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
DFAPX	DFA Investment Grade Portfolio	Intermediate Core Bond	Mar 7, 2011	0.20%	-0.05%	2.07%	3.77%	41
DFCEX	DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	Apr 4, 2005	0.40%	4.90%	9.05%	2.80%	89
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	Jun 6, 1996	0.21%	0.89%	2.44%	2.94%	81
DFCMX	DFA California Short Term Municipal Bond Portfolio	Municipal Bonds	Apr 1, 2007	0.19%	0.54%	1.18%	2.57%	99
DFCSX	DFA Continental Small Company Portfolio	Europe Equities	Apr 14, 1988	0.42%	-0.31%	9.24%	3.03%	69
DFDMX	DF Dent Midcap Growth Fund	Mid Cap Growth Equities	Jul 1, 2011	0.85%	-13.04%	8.73%	0.00%	1
DFDPX	DF Dent Premier Growth Fund	Large Cap Growth Equities	Jul 16, 2001	0.99%	-11.42%	11.31%	8.31%	3
DFDSX	DF Dent Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2013	1.05%	-7.61%	8.97%	0.00%	3
DFELX	DFA Enhanced U.S. Large Company Portfolio	Large Cap Blend Equities	Jul 2, 1996	0.15%	-3.91%	9.07%	18.15%	33
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	Apr 24, 1994	0.36%	5.57%	9.00%	2.41%	91
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	Sep 15, 2005	0.14%	-1.09%	13.32%	1.08%	52
DFEQX	DFA Short-Term Extended Quality Portfolio	Short-Term Bond	Mar 4, 2009	0.19%	0.47%	1.92%	3.93%	99
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Diversified	Aug 30, 2006	0.45%	4.40%	8.72%	2.63%	87
DFETX	DFA Emerging Markets II Portfolio	Emerging Markets Diversified	Aug 13, 1997	0.37%	5.59%	9.11%	7.80%	90
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	Mar 31, 1998	0.45%	5.27%	9.51%	3.56%	90
DFFGX	DFA Short-Term Government Portfolio	Government Bonds	May 31, 1987	0.18%	0.87%	1.18%	2.86%	92
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	Feb 23, 2000	0.29%	5.82%	10.50%	1.62%	51
DFGBX	DFA Five Year Global Fixed Income Portfolio	Global Bonds	Nov 5, 1990	0.23%	0.35%	1.24%	3.46%	65
DFGEX	DFA Global Real Estate Securities Portfolio	REIT	Jun 3, 2008	0.14%	1.53%	3.36%	4.01%	12
DFGFX	DFA Two Year Global Fixed Income Portfolio	Global Bonds	Feb 8, 1996	0.16%	0.88%	1.76%	3.12%	73

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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