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
DHLAX	Diamond Hill Large Cap Fund	Large Cap Value Equities	Jun 29, 2001	0.96%	-1.97%	10.48%	6.17%	5
DHLRX	Diamond Hill Large Cap Fund Class I	Large Cap Value Equities	Jan 31, 2005	0.67%	-1.93%	9.79%	6.47%	5
DHMAX	Diamond Hill Small-Mid Cap Fund	Mid Cap Value Equities	Dec 30, 2005	1.21%	-1.81%	7.64%	12.51%	31
DHMBX	BNY Mellon High Yield Municipal Bond Fund	High Yield Muni	Sep 29, 2005	0.69%	0.57%	2.46%	4.04%	9
DHPAX	Diamond Hill Mid Cap Fund	Mid Cap Value Equities	Dec 31, 2013	1.07%	-1.31%	7.82%	18.32%	21
DHRAX	Diamond Hill Core Bond Fund	Intermediate Core Bond	Jul 5, 2016	0.76%	0.38%	—	4.37%	41
DHSCX	Diamond Hill Small Cap Fund	Small Cap Value Equities	Dec 29, 2000	1.26%	4.78%	9.12%	5.54%	66
DHSIX	Diamond Hill Small Cap Fund Class I	Small Cap Value Equities	Dec 29, 2000	0.97%	4.87%	9.43%	5.47%	68
DHTAX	Diamond Hill All Cap Select Fund	Mid Cap Value Equities	Dec 30, 2005	1.16%	-0.57%	12.58%	8.25%	26
DHY	Dimensional High Yield Equity Fund	Dividend	Jan 1, 2013	0.04%	-3.73%	7.90%	9.89%	2
DIAMX	Diamond Hill Long-Short Fund	Long-Short	Jun 29, 2000	1.36%	-4.81%	7.14%	1.46%	39
DIAX	Dimensional International Core Equity Fund	International Equity	Jan 1, 2013	0.01%	-5.70%	7.67%	8.54%	10
DIBRX	BNY Mellon International Bond Fund	Global Bonds	Dec 29, 2005	0.73%	-2.31%	-0.27%	2.54%	10
DIEFX	Destinations International Equity Fund	Foreign Large Cap Equities	Mar 19, 2017	1.16%	2.62%	—	9.87%	70
DIERX	BNY Mellon International Core Equity Fund	Foreign Large Cap Equities	Dec 8, 1988	0.85%	—	—	9.61%	—
DIFIX	MFS Diversified Income Fund	Diversified Portfolio	May 25, 2006	0.73%	1.35%	4.77%	5.33%	64
DIHRX	DFA International High Relative Profitability Port...	Foreign Large Cap Equities	May 16, 2017	0.30%	2.04%	—	2.55%	61
DIISX	BNY Mellon International Stock Index Fund	Foreign Large Cap Equities	Jun 30, 1997	0.60%	1.38%	7.73%	4.52%	64
DILAX	Davis International Fund	Foreign Large Cap Equities	Dec 29, 2006	1.00%	-6.98%	6.63%	0.88%	23
DILRX	DFA International Large Cap Growth Portfolio	Foreign Large Cap Equities	Dec 19, 2012	0.29%	0.32%	8.49%	1.94%	45

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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