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
DGCIX	Delaware Corporate Bond Fund	Corporate Bonds	Sep 15, 1998	0.57%	-0.72%	3.05%	4.64%	27
DGEFX	Destinations Equity Income Fund	Large Cap Value Equities	Mar 20, 2017	0.92%	5.50%	—	8.52%	70
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	Dec 24, 2003	0.25%	0.54%	11.54%	3.02%	65
DGFAX	Davis Global Fund	Global Equities	Dec 21, 2004	0.96%	-7.62%	10.16%	8.48%	31
DGFFX	Destinations Global Fixed Income Opportunities Fun...	Global Bonds	Mar 19, 2017	0.99%	1.00%	—	6.18%	83
DGIEX	BNY Mellon Global Emerging Markets Fund	Emerging Markets Diversified	Feb 2, 2014	1.00%	0.63%	8.48%	0.38%	79
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	Aug 11, 2011	0.78%	2.64%	11.17%	8.03%	25
DGITX	DGI Balanced Fund	Diversified Portfolio	May 23, 2021	1.40%	-0.47%	—	1.17%	59
DGLIX	DFA Global Small Company Portfolio	Global Equities	Jan 17, 2017	0.44%	2.85%	—	1.61%	62
DGLRX	BNY Mellon Global Stock Fund	Global Equities	Dec 28, 2006	0.89%	-5.10%	10.55%	32.68%	10
DGSCX	Virtus Global Small-Cap Fund	Global Equities	Dec 30, 1996	1.28%	-4.51%	6.82%	4.82%	1
DGSFX	DFA Global Sustainability Fixed Income Portfolio	Global Bonds	Nov 5, 2018	0.26%	-0.09%	—	3.58%	17
DGSIX	DFA Global Allocation 60/40 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.50%	8.11%	8.58%	74
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.59%	4.95%	5.91%	90
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	Dec 21, 2011	1.46%	8.60%	13.18%	33.20%	88
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	Short-Term Bond	Jul 5, 2016	0.83%	0.96%	—	5.70%	99
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	Short-Term Bond	Jul 5, 2016	0.53%	1.03%	—	5.97%	99
DHF	Dimensional High Yield Fund	High Yield Bonds	Jan 1, 2013	0.04%	-2.65%	6.24%	8.82%	6
DHIAX	Diamond Hill International Fund	Foreign Large Cap Equities	Jun 28, 2019	1.13%	3.98%	—	4.34%	86
DHIVX	Centre Global Infrastructure Fund	Energy Equities	Jan 28, 2018	1.57%	11.38%	—	3.21%	77

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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