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
FFRIX	Fidelity Advisor Floating Rate High Income Fund Cl...	High Yield Bonds	Aug 16, 2000	0.72%	-0.62%	4.86%	6.71%	73
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	Dec 2, 2010	0.68%	-0.60%	3.43%	5.60%	91
FFRTX	Fidelity Advisor Floating Rate High Income Fund Cl...	High Yield Bonds	Aug 16, 2000	0.99%	-0.66%	4.60%	6.48%	70
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	Jun 28, 2019	0.65%	0.51%	—	3.66%	74
FFSFX	Fidelity Freedom 2065 Fund	Target Retirement Date	Jun 28, 2019	0.75%	0.51%	—	3.67%	74
FFSIX	Fidelity Advisor Financial Services Fund Class I	Financials Equities	Sep 3, 1996	0.76%	-6.72%	13.39%	7.44%	10
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	Jun 28, 2019	0.50%	0.57%	—	3.80%	75
FFTFX	Franklin Federal Limited-Term Tax-Free Income Fund	Municipal Bonds	Sep 1, 2003	0.55%	0.24%	1.71%	2.77%	84
FFTHX	Fidelity Freedom 2035 Fund	Target Retirement Date	Nov 6, 2003	0.71%	0.62%	10.02%	5.00%	76
FFTMX	Fidelity Advisor Asset Manager 50% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.16%	0.05%	6.73%	6.85%	71
FFTWX	Fidelity Freedom 2025 Fund	Target Retirement Date	Nov 6, 2003	0.62%	0.60%	7.79%	6.40%	76
FFTYX	AB Sustainable US Thematic Portfolio	Large Cap Growth Equities	Jun 28, 2017	0.66%	—	—	0.00%	—
FFVAX	Fidelity Advisor Freedom 2015 Fund Class A	Target Retirement Date	Nov 6, 2003	0.79%	0.45%	5.98%	6.78%	74
FFVCX	Fidelity Advisor Freedom 2015 Fund Class C	Target Retirement Date	Nov 6, 2003	1.54%	0.28%	5.26%	6.00%	66
FFVFX	Fidelity Freedom 2015 Fund	Target Retirement Date	Nov 6, 2003	0.54%	0.74%	6.33%	6.43%	80
FFVIX	Fidelity Advisor Freedom 2015 Fund Class I	Target Retirement Date	Nov 6, 2003	0.54%	0.54%	6.22%	6.89%	76
FFVTX	Fidelity Advisor Freedom 2015 Fund Class M	Target Retirement Date	Nov 6, 2003	1.04%	0.37%	5.74%	6.54%	72
FFWTX	Fidelity Freedom Index 2010 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	0.30%	5.26%	4.55%	79
FFXSX	Fidelity Limited Term Government Fund	Government Bonds	Nov 10, 1986	0.45%	-0.11%	1.29%	3.04%	77
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	Precious Metals	Apr 30, 2010	0.62%	7.89%	18.91%	9.09%	95

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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