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
EIVPX	Parametric Volatility Risk Premium - Defensive Fun...	Options Trading	Feb 8, 2017	0.47%	4.84%	—	3.83%	85
EIXIX	Catalyst Enhanced Income Strategy Fund	Nontraditional Bonds	Dec 30, 2018	1.50%	-5.12%	—	5.10%	0
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	Jan 19, 1998	1.10%	36.93%	16.84%	6.98%	94
EKGAX	Allspring Special Global Small Cap Fund	Global Equities	Mar 15, 1988	1.52%	9.04%	7.55%	1.17%	13
EKHAX	Allspring High Yield Bond Fund	High Yield Bonds	Jan 20, 1998	0.93%	1.33%	4.56%	6.49%	51
EKJAX	Allspring Premier Large Company Growth Fund	Large Cap Growth Equities	Jan 20, 1998	1.11%	4.88%	17.02%	30.90%	11
EKSAX	Allspring Diversified Income Builder Fund	Diversified Portfolio	Apr 13, 1987	0.85%	5.48%	6.66%	4.37%	75
EKVAX	Allspring Pennsylvania Tax-Free Fund	Municipal Bonds	Dec 26, 1990	0.74%	1.91%	1.75%	3.18%	84
EKWAX	Allspring Precious Metals Fund	Precious Metals	Jan 19, 1998	1.09%	-11.18%	12.48%	1.35%	20
ELBIX	Ashmore Emerging Markets Local Currency Bond Fund	Emerging Markets Bonds	Dec 7, 2010	0.97%	0.24%	2.53%	6.68%	18
ELDFX	Elfun Diversified Fund	Diversified Portfolio	Jan 3, 1988	0.33%	6.28%	9.10%	7.31%	61
ELFNX	Elfun Trusts	Large Cap Growth Equities	May 27, 1935	0.18%	2.23%	16.70%	9.65%	25
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	Jan 1, 1980	0.21%	1.62%	1.35%	3.93%	78
EMAYX	Gabelli Enterprise Mergers and Acquisitions Fund	Event Driven	Feb 27, 2001	1.01%	7.57%	6.25%	3.91%	82
EMCAX	Empiric 2500 Fund	Small Cap Growth Equities	Nov 6, 1995	1.96%	14.96%	11.79%	0.12%	41
EMCIX	Ashmore Emerging Markets Corporate Income Fund	Emerging Markets Bonds	Dec 7, 2010	1.01%	3.41%	2.66%	9.35%	62
EMDIX	Federated Hermes Emerging Market Debt Fund Institu...	Emerging Markets Bonds	Oct 2, 1996	0.94%	3.28%	4.82%	2.44%	80
EMDZX	PGIM Emerging Markets Debt Local Currency Fund	Emerging Markets Bonds	Mar 29, 2011	0.73%	0.89%	2.99%	6.44%	20
EMF	Templeton Emerging Markets Fund	Emerging Markets Equities	Feb 27, 1987	1.43%	34.71%	15.16%	7.47%	89
EMFIX	Ashmore Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 20, 2011	1.17%	29.13%	14.49%	1.26%	86

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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