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
EIGIX	Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	Mar 21, 2007	0.49%	0.48%	2.16%	4.23%	19
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	Jun 26, 2007	0.76%	4.73%	4.95%	6.64%	99
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	Dec 3, 1993	0.41%	2.56%	2.60%	3.96%	81
EIIA	Eagle Point Institutional Income Fund	CLO	Jun 1, 2022	—	4.12%	—	8.06%	86
EIISX	Parametric International Equity Fund	Foreign Large Cap Equities	Apr 1, 2010	0.50%	4.76%	9.51%	12.85%	24
EILBX	Parametric TABS 1-to-10 Year Laddered Municipal Bo...	Municipal Bonds	May 3, 2015	0.40%	1.19%	2.06%	3.08%	74
EILGX	Eaton Vance-Atlanta Capital Focused Growth	Large Cap Growth Equities	Apr 30, 2002	0.78%	-11.77%	14.02%	17.44%	1
EILIX	Eaton Vance International Small-Cap Fund	Foreign Small & Mid Cap Equities	Dec 15, 2015	1.11%	—	—	8.10%	—
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	Jan 31, 2010	0.40%	0.94%	2.25%	3.21%	66
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	Jun 16, 1993	0.48%	1.89%	1.46%	3.59%	78
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	Dec 31, 1984	0.29%	0.35%	1.32%	3.84%	18
EIPCX	Parametric Commodity Strategy Fund Class I	Commodities	May 25, 2011	0.66%	13.42%	10.20%	11.75%	66
EIPIX	EIP Growth and Income Fund (NEW)	Energy Equities	Aug 21, 2006	1.25%	18.46%	—	13.25%	88
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	Sep 29, 2011	0.93%	6.67%	6.52%	2.63%	48
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	Mar 31, 2010	0.64%	1.05%	3.79%	4.09%	75
EISIX	Carillon ClariVest International Stock Fund	Foreign Large Cap Equities	Feb 27, 2013	0.96%	22.03%	13.41%	2.45%	87
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	Apr 30, 2002	0.88%	-1.79%	10.32%	6.54%	2
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 1998	0.96%	9.26%	7.70%	4.37%	65
EITGX	Eaton Vance Tax Managed Growth 1.2 Fund	Large Cap Growth Equities	Feb 28, 2001	0.63%	5.42%	15.27%	2.23%	34
EIVIX	Allspring Special Large Cap Value Fund	Large Cap Value Equities	Aug 1, 2006	0.70%	6.68%	13.60%	6.91%	34

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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