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
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	Jun 15, 2015	0.25%	1.18%	1.29%	2.65%	99
DODBX	Dodge & Cox Balanced Fund	Diversified Portfolio	Jun 25, 1931	0.52%	2.48%	10.00%	6.99%	29
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	May 10, 2021	0.70%	23.72%	—	2.29%	92
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	May 1, 2001	0.61%	13.43%	12.12%	4.46%	74
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	2.71%	13.56%	9.35%	20
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	—	0.41%	1.05%	2.92%	4.29%	31
DODLX	Dodge & Cox Global Bond Fund	Global Bonds	Apr 30, 2014	0.45%	1.43%	4.90%	4.12%	29
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	May 1, 2008	0.62%	7.78%	12.90%	7.81%	46
DOGMX	DFA Oregon Municipal Bond Portfolio	Municipal Bonds	Sep 9, 2019	0.32%	1.36%	—	2.37%	83
DOMIX	Domini Impact International Equity Fund	Foreign Large Cap Equities	Dec 27, 2006	1.37%	9.86%	9.16%	1.84%	40
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	Jan 5, 2001	0.52%	13.49%	—	4.54%	75
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	2.76%	—	9.45%	20
DOXIX	Dodge & Cox Income Fund Class X	Intermediate Core-Plus Bond	May 2, 2022	0.33%	0.09%	—	3.28%	19
DOXLX	Dodge & Cox Global Bond Fund	Global Bonds	May 1, 2014	0.37%	0.75%	—	3.50%	21
DPDFX	Delaware Diversified Income Fund	Intermediate Core-Plus Bond	Dec 29, 1997	0.70%	0.88%	2.65%	4.33%	28
DPFNX	Deer Park Total Return Credit Fund	High Yield Bonds	Oct 16, 2015	1.77%	0.50%	3.15%	7.64%	18
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	Utilities Equities	Jul 27, 2011	2.26%	18.12%	8.24%	5.73%	79
DPIGX	Dupree Intermediate Government Bond Series	Government Bonds	Jul 13, 1992	0.70%	0.04%	1.52%	3.42%	28
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	1.53%	4.66%	5.57%	88
DPREX	Delaware Global Listed Real Assets Fund	Global Allocation	Dec 5, 1995	1.31%	8.14%	5.98%	3.21%	86

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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