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
DXNLX	Direxion Monthly NASDAQ-100 Bull 1.25X Fund	Leveraged Equities, Leveraged	Mar 31, 2016	1.19%	-6.58%	—	1.07%	43
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	Leveraged Equities, Leveraged	May 1, 2006	1.39%	-9.34%	30.02%	16.32%	44
DXRLX	Direxion Monthly Small Cap Bull 1.75X Fund	Leveraged Equities, Leveraged	Feb 22, 1999	1.35%	2.28%	11.10%	2.04%	47
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, S&P 500	May 1, 2006	1.35%	-7.60%	24.79%	8.25%	34
DYMIX	Dynamic Alpha Macro Fund Institutional	Macro Trading	Jul 31, 2023	1.98%	3.95%	—	6.56%	71
EAAFX	Allspring Asset Allocation Fund	Diversified Portfolio	Jul 28, 1996	1.04%	2.47%	7.61%	5.60%	80
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Growth Equities	Apr 30, 2002	1.14%	-4.42%	9.63%	8.10%	2
EACAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	May 26, 1994	0.71%	-0.02%	2.30%	3.53%	18
EACPX	Eaton Vance Tax Managed Multi Cap Growth Fund	Large Cap Growth Equities	Jun 30, 2000	1.25%	-10.34%	12.67%	9.27%	8
EAD	Emerging Markets Dividend Fund	Emerging Markets Equities	Jan 1, 2013	0.04%	-2.13%	7.91%	9.91%	8
EADIX	Eaton Vance Tax-Managed Global Dividend Income Fun...	Global Equities	May 29, 2003	1.18%	-2.73%	10.22%	3.80%	48
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	Sep 3, 2015	1.11%	2.08%	7.68%	10.78%	98
EAEAX	Eaton Vance Tax-Managed Equity Asset Allocation Fu...	Diversified Portfolio	Mar 3, 2002	1.25%	-3.31%	10.62%	4.44%	24
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 2006	1.58%	3.76%	6.36%	2.72%	91
EAERX	Eaton Vance Stock Fund	Large Cap Blend Equities	Nov 1, 2001	0.98%	-5.30%	14.78%	9.46%	23
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	Jun 26, 2007	1.02%	1.37%	2.50%	8.60%	97
EALCX	Eaton Vance Growth Fund	Large Cap Growth Equities	Sep 9, 2002	1.05%	-7.61%	14.45%	16.02%	25
EALDX	Eaton Vance Short Duration Government Income Fund	Ultrashort Bond	Sep 30, 2002	0.77%	0.57%	1.94%	5.01%	93
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	May 25, 2011	0.91%	17.56%	11.29%	11.25%	92
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	Mar 31, 2010	0.85%	0.48%	3.61%	3.87%	87

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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