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
ESGEX	Reynders McVeigh Core Equity Fund	Large Cap Growth Equities	Mar 29, 2019	1.25%	2.71%	—	5.06%	12
ESGIX	Dana Epiphany ESG Equity Fund	Large Cap Blend Equities	Feb 13, 2008	1.12%	5.26%	—	6.51%	31
ESGYX	Mirova Global Sustainable Equity Fund	Global Equities	Mar 30, 2016	0.95%	-0.90%	—	4.19%	9
ESHIX	Eaton Vance Short Duration High Income Fund	High Yield Bonds	Nov 1, 2013	0.66%	1.68%	4.55%	5.97%	91
ESIGX	Ashmore Emerging Markets Equity ESG Fund	Emerging Markets Diversified	Feb 25, 2020	1.17%	28.05%	—	1.36%	87
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	Apr 3, 2009	1.21%	2.77%	5.35%	7.35%	93
ESMAX	Invesco EQV European Small Company Fund	Europe Equities	Aug 30, 2000	1.48%	18.74%	10.76%	29.53%	17
ESPAX	Allspring Special Small Cap Value Fund	Small Cap Value Equities	May 7, 1993	1.24%	15.60%	9.18%	7.14%	28
ESPRX	Allspring Special Small Cap Value Fund Class R6	Small Cap Value Equities	Oct 31, 2014	0.82%	15.84%	9.75%	7.25%	27
ETAZX	Eaton Vance Arizona Municipal Income Fund	Municipal Bonds	Dec 12, 1993	0.69%	2.28%	2.14%	3.25%	81
ETCTX	Eaton Vance Connecticut Municipal Income Fund	Municipal Bonds	Apr 18, 1994	0.69%	1.99%	2.18%	2.98%	85
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	Jan 2, 1997	1.21%	8.61%	9.67%	7.58%	6
ETFOX	North Square Tactical Growth Fund	Tactical Allocation	Apr 29, 2004	1.30%	7.30%	10.01%	1.21%	50
ETFRX	North Square Tactical Defensive Fund	Tactical Allocation	Sep 14, 2006	1.86%	5.71%	7.11%	0.46%	43
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	Jan 30, 2004	2.57%	2.35%	13.58%	6.79%	24
ETGAX	Eaton Vance Georgia Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.65%	2.14%	1.95%	3.29%	82
ETGIX	Eaton Vance Greater India Fund	Asia Pacific Equities	May 1, 1994	1.57%	-9.75%	7.64%	16.03%	1
ETGLX	Eventide Gilead Fund	Mid Cap Growth Equities	Jul 8, 2008	1.31%	19.25%	15.36%	10.55%	68
ETHSX	Eaton Vance Worldwide Health Sciences Fund	Health & Biotech Equities	Jul 25, 1985	1.20%	-2.48%	8.27%	7.55%	10
ETHYX	Eaton Vance High Yield Municipal Income Fund	High Yield Muni	Aug 6, 1995	0.73%	3.55%	2.80%	4.38%	85

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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