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
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	Jun 9, 1996	1.26%	128.27%	22.83%	8.31%	97
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	Mar 4, 1998	0.59%	8.24%	9.21%	3.53%	26
DEOPX	Davenport Equity Opportunities Fund	Mid Cap Blend Equities	Dec 31, 2010	0.88%	3.42%	10.61%	3.40%	3
DESGX	DWS ESG Core Equity Fund	Large Cap Blend Equities	Jul 31, 2005	0.64%	10.71%	13.59%	5.20%	80
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Diversified	Mar 26, 2018	0.46%	16.22%	—	2.27%	49
DEVDX	Driehaus Event Driven Fund	Event Driven	Aug 22, 2013	1.66%	—	—	16.48%	—
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	Jun 24, 1987	1.11%	20.80%	10.35%	11.39%	67
DFAAX	DFA Global Core Plus Real Return Portfolio	Inflation-Protected Bonds	May 5, 2021	0.29%	2.54%	—	3.38%	28
DFABX	DFA Short-Term Selective State Municipal Bond Port...	Municipal Bonds	Apr 11, 2022	0.25%	1.18%	—	2.62%	100
DFAIX	DFA Short-Duration Real Return Portfolio	Short-Term Bond	Nov 5, 2013	0.22%	2.10%	3.25%	4.56%	98
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	Jul 17, 1991	0.18%	8.66%	10.49%	2.78%	43
DFAPX	DFA Investment Grade Portfolio	Intermediate Core Bond	Mar 7, 2011	0.20%	1.14%	2.01%	3.72%	26
DFCEX	DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	Apr 4, 2005	0.40%	19.88%	10.74%	2.45%	74
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	Jun 6, 1996	0.21%	1.72%	2.49%	2.92%	76
DFCMX	DFA California Short Term Municipal Bond Portfolio	Municipal Bonds	Apr 1, 2007	0.19%	1.03%	1.17%	2.47%	99
DFCSX	DFA Continental Small Company Portfolio	Europe Equities	Apr 14, 1988	0.42%	3.22%	10.17%	2.92%	14
DFDMX	DF Dent Midcap Growth Fund	Mid Cap Growth Equities	Jul 1, 2011	0.85%	-9.79%	9.14%	0.00%	1
DFDPX	DF Dent Premier Growth Fund	Large Cap Growth Equities	Jul 16, 2001	0.99%	-4.57%	12.28%	7.71%	3
DFDSX	DF Dent Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2013	1.05%	0.29%	9.31%	0.00%	4
DFELX	DFA Enhanced U.S. Large Company Portfolio	Large Cap Blend Equities	Jul 2, 1996	0.15%	8.06%	10.53%	16.14%	58

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