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
EFIPX	Fidelity Advisor Limited Term Bond Fund Class I	Total Bond Market	Feb 2, 1984	0.50%	0.63%	2.24%	4.08%	59
EGFIX	Edgewood Growth Fund	Large Cap Growth Equities	Feb 28, 2006	1.00%	-6.92%	13.76%	924.45%	2
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	Jan 4, 1988	0.37%	9.21%	9.86%	10.46%	24
EGLIX	Eagle MLP Strategy Fund	Energy Equities	Sep 13, 2012	1.40%	28.96%	12.83%	4.30%	75
EGOIX	Allspring Large Cap Core Fund	Large Cap Blend Equities	Dec 17, 2007	0.67%	12.90%	18.61%	7.08%	72
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	Macro Trading	Dec 28, 2012	2.22%	7.32%	6.24%	6.30%	98
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	Aug 30, 2010	1.05%	7.44%	6.54%	6.19%	98
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	Sep 23, 1931	1.01%	13.84%	11.58%	5.32%	72
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	Oct 31, 2011	0.71%	1.36%	4.97%	6.89%	89
EIBAX	Eaton Vance Total Return Bond Fund	Intermediate Core-Plus Bond	Nov 17, 2009	0.49%	0.80%	3.59%	5.12%	32
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	Jan 29, 2001	0.76%	0.36%	4.70%	7.07%	47
EIBRX	Eaton Vance Income Fund of Boston Class R6	High Yield Bonds	Jul 1, 2014	0.62%	1.17%	5.65%	6.43%	68
EIBSX	Parametric TABS Short-Term Municipal Bond Fund	Municipal Bonds	Mar 26, 2009	0.55%	1.32%	2.02%	3.22%	82
EICAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	Apr 10, 2008	0.52%	2.37%	2.39%	3.73%	78
EICIX	EIC Value Fund	Large Cap Value Equities	Apr 29, 2011	0.95%	6.59%	11.89%	8.39%	27
EICOX	Eaton Vance Emerging and Frontier Countries Equity...	Emerging Markets Diversified	Nov 2, 2014	1.31%	26.04%	13.75%	2.92%	82
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	Sep 3, 2015	0.79%	7.62%	8.01%	10.63%	98
EIFAX	Eaton Vance Floating-Rate Advantage Fund	Bank Loan	Mar 16, 2008	0.47%	0.05%	5.09%	7.66%	36
EIFGX	Eaton Vance Focused Growth Opportunities Fund	Large Cap Growth Equities	Mar 7, 2011	0.76%	0.89%	17.61%	25.10%	11
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	Mar 7, 2011	0.74%	16.80%	12.96%	4.78%	79

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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