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
DFLYX	BNY Mellon Floating Rate Income Fund	Bank Loan	Sep 26, 2013	0.73%	1.81%	4.99%	7.82%	84
DFMAX	Davidson Multi-Cap Equity Fund	Large Cap Blend Equities	Aug 11, 2008	1.15%	3.73%	13.66%	7.24%	24
DFMPX	DFA Municipal Bond Portfolio	Municipal Bonds	Mar 9, 2015	0.21%	0.90%	1.18%	2.23%	76
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	—	0.19%	10.64%	14.33%	0.97%	72
DFREX	DFA Real Estate Securities Portfolio Class I	REIT	Jan 5, 1993	0.18%	15.47%	5.95%	2.50%	20
DFRPX	DWS Floating Rate Fund Class S	Bank Loan	Jun 28, 2007	0.87%	—	—	4.52%	—
DFRSX	DFA Asia Pacific Small Company	Asia Pacific Equities	Jan 4, 1993	0.42%	0.33%	6.57%	4.90%	31
DFRTX	DWS Floating Rate Fund	Bank Loan	Jun 28, 2007	0.78%	—	—	4.24%	—
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	Dec 23, 1981	0.41%	21.91%	11.98%	0.79%	81
DFSHX	DFA Selectively Hedged Global Fixed Income Portfol...	Global Bonds	Jan 8, 2008	0.16%	1.41%	2.02%	4.20%	84
DFSIX	DFA U.S. Sustainability Core 1 Portfolio	Large Cap Blend Equities	Mar 12, 2008	0.18%	5.89%	15.12%	0.84%	39
DFSMX	DFA Short Term Municipal Bond Portfolio	Municipal Bonds	Aug 19, 2002	0.20%	1.15%	1.24%	2.35%	99
DFSPX	DFA International Sustainability Core 1 Portfolio	Foreign Large Cap Equities	Mar 12, 2008	0.24%	5.17%	10.02%	2.89%	24
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	Mar 19, 1992	0.27%	17.37%	11.55%	0.93%	60
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	Mar 2, 1993	0.30%	17.60%	11.99%	1.48%	66
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	Jul 20, 2010	0.20%	1.49%	2.37%	4.90%	32
DFTIX	DFA Intermediate-Term Municipal Bond Portfolio	Municipal Bonds	Feb 29, 2012	0.20%	1.48%	1.51%	2.77%	83
DFUEX	DFA U.S. Social Core Equity 2 Portfolio	Large Cap Blend Equities	Oct 1, 2007	0.21%	11.11%	14.77%	0.76%	59
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	Sep 23, 1999	0.08%	8.12%	15.48%	0.98%	58
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	Feb 2, 1995	0.14%	15.80%	11.64%	1.51%	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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