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
DQEIX	BNY Mellon Global Equity Income Fund	Global Equities	Oct 17, 2007	0.92%	11.91%	10.82%	12.30%	70
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	11.56%	14.58%	2.92%	87
DRCAX	BNY MellonCalifornia AMT-Free Municipal Bond Fund	Municipal Bonds	Jul 25, 1983	0.72%	1.91%	1.49%	2.92%	72
DRCVX	Comstock Capital Value Fund	Inverse Equities	Oct 9, 1985	0.00%	3.17%	-4.78%	1.90%	97
DRDIX	Dearborn Partners Rising Dividend Fund	Large Cap Blend Equities	Apr 10, 2013	0.95%	-2.76%	9.84%	3.73%	1
DREGX	Driehaus Emerging Markets Growth Fund	Emerging Markets Diversified	Dec 30, 1997	1.34%	27.32%	11.63%	1.33%	80
DREIX	DFA World Core Equity Portfolio	Global Equities	Mar 6, 2012	0.27%	11.33%	12.89%	4.75%	76
DREQX	BNY Mellon Research Growth Fund, Inc.	Large Cap Growth Equities	Feb 4, 1972	0.83%	2.80%	16.51%	17.09%	17
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Diversified	Aug 21, 2011	1.24%	14.41%	11.10%	1.96%	59
DREVX	BNY Mellon Large Cap Securities Fund	Large Cap Growth Equities	May 24, 1951	0.70%	4.98%	16.19%	10.07%	28
DRGTX	Virtus Technology Fund	Technology Equities	Dec 26, 1995	1.16%	22.14%	23.95%	2.05%	44
DRGVX	BNY Mellon Dynamic Value Fund Class I	Large Cap Value Equities	May 31, 2001	0.68%	16.10%	14.73%	5.93%	87
DRIGX	Dimensional 2035 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.21%	5.87%	8.13%	6.52%	46
DRIHX	Dimensional 2040 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	7.12%	10.04%	4.70%	61
DRIIX	Dimensional 2045 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	8.30%	12.25%	2.71%	74
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	9.43%	13.02%	2.32%	75
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	9.89%	12.98%	1.34%	74
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	9.91%	13.08%	1.37%	76
DRIOX	Driehaus International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Sep 16, 2007	1.16%	9.18%	10.64%	0.98%	18
DRIPX	The MP 63 Fund	Large Cap Value Equities	Mar 1, 1999	0.63%	13.75%	10.45%	6.19%	83

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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