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
DFSIX	DFA U.S. Sustainability Core 1 Portfolio	Large Cap Blend Equities	Mar 12, 2008	0.18%	-4.57%	13.74%	0.93%	36
DFSMX	DFA Short Term Municipal Bond Portfolio	Municipal Bonds	Aug 19, 2002	0.20%	0.65%	1.24%	2.43%	99
DFSPX	DFA International Sustainability Core 1 Portfolio	Foreign Large Cap Equities	Mar 12, 2008	0.24%	-0.19%	9.10%	3.04%	71
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	Mar 19, 1992	0.27%	3.53%	10.20%	1.05%	39
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	Mar 2, 1993	0.30%	7.40%	11.05%	1.62%	50
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	Jul 20, 2010	0.20%	-0.06%	2.47%	4.73%	50
DFTIX	DFA Intermediate-Term Municipal Bond Portfolio	Municipal Bonds	Feb 29, 2012	0.20%	0.42%	1.53%	2.76%	66
DFUEX	DFA U.S. Social Core Equity 2 Portfolio	Large Cap Blend Equities	Oct 1, 2007	0.21%	-2.33%	13.23%	0.86%	43
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	Sep 23, 1999	0.08%	-3.52%	14.06%	1.10%	49
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	Feb 2, 1995	0.14%	4.53%	10.63%	1.67%	52
DFVEX	DFA U.S. Vector Equity Fund	Mid Cap Value Equities	Dec 30, 2005	0.28%	0.37%	11.40%	1.20%	47
DFVIX	DFA International Value III Portfolio	Foreign Large Cap Equities	Feb 1, 1995	0.24%	6.69%	12.28%	4.11%	94
DFVQX	DFA International Vector Equity Portfolio	Foreign Small & Mid Cap Equities	Aug 13, 2008	0.36%	4.68%	9.82%	3.11%	91
DFWIX	DFA World ex U.S. Core Equity Portfolio	Foreign Large Cap Equities	Apr 9, 2013	0.31%	3.77%	10.45%	3.10%	90
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	Aug 22, 2010	0.40%	5.80%	28.65%	3.74%	94
DFXIX	DFA Diversified Fixed Income Portfolio	Intermediate Core Bond	Aug 10, 2016	0.15%	0.62%	—	3.71%	77
DFYGX	DFA Two-Year Government Portfolio	Ultrashort Bond	Jun 6, 1996	0.17%	0.99%	1.39%	2.81%	83
DGAGX	BNY Mellon Appreciation Fund, Inc.	Large Cap Growth Equities	Jan 18, 1984	0.88%	-7.59%	11.62%	19.93%	8
DGBEX	DFA Global Social Core Equity Portfolio	Global Equities	Nov 18, 2019	0.34%	-0.47%	—	1.67%	71
DGCFX	DFA Global Core Plus Fixed Income Portfolio	Global Bonds	Jan 10, 2018	0.25%	-0.08%	—	4.82%	46

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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