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
ESMAX	Invesco EQV European Small Company Fund	Europe Equities	Aug 30, 2000	1.48%	0.64%	8.09%	34.84%	31
ESPAX	Allspring Special Small Cap Value Fund	Small Cap Value Equities	May 7, 1993	1.24%	-0.11%	7.54%	8.27%	5
ESPRX	Allspring Special Small Cap Value Fund Class R6	Small Cap Value Equities	Oct 31, 2014	0.82%	0.00%	8.10%	8.40%	6
ETAZX	Eaton Vance Arizona Municipal Income Fund	Municipal Bonds	Dec 12, 1993	0.69%	0.09%	2.18%	3.27%	33
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	Apr 29, 2005	0.01%	-2.30%	7.67%	8.69%	42
ETCTX	Eaton Vance Connecticut Municipal Income Fund	Municipal Bonds	Apr 18, 1994	0.69%	0.06%	2.19%	3.32%	47
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	Jan 2, 1997	1.21%	-2.10%	8.28%	8.40%	2
ETFOX	North Square Tactical Growth Fund	Tactical Allocation	Apr 29, 2004	1.30%	-2.54%	8.70%	1.33%	45
ETFRX	North Square Tactical Defensive Fund	Tactical Allocation	Sep 14, 2006	1.86%	-1.21%	5.89%	0.49%	27
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	Jan 30, 2004	2.57%	-9.66%	12.01%	7.57%	42
ETGAX	Eaton Vance Georgia Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.65%	-0.07%	1.99%	3.31%	37
ETGIX	Eaton Vance Greater India Fund	Asia Pacific Equities	May 1, 1994	1.57%	-14.87%	7.64%	16.99%	1
ETGLX	Eventide Gilead Fund	Mid Cap Growth Equities	Jul 8, 2008	1.31%	-5.93%	11.84%	13.38%	52
ETHSX	Eaton Vance Worldwide Health Sciences Fund	Health & Biotech Equities	Jul 25, 1985	1.20%	-5.80%	7.48%	7.82%	5
ETHYX	Eaton Vance High Yield Municipal Income Fund	High Yield Muni	Aug 6, 1995	0.73%	0.51%	2.88%	4.44%	15
ETIDX	Eventide Dividend Opportunities Fund	Mid Cap Blend Equities	Sep 29, 2017	0.95%	6.13%	—	3.37%	25
ETIEX	Eventide Exponential Technologies Fund	Technology Equities	Jun 29, 2020	1.43%	-10.12%	—	0.00%	11
ETIHX	Eventide Healthcare & Life Sciences Fund	Health & Biotech Equities	Dec 26, 2012	1.30%	-3.97%	12.92%	0.00%	95
ETIIX	Parametric TABS Intermediate-Term Municipal Bond F...	Municipal Bonds	Jan 31, 2010	0.53%	-0.09%	2.25%	3.45%	39
ETILX	Eventide Gilead Class I	Mid Cap Growth Equities	—	1.11%	-5.90%	12.07%	12.82%	53

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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