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
DGSCX	Virtus Global Small-Cap Fund	Global Equities	Dec 30, 1996	1.28%	3.05%	8.11%	4.47%	2
DGSFX	DFA Global Sustainability Fixed Income Portfolio	Global Bonds	Nov 5, 2018	0.26%	1.94%	—	3.51%	15
DGSIX	DFA Global Allocation 60/40 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	7.48%	8.98%	8.02%	78
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	4.09%	5.32%	5.71%	88
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	Dec 21, 2011	1.46%	22.29%	14.77%	29.48%	89
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	Short-Term Bond	Jul 5, 2016	0.83%	1.96%	—	5.62%	99
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	Short-Term Bond	Jul 5, 2016	0.53%	2.09%	—	5.89%	99
DHIAX	Diamond Hill International Fund	Foreign Large Cap Equities	Jun 28, 2019	1.13%	10.69%	—	4.08%	49
DHIVX	Centre Global Infrastructure Fund	Energy Equities	Jan 28, 2018	1.57%	11.41%	—	3.29%	57
DHLAX	Diamond Hill Large Cap Fund	Large Cap Value Equities	Jun 29, 2001	0.96%	0.87%	11.34%	6.00%	6
DHLRX	Diamond Hill Large Cap Fund Class I	Large Cap Value Equities	Jan 31, 2005	0.67%	0.97%	10.64%	6.28%	6
DHMAX	Diamond Hill Small-Mid Cap Fund	Mid Cap Value Equities	Dec 30, 2005	1.21%	4.89%	7.92%	5.85%	17
DHMBX	BNY Mellon High Yield Municipal Bond Fund	High Yield Muni	Sep 29, 2005	0.69%	3.61%	2.31%	3.98%	78
DHPAX	Diamond Hill Mid Cap Fund	Mid Cap Value Equities	Dec 31, 2013	1.07%	3.50%	8.63%	17.46%	18
DHRAX	Diamond Hill Core Bond Fund	Intermediate Core Bond	Jul 5, 2016	0.76%	1.04%	—	4.40%	26
DHSCX	Diamond Hill Small Cap Fund	Small Cap Value Equities	Dec 29, 2000	1.26%	26.50%	11.35%	4.59%	81
DHSIX	Diamond Hill Small Cap Fund Class I	Small Cap Value Equities	Dec 29, 2000	0.97%	26.68%	11.67%	4.53%	82
DHTAX	Diamond Hill All Cap Select Fund	Mid Cap Value Equities	Dec 30, 2005	1.16%	2.73%	13.86%	7.98%	20
DIAMX	Diamond Hill Long-Short Fund	Long-Short	Jun 29, 2000	1.36%	-8.44%	7.30%	1.52%	5
DIBRX	BNY Mellon International Bond Fund	Global Bonds	Dec 29, 2005	0.73%	-1.72%	-0.31%	3.15%	2

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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