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
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	Sep 15, 2005	0.24%	3.64%	9.77%	3.12%	88
DFIGX	DFA Intermediate Government Fixed Income Portfolio	Government Bonds	Oct 18, 1990	0.11%	0.07%	0.91%	2.30%	25
DFIHX	DFA One Year Fixed Income Portfolio	Ultrashort Bond	Jul 25, 1983	0.13%	0.91%	1.93%	3.72%	100
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	Sep 30, 1996	0.39%	1.90%	8.10%	3.09%	88
DFITX	DFA International Real Estate Securities	REIT	Feb 28, 2007	0.27%	-5.28%	1.63%	7.04%	31
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	Feb 14, 1994	0.30%	6.67%	11.74%	3.95%	93
DFJSX	DFA Japanese Small Company Portfolio	Japan Equities	Jan 30, 1986	0.42%	8.94%	9.03%	3.20%	88
DFLEX	DoubleLine Flexible Income Fund	Nontraditional Bonds	Apr 6, 2014	0.74%	0.50%	3.81%	5.66%	98
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	Feb 19, 1993	0.22%	4.51%	11.25%	1.61%	52
DFLYX	BNY Mellon Floating Rate Income Fund	Bank Loan	Sep 26, 2013	0.73%	-0.35%	4.96%	8.11%	90
DFMAX	Davidson Multi-Cap Equity Fund	Large Cap Blend Equities	Aug 11, 2008	1.15%	-2.43%	12.91%	7.70%	29
DFMPX	DFA Municipal Bond Portfolio	Municipal Bonds	Mar 9, 2015	0.21%	-0.08%	1.19%	2.19%	61
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	May 23, 2013	0.01%	-0.97%	6.08%	7.37%	17
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	—	0.19%	-0.64%	13.07%	1.08%	52
DFREX	DFA Real Estate Securities Portfolio Class I	REIT	Jan 5, 1993	0.18%	5.33%	5.21%	2.75%	8
DFRPX	DWS Floating Rate Fund Class S	Bank Loan	Jun 28, 2007	0.87%	0.38%	4.07%	6.29%	81
DFRSX	DFA Asia Pacific Small Company	Asia Pacific Equities	Jan 4, 1993	0.42%	-0.51%	6.47%	4.94%	79
DFRTX	DWS Floating Rate Fund	Bank Loan	Jun 28, 2007	0.78%	0.51%	4.18%	6.03%	84
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	Dec 23, 1981	0.41%	5.44%	10.46%	0.91%	58
DFSHX	DFA Selectively Hedged Global Fixed Income Portfol...	Global Bonds	Jan 8, 2008	0.16%	0.32%	2.04%	4.24%	97

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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