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
DINDX	Morgan Stanley Global Fixed Income Opportunities F...	Multisector Bonds	Jul 27, 1997	0.56%	—	—	—	—
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	Sep 17, 2006	0.11%	0.72%	2.55%	2.04%	14
DISMX	DFA International Small Cap Growth Portfolio	Foreign Small & Mid Cap Equities	Dec 19, 2012	0.53%	-0.13%	6.76%	1.97%	68
DISRX	BNY Mellon International Stock Fund	Foreign Large Cap Equities	Dec 28, 2006	0.92%	-4.16%	7.12%	10.70%	6
DISSX	BNY Mellon Smallcap Stock Index Fund	Small Cap Blend Equities	Jun 30, 1997	0.50%	4.38%	9.36%	14.78%	35
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	Dec 28, 1994	0.46%	3.92%	10.48%	6.94%	94
DITEX	BNY Mellon Intermediate Municipal Bond Fund	Municipal Bonds	Aug 10, 1983	0.72%	-0.23%	1.88%	2.65%	48
DIVGX	Guardian Capital Dividend Growth Fund	Large Cap Blend Equities	May 1, 2019	0.95%	1.83%	—	26.63%	51
DIVHX	Cutler Equity Fund	Large Cap Value Equities	Oct 27, 2020	0.99%	4.73%	—	5.04%	55
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	Jul 17, 1998	1.20%	0.00%	13.47%	10.11%	20
DLCFX	Destinations Large Cap Equity Fund	Large Cap Blend Equities	Mar 20, 2017	0.80%	-5.02%	—	7.64%	21
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	Mar 20, 2017	0.93%	1.46%	—	5.49%	98
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	Oct 30, 2003	0.91%	24.54%	14.59%	1.87%	84
DLENX	DoubleLine Emerging Markets Fixed Income Fund Clas...	Emerging Markets Bonds	Apr 6, 2010	1.18%	-0.69%	3.81%	5.35%	72
DLFNX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	Jun 1, 2010	0.73%	-0.35%	1.89%	4.58%	38
DLHIX	Delaware Healthcare Fund	Health & Biotech Equities	Sep 27, 2007	0.98%	-2.24%	10.78%	11.41%	43
DLHRX	BNY Mellon High Yield Fund	High Yield Bonds	Jun 2, 1997	0.70%	-0.78%	4.78%	6.42%	85
DLHYX	MassMutual High Yield Fund	High Yield Bonds	Sep 5, 2000	0.74%	-0.39%	5.32%	6.13%	84
DLQAX	BNY Mellon Large Cap Equity Fund	Large Cap Growth Equities	Aug 10, 1992	1.00%	-4.58%	12.02%	26.34%	40
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	Sep 30, 2011	0.70%	0.48%	2.63%	4.35%	99

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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