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
DSEUX	DoubleLine Shiller Enhanced International CAPE	Europe Equities	Dec 22, 2016	0.61%	11.85%	—	4.11%	74
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	Apr 5, 2016	0.21%	1.20%	—	4.10%	24
DSHGX	DFA Selectively Hedged Global Equity Portfolio	Global Equities	Nov 13, 2011	0.31%	12.91%	13.47%	2.83%	83
DSIBX	BNY Mellon Short-Intermediate Municipal Bond Fund	Municipal Bonds	Apr 29, 1987	0.49%	1.13%	1.34%	2.53%	80
DSL	DoubleLine Income Solutions Fund	High Yield Bonds	Apr 26, 2013	2.28%	1.75%	5.29%	12.21%	3
DSMDX	Driehaus Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 30, 2020	0.95%	21.02%	—	0.34%	48
DSMFX	Destinations Small-Mid Cap Equity Fund	Mid Cap Blend Equities	Mar 20, 2017	1.10%	21.80%	—	5.86%	86
DSMLX	Touchstone Large Company Growth Fund	Large Cap Growth Equities	Aug 28, 2009	0.72%	-62.38%	6.21%	11.74%	0
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	Sep 30, 1993	0.20%	8.01%	15.25%	31.33%	59
DSSMX	DFA Selective State Municipal Bond Portfolio	Municipal Bonds	Sep 29, 2020	0.23%	1.48%	—	2.79%	90
DSTIX	BNY Mellon Short Term Income Fund	Short-Term Bond	Aug 18, 1992	0.60%	0.67%	2.03%	4.63%	53
DSU	BlackRock Debt Strategies Fund, Inc.	Bank Loan	Nov 6, 1998	2.47%	1.90%	8.20%	12.13%	9
DTCPX	DFA Targeted Credit Portfolio	Short-Term Bond	May 20, 2015	0.20%	1.80%	2.10%	4.04%	79
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	Jan 1, 2020	0.22%	9.91%	—	1.40%	75
DTGRX	BNY Mellon Technology Growth Fund	Technology Equities	Oct 12, 1997	1.16%	30.83%	23.97%	9.20%	67
DTLGX	Wilshire Large Company Growth Portfolio	Large Cap Growth Equities	Sep 30, 1992	1.30%	2.90%	16.84%	25.18%	18
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	Sep 30, 1992	1.30%	8.74%	10.22%	9.60%	63
DTRIX	Delaware Limited-Term Diversified Income Fund	Short-Term Bond	Nov 25, 1985	0.64%	0.60%	2.08%	3.98%	76
DTSGX	Wilshire Small Company Growth Portfolio	Small Cap Growth Equities	Oct 1, 1992	1.35%	21.54%	10.20%	0.00%	55
DTSVX	Wilshire Small Company Value Portfolio	Small Cap Blend Equities	Sep 30, 1992	1.35%	22.85%	10.43%	8.91%	82

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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