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
EWHYX	Eaton Vance High Yield Municipal Income Fund Class...	High Yield Muni	May 9, 2007	0.18%	0.75%	—	4.71%	17
EWMCX	Evercore Equity Fund	Large Cap Growth Equities	Dec 24, 1945	0.96%	-4.09%	13.36%	5.61%	20
EXBAX	Manning & Napier Pro-Blend Moderate Term Series	Diversified Portfolio	Sep 14, 1993	1.07%	-3.04%	5.29%	5.95%	16
EXCPX	Manning & Napier Unconstrained Bond Series	Nontraditional Bonds	Apr 20, 2005	0.72%	0.26%	3.02%	4.31%	88
EXCRX	Manning & Napier Core Bond Series	Intermediate Core Bond	Apr 21, 2005	0.65%	0.16%	1.59%	4.25%	27
EXDAX	Manning & Napier Pro-Blend Conservative Term Serie...	Diversified Portfolio	Oct 31, 1995	0.88%	-1.49%	4.27%	3.17%	32
EXDVX	Manning & Napier Divrs Tax Exempt Series Fund	Municipal Bonds	Feb 13, 1994	0.63%	-0.40%	1.43%	2.18%	42
EXEYX	Manning & Napier Equity Series	Large Cap Growth Equities	May 1, 1998	1.05%	-10.28%	11.83%	12.55%	6
EXFLX	Eaton Vance National Ultra-Short Municipal Income ...	Municipal Bonds	Jun 26, 1996	0.50%	0.41%	1.57%	2.82%	97
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	Feb 27, 2007	1.07%	-5.49%	10.00%	8.94%	41
EXHAX	Manning & Napier Pro-Blend Maximum Term Series	Diversified Portfolio	Oct 31, 1995	1.10%	-6.25%	9.38%	11.33%	12
EXOSX	Manning & Napier Overseas Series	Foreign Large Cap Equities	Jul 9, 2002	0.75%	-3.31%	6.88%	1.17%	13
EZMAX	Eaton Vance Short Duration Municipal Opportunities...	Municipal Bonds	Dec 7, 1993	1.41%	-0.16%	1.43%	2.32%	50
EZNAX	Eaton Vance National Limited Maturity Municipal In...	Municipal Bonds	Dec 7, 1993	1.41%	-0.19%	1.12%	2.46%	42
EZNYX	Eaton Vance New York Municipal Opportunities Fund	Municipal Bonds	Dec 7, 1993	1.56%	-0.22%	1.21%	2.72%	20
FAAIX	Fidelity Advisor Asset Manager 70% Fund Class I	Diversified Portfolio	Sep 23, 2008	0.70%	0.13%	9.04%	7.26%	71
FAASX	Fidelity Advisor Asset Manager 70% Fund Class A	Diversified Portfolio	Sep 23, 2008	0.97%	0.03%	8.80%	7.07%	70
FABZX	Franklin K2 Alternative Strategies Fund	Multistrategy	Oct 10, 2013	1.95%	2.43%	4.21%	6.86%	97
FACDX	Fidelity Advisor Health Care Fund Class A	Health & Biotech Equities	Sep 3, 1996	0.97%	-5.52%	8.64%	14.06%	14
FACFX	Fidelity Advisor Freedom 2010 Fund Class A	Target Retirement Date	Jul 24, 2003	0.74%	0.54%	5.27%	4.92%	77

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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