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
DDVIX	Delaware Value Fund	Large Cap Value Equities	Sep 14, 1998	0.68%	2.61%	8.19%	27.47%	35
DEBTX	Shelton Tactical Credit Fund	Nontraditional Bonds	Dec 11, 2013	1.97%	-0.62%	24.70%	5.75%	82
DEDIX	Delaware Emerging Markets Debt Corporate Fund	Emerging Markets Bonds	Sep 29, 2013	0.79%	-0.91%	4.90%	5.75%	86
DEEIX	Delaware Extended Duration Bond Fund	Long-Term Bond	Sep 14, 1998	0.57%	-1.11%	2.09%	4.74%	10
DEFFX	Delaware Tax-Free Minnesota Fund	Municipal Bonds	Feb 26, 1984	0.85%	-0.41%	1.94%	3.60%	17
DEGGX	Delaware Strategic Income Fund	Multisector Bonds	Aug 15, 1985	0.90%	-1.53%	3.63%	5.74%	81
DELIX	Delaware Tax-Free Pennsylvania Fund	Municipal Bonds	Mar 22, 1977	0.84%	0.09%	2.43%	3.98%	11
DEMAX	Nomura Emerging Markets Fund Class A	Emerging Markets Equities	Jun 10, 1996	1.42%	17.88%	14.55%	16.14%	97
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	Nov 13, 2018	0.66%	4.00%	—	4.79%	83
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	Jun 9, 1996	1.26%	17.96%	14.85%	16.08%	97
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	Mar 4, 1998	0.59%	1.96%	8.40%	3.75%	73
DEOPX	Davenport Equity Opportunities Fund	Mid Cap Blend Equities	Dec 31, 2010	0.88%	-3.05%	9.50%	3.11%	3
DESGX	DWS ESG Core Equity Fund	Large Cap Blend Equities	Jul 31, 2005	0.64%	-3.04%	11.80%	5.94%	63
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Diversified	Mar 26, 2018	0.46%	2.89%	—	2.56%	80
DEVDX	Driehaus Event Driven Fund	Event Driven	Aug 22, 2013	1.66%	-1.35%	6.56%	16.48%	62
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	Jun 24, 1987	1.11%	6.32%	9.11%	12.94%	43
DFAAX	DFA Global Core Plus Real Return Portfolio	Inflation-Protected Bonds	May 5, 2021	0.29%	0.25%	—	3.46%	24
DFABX	DFA Short-Term Selective State Municipal Bond Port...	Municipal Bonds	Apr 11, 2022	0.25%	0.68%	—	2.70%	99
DFAIX	DFA Short-Duration Real Return Portfolio	Short-Term Bond	Nov 5, 2013	0.22%	0.95%	3.21%	4.61%	99
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	Jul 17, 1991	0.18%	4.07%	9.76%	2.91%	86

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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