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
FGRMX	Fidelity Advisor High Income Fund Class M	High Yield Bonds	Dec 4, 2018	1.00%	0.22%	—	5.68%	92
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	Oct 21, 2008	0.78%	0.73%	13.43%	11.31%	84
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	Dec 28, 1998	0.61%	-0.74%	15.64%	3.92%	95
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 23, 1984	1.15%	-5.34%	14.29%	5.20%	28
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	Aug 23, 1984	0.85%	-5.51%	14.42%	4.83%	20
FGSKX	Federated Hermes MDT Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 12, 2006	0.84%	-5.52%	14.39%	5.68%	19
FGSMX	Fidelity Advisor High Income Fund Class C	High Yield Bonds	Dec 4, 2018	1.76%	0.10%	—	4.99%	88
FGTAX	Fidelity Advisor Mega Cap Stock Fund Class A	Large Cap Blend Equities	Feb 5, 2008	0.90%	-0.82%	15.40%	3.75%	94
FGTIX	Franklin Growth Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.66%	-1.20%	9.56%	9.09%	78
FGTKX	Fidelity Freedom 2030 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.46%	0.93%	—	5.70%	86
FGTMX	Fidelity Advisor High Income Fund Class I	High Yield Bonds	Dec 4, 2018	0.72%	0.26%	—	5.90%	92
FGUMX	Fidelity Advisor High Income Fund Class Z	High Yield Bonds	Dec 4, 2018	0.64%	0.28%	—	6.00%	93
FGUSX	Federated Hermes Government Ultrashort Fund	Ultrashort Bond	Jul 10, 1997	0.26%	0.58%	—	4.15%	99
FGVMX	Fidelity Advisor New Markets Income Fund Class A	Emerging Markets Bonds	Dec 4, 2018	1.13%	-0.26%	—	4.36%	86
FGWMX	Fidelity Advisor New Markets Income Fund Class M	Emerging Markets Bonds	Dec 4, 2018	1.13%	-0.26%	—	4.37%	86
FGYMX	Fidelity Advisor New Markets Income Fund Class C	Emerging Markets Bonds	Dec 4, 2018	1.86%	-0.38%	—	3.70%	82
FGZMX	Fidelity Advisor New Markets Income Fund Class I	Emerging Markets Bonds	Dec 4, 2018	0.83%	-0.22%	—	4.59%	87
FHABX	Fidelity Advisor Freedom Blend 2010 Fund Class A	Target Retirement Date	Aug 31, 2018	0.66%	0.56%	—	2.65%	77
FHAEX	Fidelity Freedom Blend 2030 Fund Class K	Target Retirement Date	Aug 31, 2018	0.36%	0.39%	—	2.99%	73
FHAHX	Fidelity Advisor Freedom Blend Income Fund Class Z	Target Retirement Date	Aug 31, 2018	0.31%	0.59%	—	3.19%	79

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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