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
EATVX	Eaton Vance Tax Managed Value Fund	Large Cap Value Equities	Dec 27, 1999	1.15%	20.51%	12.55%	3.46%	91
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	Nov 17, 2009	0.73%	0.70%	3.35%	4.87%	29
EBNAX	American Funds Emerging Markets Bond Fund	Emerging Markets Bonds	Apr 21, 2016	0.98%	1.88%	—	5.96%	54
EBSAX	Campbell Systematic Macro Fund Class A Shares	Macro Trading	Mar 4, 2013	2.00%	7.90%	—	2.78%	13
EBSIX	Campbell Systematic Macro Fund Class I Shares	Macro Trading	Mar 4, 2013	1.75%	8.01%	—	2.92%	15
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	Sep 28, 2021	1.43%	10.97%	—	22.00%	34
ECFHX	Eaton Vance Floating-Rate & High Income Fund	Bank Loan	Sep 4, 2000	1.77%	0.09%	3.62%	5.97%	29
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	Jun 8, 1994	1.65%	1.08%	5.64%	5.42%	54
ECHMX	Eaton Vance National Municipal Income Fund	Municipal Bonds	Dec 2, 1993	1.39%	2.14%	1.54%	2.98%	73
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	Nov 1, 2015	0.91%	7.01%	—	3.63%	23
ECSIX	Eaton Vance Short Duration Strategic Income Fund	Multisector Bonds	May 24, 1994	1.82%	2.24%	4.10%	6.30%	88
EDD	Morgan Stanley Emerging Markets Domestic Fund	Emerging Markets Bonds	Apr 24, 2007	2.20%	11.92%	5.96%	8.63%	32
EDF	Virtus Stone Harbor Emerging Markets Income Fund	Emerging Markets Bonds	Dec 23, 2010	1.45%	18.62%	5.15%	13.09%	57
EDIAX	Eaton Vance Global Income Builder Fund	Global Allocation	Nov 29, 2005	1.17%	6.72%	9.22%	5.03%	46
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	Jun 26, 2007	1.19%	4.60%	5.02%	9.91%	64
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	Nov 27, 2009	1.01%	4.44%	5.49%	10.20%	64
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	Feb 3, 2013	0.78%	7.53%	8.07%	10.69%	98
EEMIX	MFS Emerging Markets Equity Research Fund	Emerging Markets Diversified	Feb 22, 2021	1.00%	23.35%	—	1.54%	79
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	Sep 1, 2017	2.11%	22.17%	—	0.05%	62
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Diversified	Nov 3, 2013	1.52%	2.52%	7.40%	10.70%	24

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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