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
EPVIX	EuroPac International Value Fund Class I	Foreign Large Cap Equities	Apr 7, 2010	1.48%	3.37%	10.37%	7.44%	87
EQCHX	AXS Chesapeake Strategy Fund Class I	Systematic Trend	Sep 10, 2012	1.91%	—	—	0.00%	—
EQIIX	Allspring Emerging Markets Equity Income Fund	Emerging Markets Diversified	May 30, 2012	1.22%	4.86%	7.32%	2.46%	83
EQNIX	MFS Equity Income Fund	Large Cap Value Equities	Sep 27, 2012	0.64%	3.48%	11.85%	11.76%	55
EQPGX	Fidelity Advisor Equity Growth Fund Class I	Large Cap Growth Equities	Nov 22, 1983	0.71%	-4.17%	17.30%	0.55%	36
EQPIX	Fidelity Advisor Equity Income Fund Class I	Large Cap Value Equities	Apr 25, 1983	0.65%	—	—	4.49%	—
EQTIX	Shelton Equity Income Fund	Derivative Income	Sep 3, 1996	0.72%	-4.97%	8.34%	7.19%	17
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Blend Equities	Sep 30, 2009	0.81%	-4.34%	10.71%	6.73%	2
ERBIX	Eaton Vance Richard Bernstein Equity Strategy Fund	Global Equities	Oct 11, 2010	0.93%	-1.82%	11.37%	18.48%	50
ERH	Allspring Utilities and High Income Fund	Utilities Equities	Apr 30, 2004	0.93%	7.23%	7.33%	7.95%	66
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	Emerging Markets Diversified	Oct 3, 2011	1.52%	8.91%	9.91%	0.42%	94
ESDIX	Ashmore Emerging Markets Short Duration Select Fun...	Emerging Markets Bonds	Jun 14, 2020	0.67%	—	—	0.00%	—
ESEIX	Eaton Vance Atlanta Capital Select Equity Fund	Large Cap Growth Equities	Jan 3, 2012	0.78%	-8.75%	9.93%	21.31%	1
ESFIX	Ashmore Emerging Markets Short Duration Fund	Emerging Markets Bonds	Jun 23, 2014	0.65%	0.69%	-0.84%	7.34%	10
ESGEX	Reynders McVeigh Core Equity Fund	Large Cap Growth Equities	Mar 29, 2019	1.25%	-7.57%	—	5.63%	17
ESGIX	Dana Epiphany ESG Equity Fund	Large Cap Blend Equities	Feb 13, 2008	1.12%	-3.26%	—	7.02%	44
ESGYX	Mirova Global Sustainable Equity Fund	Global Equities	Mar 30, 2016	0.95%	-6.24%	—	4.74%	12
ESHIX	Eaton Vance Short Duration High Income Fund	High Yield Bonds	Nov 1, 2013	0.66%	-0.39%	4.45%	5.52%	93
ESIGX	Ashmore Emerging Markets Equity ESG Fund	Emerging Markets Diversified	Feb 25, 2020	1.17%	3.68%	—	1.97%	88
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	Apr 3, 2009	1.21%	0.98%	5.17%	7.36%	97

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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