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
EMTIX	Transamerica Emerging Markets Debt Fund	Emerging Markets Bonds	Aug 30, 2011	0.85%	-0.12%	4.42%	5.70%	92
ENGIX	Vest U.S. Large Cap 20% Buffer Strategies Fund Ins...	Defined Outcome	Dec 21, 2016	0.95%	-0.47%	—	0.00%	59
ENHNX	Cullen Enhanced Equity Income Fund	Derivative Income	Dec 14, 2015	0.75%	4.08%	7.03%	5.91%	12
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	Dec 13, 2006	0.23%	0.38%	4.17%	5.98%	89
ENPIX	ProFunds UltraSector Oil & Gas Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.51%	51.70%	9.09%	1.82%	38
ENTIX	ERShares Global Entrepreneurs™	Global Equities	Nov 10, 2010	1.29%	-14.70%	9.18%	0.05%	10
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	Mar 28, 2007	0.02%	2.96%	10.76%	8.88%	82
EOI	Eaton Vance Enhanced Equity Income Fund	Large Cap Blend Equities	Oct 29, 2004	0.01%	-4.99%	12.41%	8.38%	15
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	Jan 26, 2005	1.09%	-9.50%	12.82%	8.81%	8
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Diversified	Nov 30, 2010	1.75%	3.50%	5.81%	1.89%	82
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	Jan 9, 2014	1.25%	10.14%	10.35%	7.01%	97
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	Jan 10, 2014	1.52%	10.06%	10.06%	6.09%	97
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	Sep 3, 1996	0.97%	-4.19%	15.66%	0.65%	34
EPGCX	Fidelity Advisor Equity Growth Fund Class C	Large Cap Growth Equities	Nov 3, 1997	1.74%	-4.38%	14.28%	0.92%	32
EPGFX	EuroPac Gold Fund	Precious Metals	Jul 18, 2013	1.40%	8.91%	16.36%	6.30%	92
EPGIX	EuroPac Gold Fund Class I	Gold	—	1.12%	8.96%	—	6.39%	93
EPIBX	EuroPac International Bond Fund	Global Bonds	Nov 14, 2010	1.15%	-1.23%	1.93%	3.29%	55
EPIVX	EuroPac International Value Fund	Foreign Large Cap Equities	Apr 6, 2010	1.75%	3.32%	10.21%	7.25%	86
EPLCX	MainStay Epoch U.S. Equity Yield Fund	Large Cap Value Equities	Dec 3, 2008	0.73%	3.41%	10.24%	6.63%	46
EPSYX	MainStay Epoch Global Equity Yield Fund	Global Equities	Dec 26, 2005	0.84%	4.86%	9.20%	7.02%	81

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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