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
EVDAX	Camelot Event Driven Fund Class A	Event Driven	Nov 21, 2003	2.22%	2.23%	7.16%	0.75%	71
EVDIX	Camelot Event-Driven Fund Institutional Class	Event Driven	Jun 7, 2010	1.74%	2.31%	7.21%	0.88%	75
EVFAX	Eaton Vance Floating-Rate Advantage Fund Class Adv...	Bank Loan	Apr 10, 2008	0.94%	-2.02%	4.81%	7.17%	33
EVFCX	E-Valuator Conservative (15%-30%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.07%	0.10%	—	2.83%	73
EVFGX	E-Valuator Aggressive Growth (85%-99%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.99%	0.37%	—	19.32%	63
EVFMX	E-Valuator Moderate (50%-70%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.00%	0.09%	—	9.18%	66
EVFTX	E-Valuator Conservative/Moderate (30%-50%) RMS Fun...	Diversified Portfolio	May 25, 2016	1.19%	0.18%	—	4.59%	68
EVG	Eaton Vance Short Duration Diversified Income Fund	Multisector Bonds	Feb 28, 2005	0.02%	-0.81%	6.07%	8.42%	12
EVGOX	Eaton Vance Government Opportunities Fund	Government Bonds	Aug 23, 1984	1.05%	-0.06%	1.53%	4.97%	46
EVGRX	E-Valuator Growth (70%-85%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.98%	0.26%	—	19.03%	63
EVIBX	Eaton Vance Income Fund of Boston	High Yield Bonds	Jun 15, 1972	1.00%	-0.90%	5.04%	5.54%	86
EVIFX	Eaton Vance Balanced Fund	Diversified Portfolio	Apr 1, 1932	0.97%	-3.41%	8.78%	5.31%	28
EVMBX	Eaton Vance AMT-Free Municipal Income Fund	Municipal Bonds	Mar 15, 1978	0.54%	0.09%	2.16%	4.02%	18
EVOIX	Altegris Futures Evolution Strategy Fund	Systematic Trend	Oct 30, 2011	1.34%	5.30%	2.83%	10.06%	54
EVSAX	Allspring Disciplined U.S. Core Fund	Large Cap Blend Equities	Feb 28, 1990	0.86%	-3.05%	13.96%	5.72%	56
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	Dividend	Sep 30, 2003	0.01%	-0.85%	10.73%	8.07%	30
EVTMX	Eaton Vance Dividend Builder Fund	Large Cap Blend Equities	Dec 18, 1981	0.99%	1.15%	11.10%	9.16%	19
EVUAX	Allspring Utility and Telecommunications Fund	Utilities Equities	Jan 3, 1994	1.04%	6.17%	11.25%	5.70%	50
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	May 30, 2003	0.04%	-3.42%	5.72%	9.37%	5
EVVCX	E-Valuator Very Conservative (0%-15%) RMS Fund	Diversified Portfolio	May 25, 2016	1.20%	0.10%	—	3.24%	72

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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