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
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.17%	3.49%	4.83%	4.80%	47
DRIRX	Dimensional 2020 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	3.53%	4.84%	5.64%	49
DRIUX	Dimensional 2025 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	3.66%	5.32%	5.09%	39
DRIWX	Dimensional 2030 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.20%	4.63%	6.68%	6.67%	40
DRLIX	BNY Mellon Global Real Estate Securities Fund	REIT	Dec 28, 2006	1.05%	12.09%	5.73%	2.77%	31
DRMBX	BNY Mellon AMT-Free Municipal Bond Fund	Municipal Bonds	May 5, 1994	0.49%	2.28%	2.02%	3.39%	84
DRMCX	Virtus Mid-Cap Growth Fund	Mid Cap Growth Equities	Nov 6, 1979	0.83%	14.07%	15.74%	14.49%	19
DRNJX	BNY Mellon New Jersey Municipal Bond Fund Class A	Municipal Bonds	Nov 6, 1987	0.95%	1.90%	1.75%	2.87%	78
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	May 12, 2010	0.95%	5.49%	4.76%	3.71%	73
DRSVX	Foundry Partners Fundamental Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2003	1.28%	22.71%	10.72%	0.79%	80
DRTHX	BNY Mellon Sustainable U.S. Equity Fund	Large Cap Blend Equities	Mar 29, 1972	0.74%	6.13%	15.79%	10.02%	33
DRXIX	DFA LTIP Portfolio	Inflation-Protected Bonds	Mar 6, 2012	0.13%	1.55%	-1.30%	5.81%	6
DSBFX	Domini Impact Bond Fund	Intermediate Core-Plus Bond	Jun 1, 2000	0.87%	0.93%	1.47%	3.12%	21
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	Dec 20, 2012	0.32%	12.95%	11.62%	0.53%	33
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	Small Cap Growth Equities	Nov 3, 2015	0.95%	28.24%	11.08%	4.64%	93
DSCLX	DFA International Social Core Equity Portfolio	Foreign Large Cap Equities	Nov 1, 2012	0.27%	9.34%	10.74%	3.09%	47
DSCPX	Davenport Small Cap Focus Fund	Small Cap Blend Equities	Dec 31, 2014	0.89%	9.05%	10.65%	3.61%	8
DSCVX	BNY Mellon Opportunistic Small Cap Fund	Small Cap Blend Equities	Dec 29, 1993	1.11%	—	—	4.19%	—
DSEEX	DoubleLine Shiller Enhanced CAPE	Large Cap Blend Equities	Oct 31, 2013	0.54%	-0.64%	12.58%	4.97%	6
DSEFX	Domini Impact Equity Fund	Large Cap Growth Equities	Jun 3, 1991	1.09%	7.57%	13.57%	10.44%	36

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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