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
ETIMX	Eventide Multi-Asset Income Fund	Diversified Portfolio	Jul 14, 2015	0.82%	3.64%	7.61%	6.22%	42
ETIRX	Eventide Core Bond Fund	Intermediate Core Bond	Jul 30, 2020	0.58%	-0.03%	—	4.16%	51
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	Jul 31, 2007	0.01%	-6.30%	8.15%	9.67%	8
ETMDX	Eaton Vance Maryland Municipal Income Fund	Municipal Bonds	Dec 9, 1993	0.68%	0.05%	1.99%	3.21%	34
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	Sep 25, 1997	1.11%	-2.19%	7.67%	7.20%	2
ETMNX	Eaton Vance Minnesota Municipal Income Fund	Municipal Bonds	Dec 8, 1993	0.66%	-0.14%	1.78%	3.27%	23
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.69%	0.08%	2.09%	3.40%	39
ETNCX	Eaton Vance North Carolina Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.66%	-0.08%	1.83%	3.26%	30
ETNJX	Eaton Vance New Jersey Municipal Income Fund	Municipal Bonds	Apr 12, 1994	0.69%	0.21%	2.19%	3.39%	27
ETNYX	Eaton Vance New York Municipal Income Fund	Municipal Bonds	Apr 14, 1994	0.68%	0.07%	1.99%	3.67%	15
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	Apr 30, 2004	2.56%	-8.74%	11.21%	7.64%	37
ETOHX	Eaton Vance Ohio Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.70%	-0.15%	1.97%	3.46%	22
ETORX	Eaton Vance Oregon Municipal Income Fund	Municipal Bonds	Dec 27, 1993	0.66%	0.16%	2.14%	3.39%	39
ETPAX	Eaton Vance Pennsylvania Municipal Income Fund	Municipal Bonds	May 31, 1994	0.68%	0.08%	1.81%	3.71%	24
ETSIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	Jan 23, 1998	1.46%	1.04%	4.71%	7.07%	97
ETTGX	Eaton Vance Tax Managed Growth 1.1 Fund	Large Cap Growth Equities	Mar 28, 1996	0.73%	-4.80%	13.59%	3.13%	34
ETVAX	Eaton Vance Virginia Municipal Income Fund	Municipal Bonds	Dec 16, 1993	0.69%	0.24%	1.87%	3.37%	37
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	Nov 27, 2006	1.06%	-7.42%	11.71%	8.55%	9
EUGDX	Morgan Stanley Europe Opportunity Fund Inc.	Europe Equities	Jul 27, 1997	1.05%	-12.41%	6.51%	0.71%	2
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	Oct 27, 1992	1.53%	-8.12%	4.88%	1.73%	4

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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