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
FGATX	Nuveen Georgia Municipal Bond Fund	Municipal Bonds	Mar 26, 1986	0.83%	0.08%	1.31%	3.20%	21
FGBAX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	Aug 27, 2002	0.75%	-0.14%	1.93%	3.30%	29
FGBCX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	Aug 27, 2002	1.53%	-0.26%	1.20%	2.60%	19
FGBFX	Fidelity Global Credit Fund	Global Bonds	May 22, 2012	0.70%	—	—	1.86%	—
FGBMX	Fidelity Advisor New Markets Income Fund Class Z	Emerging Markets Bonds	Dec 4, 2018	0.73%	-0.20%	—	4.67%	87
FGBPX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	Aug 27, 2002	0.49%	-0.09%	2.16%	3.53%	29
FGBRX	Templeton Global Bond Fund - Class R	Global Bonds	Feb 2, 2009	1.24%	-0.91%	-0.48%	4.99%	48
FGBTX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	Aug 27, 2002	0.75%	-0.13%	1.91%	3.30%	26
FGBYX	Fidelity Advisor Global Credit Fund Class C	Global Bonds	May 22, 2012	1.70%	—	—	1.39%	—
FGCKX	Fidelity Growth Company K	Large Cap Growth Equities	May 15, 2008	0.65%	-0.64%	20.70%	0.00%	73
FGCSX	Federated Hermes Short-Interm Total Ret Bd Fd	Short-Term Bond	Sep 2, 2005	0.63%	-0.27%	1.90%	3.49%	82
FGDDX	Fidelity Advisor Dividend Growth Fund Class A	Large Cap Blend Equities	Apr 27, 1993	1.16%	—	—	0.00%	—
FGDIX	Fidelity Advisor Gold Fund Class I	Precious Metals	Dec 12, 2006	0.76%	12.77%	15.44%	1.86%	92
FGDKX	Fidelity Growth Discovery Fund Class K	Large Cap Growth Equities	May 9, 2008	0.68%	-4.13%	17.34%	1.72%	39
FGDMX	Fidelity Advisor Communication Services Class A	Communications Equities	Nov 30, 2018	1.03%	-5.59%	—	8.11%	70
FGEAX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.15%	-4.54%	11.89%	10.13%	32
FGEMX	Fidelity Advisor Communication Services Class M	Communications Equities	Nov 30, 2018	1.27%	-5.66%	—	7.72%	69
FGETX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.41%	-4.59%	11.70%	11.07%	32
FGFAX	Federated Hermes International Leaders Fund	Foreign Large Cap Equities	Sep 30, 1998	1.23%	-0.18%	8.86%	9.05%	76
FGHMX	Fidelity Advisor Communication Services Class C	Communications Equities	Nov 30, 2018	1.78%	-5.78%	—	7.61%	67

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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