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
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	Jan 1, 1980	0.21%	-0.16%	1.43%	3.68%	21
EMAYX	Gabelli Enterprise Mergers and Acquisitions Fund	Event Driven	Feb 27, 2001	1.01%	4.56%	5.74%	4.03%	85
EMBUX	VanEck Emerging Markets Bond Fund	Emerging Markets Bonds	Jul 8, 2012	0.95%	—	—	3.58%	—
EMCAX	Empiric 2500 Fund	Small Cap Growth Equities	Nov 6, 1995	1.96%	0.31%	9.87%	0.13%	13
EMCIX	Ashmore Emerging Markets Corporate Income Fund	Emerging Markets Bonds	Dec 7, 2010	1.01%	1.72%	2.67%	10.41%	70
EMD	Western Asset Emerging Markets Debt Fund Inc	Emerging Markets Bonds	Jan 1, 2004	0.02%	-4.65%	6.02%	11.45%	24
EMDIX	Federated Hermes Emerging Market Debt Fund Institu...	Emerging Markets Bonds	Oct 2, 1996	0.94%	-1.58%	4.39%	1.01%	86
EMDZX	PGIM Emerging Markets Debt Local Currency Fund	Emerging Markets Bonds	Mar 29, 2011	0.73%	-3.24%	2.41%	5.87%	60
EMF	Templeton Emerging Markets Fund	Emerging Markets Equities	Feb 27, 1987	1.43%	5.46%	12.76%	9.34%	90
EMFIX	Ashmore Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 20, 2011	1.17%	4.63%	11.55%	1.58%	87
EMGAX	Allspring Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 5, 1994	1.43%	1.56%	7.45%	1.78%	80
EMKIX	Ashmore Emerging Markets Total Return Fund	Emerging Markets Bonds	Dec 7, 2010	1.02%	-0.35%	0.94%	8.27%	91
EMLIX	MFS Emerging Markets Debt Local Currency Fund	Emerging Markets Bonds	Sep 14, 2011	0.85%	-1.99%	2.93%	3.01%	77
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	Jun 10, 2011	13.90%	16.90%	9.59%	8.38%	17
EMOIX	Eaton Vance Municipal Opportunities Fund	Municipal Bonds	May 30, 2011	0.67%	0.04%	2.50%	3.58%	39
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Diversified	May 30, 2018	0.19%	3.04%	—	1.86%	87
EMQIX	Ashmore Emerging Markets Active Equity Fund	Emerging Markets Diversified	Oct 31, 2016	1.02%	1.64%	—	5.19%	75
EMRGX	Emerging Markets Growth Fund, Inc.	Emerging Markets Diversified	May 29, 1986	0.76%	1.06%	7.56%	3.92%	72
EMRSX	JPMorgan Emerging Markets Research Enhanced Equity...	Emerging Markets Diversified	Dec 10, 2018	0.35%	5.00%	—	3.50%	86
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Diversified	Mar 19, 1997	1.77%	3.55%	—	15.80%	82

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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