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
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	—	0.62%	1.52%	10.19%	4.98%	83
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	-0.92%	12.66%	9.81%	15
DODIX	Dodge & Cox Income Fund	Total Bond Market	—	0.41%	0.28%	3.06%	4.27%	48
DODLX	Dodge & Cox Global Bond Fund	Global Bonds	Apr 30, 2014	0.45%	0.06%	4.92%	4.08%	71
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	May 1, 2008	0.62%	-0.25%	11.50%	8.43%	48
DOGMX	DFA Oregon Municipal Bond Portfolio	Municipal Bonds	Sep 9, 2019	0.32%	0.35%	—	2.35%	69
DOMIX	Domini Impact International Equity Fund	Foreign Large Cap Equities	Dec 27, 2006	1.37%	1.64%	7.38%	1.91%	72
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	Jan 5, 2001	0.52%	1.52%	—	5.07%	83
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	-0.90%	—	9.92%	15
DOXIX	Dodge & Cox Income Fund Class X	Intermediate Core-Plus Bond	May 2, 2022	0.33%	0.30%	—	4.34%	49
DOXLX	Dodge & Cox Global Bond Fund	Global Bonds	May 1, 2014	0.37%	0.08%	—	4.16%	73
DPDFX	Delaware Diversified Income Fund	Intermediate Core-Plus Bond	Dec 29, 1997	0.70%	-0.26%	2.76%	4.02%	37
DPFNX	Deer Park Total Return Credit Fund	High Yield Bonds	Oct 16, 2015	1.77%	-0.01%	3.35%	7.59%	68
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	Utilities Equities	Jul 27, 2011	2.26%	17.46%	9.11%	5.71%	81
DPIGX	Dupree Intermediate Government Bond Series	Government Bonds	Jul 13, 1992	0.70%	-0.29%	1.66%	3.14%	73
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	-0.52%	4.78%	5.52%	86
DPREX	Delaware Global Listed Real Assets Fund	Global Allocation	Dec 5, 1995	1.31%	8.18%	6.12%	2.66%	95
DQEIX	BNY Mellon Global Equity Income Fund	Global Equities	Oct 17, 2007	0.92%	2.12%	9.54%	12.82%	54
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	0.83%	13.23%	3.17%	71
DRCAX	BNY MellonCalifornia AMT-Free Municipal Bond Fund	Municipal Bonds	Jul 25, 1983	0.72%	0.11%	1.57%	2.93%	20

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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