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
DURPX	DFA US High Relative Profitability Portfolio	Large Cap Blend Equities	May 16, 2017	0.23%	-2.22%	—	1.08%	25
DUSLX	DFA U.S. Large Cap Growth Portfolio	Large Cap Growth Equities	Dec 20, 2012	0.18%	-3.46%	14.15%	0.93%	21
DUSQX	DFA U.S. Large Cap Equity Portfolio	Large Cap Blend Equities	Jun 25, 2013	0.13%	-2.53%	13.70%	1.05%	49
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	Nov 1, 2010	1.00%	0.43%	0.54%	4.12%	15
DVIPX	Davenport Value & Income Fund	Large Cap Value Equities	Dec 31, 2010	0.87%	1.79%	7.94%	6.60%	27
DVMHX	Delaware Minnesota High-Yield Municipal Bond Fund	Municipal Bonds	Jun 3, 1996	0.88%	0.11%	2.41%	3.79%	16
DVRIX	MFS Global Alternative Strategy Fund	Macro Trading	Dec 19, 2007	1.05%	0.63%	4.94%	1.14%	66
DVRUX	UBS US Dividend Ruler Fund	Large Cap Value Equities	Jul 8, 2020	0.50%	-1.35%	—	7.89%	45
DVSMX	Driehaus Small Cap Growth Fund	Small Cap Growth Equities	Aug 21, 2017	0.99%	1.39%	—	0.21%	72
DVTAX	Delaware Tax-Free California Fund	Municipal Bonds	Mar 1, 1995	0.82%	-0.28%	2.29%	3.94%	8
DWAFX	Arrow DWA Tactical: Balanced Fund	Tactical Allocation	Aug 6, 2006	1.84%	5.61%	5.94%	11.91%	80
DWFIX	DFA World ex U.S. Government Fixed Income Portfoli...	Global Bonds	Dec 5, 2011	0.20%	-0.12%	1.51%	2.46%	21
DWGAX	American Funds Developing World Growth and Income ...	Emerging Markets Diversified	Feb 2, 2014	1.23%	2.16%	6.65%	1.96%	81
DWOIX	BNY Mellon Research Growth Fund, Inc.	Large Cap Growth Equities	Sep 30, 2008	0.78%	-8.24%	14.87%	17.01%	35
DWTFX	Arrow DWA Tactical: Macro Fund	Tactical Allocation	May 29, 2008	1.69%	1.73%	8.55%	10.42%	59
DWUSX	DFA World ex U.S. Targeted Value Portfolio	Foreign Small & Mid Cap Equities	Oct 31, 2012	0.52%	4.43%	10.93%	2.67%	94
DXCP.TO	Dynamic Short Term Credit PLUS Fund	Short-Term Bond	Nov 15, 2024	1.32%	-0.18%	—	5.71%	92
DXHYX	Direxion Monthly High Yield Bull 1.2X Fund	Leveraged, Leveraged Bonds	Feb 17, 2016	1.35%	-0.69%	—	5.15%	34
DXKLX	Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun...	Leveraged, Leveraged Bonds	Mar 31, 2005	1.35%	-1.66%	-2.86%	1.73%	4
DXKSX	Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun...	Inverse Bonds, Leveraged	May 17, 2004	1.35%	2.05%	2.24%	12.02%	9

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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