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
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	Apr 24, 1994	0.36%	25.36%	11.14%	2.03%	82
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	Sep 15, 2005	0.14%	10.36%	14.71%	0.97%	72
DFEQX	DFA Short-Term Extended Quality Portfolio	Short-Term Bond	Mar 4, 2009	0.19%	1.70%	1.93%	4.12%	97
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Diversified	Aug 30, 2006	0.45%	24.22%	10.86%	2.21%	79
DFETX	DFA Emerging Markets II Portfolio	Emerging Markets Diversified	Aug 13, 1997	0.37%	25.34%	11.24%	6.57%	83
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	Mar 31, 1998	0.45%	19.58%	11.23%	3.14%	77
DFFGX	DFA Short-Term Government Portfolio	Government Bonds	May 31, 1987	0.18%	1.48%	1.19%	2.84%	68
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	Feb 23, 2000	0.29%	16.87%	11.67%	1.47%	64
DFGBX	DFA Five Year Global Fixed Income Portfolio	Global Bonds	Nov 5, 1990	0.23%	1.75%	1.28%	3.41%	42
DFGEX	DFA Global Real Estate Securities Portfolio	REIT	Jun 3, 2008	0.14%	10.89%	4.18%	3.67%	18
DFGFX	DFA Two Year Global Fixed Income Portfolio	Global Bonds	Feb 8, 1996	0.16%	1.91%	1.82%	3.09%	47
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	Sep 15, 2005	0.24%	8.28%	10.46%	2.98%	44
DFIGX	DFA Intermediate Government Fixed Income Portfolio	Government Bonds	Oct 18, 1990	0.11%	0.70%	0.80%	2.28%	12
DFIHX	DFA One Year Fixed Income Portfolio	Ultrashort Bond	Jul 25, 1983	0.13%	1.62%	1.97%	3.58%	99
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	Sep 30, 1996	0.39%	5.58%	8.70%	2.98%	32
DFITX	DFA International Real Estate Securities	REIT	Feb 28, 2007	0.27%	-1.06%	2.22%	6.74%	6
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	Feb 14, 1994	0.28%	9.61%	12.17%	3.84%	77
DFJSX	DFA Japanese Small Company Portfolio	Japan Equities	Jan 30, 1986	0.42%	12.68%	9.16%	3.10%	53
DFLEX	DoubleLine Flexible Income Fund	Nontraditional Bonds	Apr 6, 2014	0.74%	1.72%	3.73%	5.53%	98
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	Feb 19, 1993	0.22%	15.76%	12.28%	1.46%	91

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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