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
DFVEX	DFA U.S. Vector Equity Fund	Mid Cap Value Equities	Dec 30, 2005	0.28%	11.61%	12.93%	1.08%	77
DFVIX	DFA International Value III Portfolio	Foreign Large Cap Equities	Feb 1, 1995	0.24%	10.25%	13.14%	3.98%	83
DFVQX	DFA International Vector Equity Portfolio	Foreign Small & Mid Cap Equities	Aug 13, 2008	0.36%	9.24%	10.84%	2.98%	59
DFWIX	DFA World ex U.S. Core Equity Portfolio	Foreign Large Cap Equities	Apr 9, 2013	0.31%	12.45%	11.85%	2.86%	68
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	Aug 22, 2010	0.40%	13.24%	30.10%	3.49%	85
DFXIX	DFA Diversified Fixed Income Portfolio	Intermediate Core Bond	Aug 10, 2016	0.15%	1.16%	—	3.69%	41
DFYGX	DFA Two-Year Government Portfolio	Ultrashort Bond	Jun 6, 1996	0.17%	1.52%	1.41%	2.80%	64
DGAGX	BNY Mellon Appreciation Fund, Inc.	Large Cap Growth Equities	Jan 18, 1984	0.88%	-1.48%	12.74%	20.45%	7
DGBEX	DFA Global Social Core Equity Portfolio	Global Equities	Nov 18, 2019	0.34%	12.35%	—	1.48%	68
DGCFX	DFA Global Core Plus Fixed Income Portfolio	Global Bonds	Jan 10, 2018	0.25%	2.10%	—	4.72%	32
DGCIX	Delaware Corporate Bond Fund	Corporate Bonds	Sep 15, 1998	0.57%	0.96%	2.94%	5.09%	24
DGEFX	Destinations Equity Income Fund	Large Cap Value Equities	Mar 20, 2017	0.92%	8.94%	—	8.25%	78
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	Dec 24, 2003	0.25%	11.36%	13.05%	2.73%	76
DGFAX	Davis Global Fund	Global Equities	Dec 21, 2004	0.96%	-2.56%	11.11%	8.04%	17
DGFFX	Destinations Global Fixed Income Opportunities Fun...	Global Bonds	Mar 19, 2017	0.99%	2.77%	—	6.23%	98
DGIEX	BNY Mellon Global Emerging Markets Fund	Emerging Markets Diversified	Feb 2, 2014	1.00%	19.01%	10.58%	0.32%	70
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	Aug 11, 2011	0.78%	13.35%	12.62%	7.29%	26
DGITX	DGI Balanced Fund	Diversified Portfolio	May 23, 2021	1.40%	5.98%	—	1.10%	56
DGLIX	DFA Global Small Company Portfolio	Global Equities	Jan 17, 2017	0.44%	13.90%	—	1.45%	63
DGLRX	BNY Mellon Global Stock Fund	Global Equities	Dec 28, 2006	0.89%	1.11%	11.47%	30.67%	7

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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