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
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	Sep 29, 2011	0.93%	-1.02%	5.63%	2.83%	49
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	Mar 31, 2010	0.64%	0.55%	3.77%	4.11%	90
EISIX	Carillon ClariVest International Stock Fund	Foreign Large Cap Equities	Feb 27, 2013	0.96%	4.63%	10.79%	2.86%	91
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	Apr 30, 2002	0.88%	-4.37%	9.85%	6.72%	2
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	Aug 6, 1997	1.10%	7.20%	117.91%	7.26%	74
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 1998	0.96%	3.85%	6.80%	4.60%	92
EITGX	Eaton Vance Tax Managed Growth 1.2 Fund	Large Cap Growth Equities	Feb 28, 2001	0.63%	-4.77%	13.70%	2.47%	34
EIVIX	Allspring Special Large Cap Value Fund	Large Cap Value Equities	Aug 1, 2006	0.70%	-0.55%	12.35%	7.41%	33
EIVPX	Parametric Volatility Risk Premium - Defensive Fun...	Options Trading	Feb 8, 2017	0.47%	0.18%	—	4.01%	67
EIXIX	Catalyst Enhanced Income Strategy Fund	Nontraditional Bonds	Dec 30, 2018	1.50%	-1.53%	—	6.98%	0
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	Jan 19, 1998	1.10%	8.92%	14.28%	8.83%	90
EKGAX	Allspring Special Global Small Cap Fund	Global Equities	Mar 15, 1988	1.52%	-4.97%	5.78%	1.34%	4
EKHAX	Allspring High Yield Bond Fund	High Yield Bonds	Jan 20, 1998	0.93%	-0.59%	4.43%	6.06%	76
EKJAX	Allspring Premier Large Company Growth Fund	Large Cap Growth Equities	Jan 20, 1998	1.11%	-7.96%	14.87%	35.21%	23
EKSAX	Allspring Diversified Income Builder Fund	Diversified Portfolio	Apr 13, 1987	0.85%	0.61%	6.23%	5.03%	89
EKVAX	Allspring Pennsylvania Tax-Free Fund	Municipal Bonds	Dec 26, 1990	0.74%	0.16%	1.81%	2.94%	24
EKWAX	Allspring Precious Metals Fund	Precious Metals	Jan 19, 1998	1.09%	12.15%	18.80%	1.07%	94
ELBIX	Ashmore Emerging Markets Local Currency Bond Fund	Emerging Markets Bonds	Dec 7, 2010	0.97%	-1.99%	2.18%	5.94%	75
ELDFX	Elfun Diversified Fund	Diversified Portfolio	Jan 3, 1988	0.33%	-0.86%	8.17%	7.83%	68
ELFNX	Elfun Trusts	Large Cap Growth Equities	May 27, 1935	0.18%	-5.96%	15.27%	10.49%	37

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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