Mutual Fund Screener

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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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FKUSX	Franklin U.S. Government Securities Fund	Government Bonds	May 28, 1970	0.76%	1.05%	0.72%	3.16%	22
FKUTX	Franklin Utilities Fund	Utilities Equities	Sep 29, 1948	0.72%	11.99%	9.83%	7.39%	36
FKYTX	Nuveen Kentucky Municipal Bond Fund	Municipal Bonds	May 3, 1987	0.77%	1.20%	1.58%	2.91%	69
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	Oct 2, 1988	0.66%	1.41%	1.66%	3.88%	58
FLACX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	1.75%	12.69%	14.65%	3.87%	76
FLAPX	Fidelity Flex Mid Cap Index Fund	Mid Cap Blend Equities	Mar 9, 2017	0.00%	17.38%	—	0.00%	65
FLARX	Victory Pioneer Floating Rate Fund Class A	Bank Loan	Feb 23, 2007	1.08%	1.44%	3.72%	6.98%	83
FLBDX	Meeder Tactical Income Fund	Nontraditional Bonds	Jun 29, 2011	1.11%	2.28%	3.14%	4.11%	92
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	Aug 29, 2003	1.64%	-0.13%	4.71%	7.42%	14
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	Mar 20, 1985	1.62%	5.55%	10.90%	7.82%	35
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	May 9, 2008	0.65%	20.37%	16.23%	3.90%	44
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	May 25, 2017	0.45%	6.23%	—	10.81%	23
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	Jun 7, 2016	0.04%	16.33%	—	0.90%	87
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	Large Cap Blend Equities	Feb 2, 2016	0.02%	8.04%	15.62%	0.52%	51
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	Jun 22, 1995	0.75%	8.15%	15.80%	9.13%	61
FLDAX	Franklin Low Duration Total Return Fund	Short-Term Bond	Nov 17, 2004	0.71%	0.71%	2.32%	4.24%	74
FLDFX	Meeder Balanced Fund	Tactical Allocation	Jan 30, 2006	1.39%	7.25%	9.12%	3.00%	57
FLDGX	Meeder Dynamic Allocation Fund	Diversified Portfolio	Feb 28, 2000	1.32%	10.04%	13.56%	6.61%	53
FLDOX	Meeder Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2015	1.36%	5.49%	7.85%	2.99%	54
FLFAX	Fidelity Advisor Latin America Fund Class A	Latin America Equities	Sep 28, 2010	1.33%	—	—	0.00%	—

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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