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
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
EASCX	Eaton Vance South Carolina Municipal Income Fund	Municipal Bonds	Feb 13, 1994	0.65%	0.34%	1.98%	3.50%	30
EATVX	Eaton Vance Tax Managed Value Fund	Large Cap Value Equities	Dec 27, 1999	1.15%	2.06%	10.46%	4.08%	37
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	Nov 17, 2009	0.73%	-0.56%	3.53%	4.52%	51
EBNAX	American Funds Emerging Markets Bond Fund	Emerging Markets Bonds	Apr 21, 2016	0.98%	-1.40%	—	5.56%	84
EBSAX	Campbell Systematic Macro Fund Class A Shares	Macro Trading	Mar 4, 2013	2.00%	7.47%	—	2.79%	4
EBSIX	Campbell Systematic Macro Fund Class I Shares	Macro Trading	Mar 4, 2013	1.75%	7.59%	—	2.94%	5
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	Sep 28, 2021	1.38%	-4.86%	—	24.89%	12
ECFHX	Eaton Vance Floating-Rate & High Income Fund	Bank Loan	Sep 4, 2000	1.77%	-1.49%	3.64%	5.77%	30
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	Jun 8, 1994	1.65%	-0.98%	5.56%	5.01%	77
ECHMX	Eaton Vance National Municipal Income Fund	Municipal Bonds	Dec 2, 1993	1.39%	-0.06%	1.64%	3.02%	13
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	Nov 1, 2015	0.91%	7.60%	—	3.48%	88
ECSIX	Eaton Vance Short Duration Strategic Income Fund	Multisector Bonds	May 24, 1994	1.82%	0.74%	3.91%	6.30%	96
EDD	Morgan Stanley Emerging Markets Domestic Fund	Emerging Markets Bonds	Apr 24, 2007	2.20%	-3.42%	4.53%	10.00%	37
EDF	Virtus Stone Harbor Emerging Markets Income Fund	Emerging Markets Bonds	Dec 23, 2010	1.45%	2.58%	5.07%	14.63%	27
EDIAX	Eaton Vance Global Income Builder Fund	Global Allocation	Nov 29, 2005	1.17%	-2.23%	7.95%	5.24%	61
EEA	The European Equity Fund	Europe Equities	Jan 1, 1990	0.01%	-3.20%	7.32%	7.80%	42
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	Jun 26, 2007	1.19%	-0.41%	4.67%	10.42%	93
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	Nov 27, 2009	1.01%	-0.33%	5.17%	10.69%	94

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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