield Bonds	Jul 1, 2005	1.92%	-0.96%	4.56%	5.07%	70
DCIBX	DFA California Intermediate-Term Municipal Bond Po...	Municipal Bonds	Nov 28, 2011	0.20%	0.30%	1.34%	2.75%	64
DCINX	Dunham International Stock Fund	Foreign Large Cap Equities	Dec 10, 2004	2.92%	7.71%	11.31%	10.16%	95
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	Dec 10, 2004	2.10%	1.36%	8.87%	4.73%	53
DCMSX	DFA Commodity Strategy Portfolio	Commodities	Nov 8, 2010	0.31%	24.46%	8.32%	8.47%	88
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	Dec 2, 2010	0.40%	-0.45%	1.87%	4.21%	27
DCREX	Dunham Real Estate Stock Fund	REIT	Dec 10, 2004	2.37%	4.22%	0.91%	0.54%	6
DCSVX	Dunham Small Cap Value Fund	Small Cap Value Equities	Dec 10, 2004	2.05%	5.36%	6.42%	7.09%	57
DCUIX	DWS CROCI U.S. Fund	Large Cap Value Equities	Apr 10, 2015	0.67%	-0.82%	9.33%	11.24%	54
DDDIX	13D Activist Fund	Mid Cap Blend Equities	Dec 28, 2011	1.51%	1.73%	8.70%	4.54%	25
DDFLX	Delaware Floating Rate Fund	Bank Loan	Feb 25, 2010	0.67%	-0.73%	5.26%	6.50%	92
DDIIX	Delaware Wealth Builder Fund	Diversified Portfolio	Dec 1, 1996	0.84%	0.07%	7.44%	7.35%	64
DDJIX	Polen DDJ Opportunistic High Yield Fund	High Yield Bonds	Jul 16, 2015	0.79%	-0.84%	3.16%	6.23%	14
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	Apr 30, 2002	1.72%	2.39%	7.09%	25.82%	29

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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