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
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	Apr 6, 2010	0.75%	0.05%	1.61%	4.61%	40
DLY	DoubleLine Yield Opportunities Fund	Multisector Bonds	Feb 26, 2020	2.91%	-3.21%	—	10.19%	1
DMA	Dimensional Managed Account Fund	Diversified Portfolio	Mar 16, 2012	0.03%	-6.54%	—	13.77%	16
DMAGX	Driehaus Emerging Markets Opportunities Fund	Emerging Markets Diversified	Apr 6, 2017	0.99%	0.90%	—	13.87%	82
DMB	Dimensional Multi-Blend Fund	Large Cap Blend Equities	Jan 1, 2013	0.03%	-2.90%	2.44%	4.44%	8
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	Nov 18, 2013	1.38%	4.62%	20.91%	13.11%	91
DMCVX	BNY Mellon Opportunistic Midcap Value Fund	Mid Cap Blend Equities	Sep 29, 1995	1.09%	-0.03%	8.93%	13.77%	24
DMNBX	DFA MN Municipal Bond Portfolio	Municipal Bonds	Jul 24, 2017	0.32%	0.50%	—	2.39%	94
DMO	Dimensional Multi-Asset Fund	Global Allocation	Dec 11, 2009	0.04%	-0.05%	4.59%	14.21%	8
DMREX	DFA Municipal Real Return Portfolio	Municipal Bonds	Nov 3, 2014	0.24%	1.19%	2.78%	3.30%	91
DMSFX	Destinations Multi Strategy Alternatives Fund	Multistrategy	Mar 19, 2017	1.15%	-0.84%	—	3.78%	28
DMTFX	Delaware Tax Free USA Fund	Municipal Bonds	Jan 10, 1984	0.80%	-0.40%	2.54%	4.38%	6
DMUSX	Delaware Tax Free USA Intermediate Fund	Municipal Bonds	Jan 6, 1993	0.71%	-0.20%	2.26%	4.04%	11
DNAVX	Dunham Dynamic Macro Fund	Macro Trading	Apr 28, 2010	1.88%	3.37%	4.05%	11.18%	90
DNLAX	BNY Mellon Natural Resources Fund Class A	Energy Equities	Oct 31, 2003	1.14%	24.49%	14.32%	1.76%	83
DNLDX	BNY Mellon Active MidCap Fund	Mid Cap Blend Equities	Jan 29, 1985	1.00%	1.79%	9.13%	14.76%	37
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	Feb 17, 1969	0.67%	0.16%	14.24%	11.13%	68
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	Jun 15, 2015	0.25%	0.57%	1.34%	2.74%	97
DODBX	Dodge & Cox Balanced Fund	Diversified Portfolio	Jun 25, 1931	0.52%	0.09%	9.52%	7.22%	33
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	May 10, 2021	0.70%	6.66%	—	2.65%	94

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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