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
FLFGX	Meeder Global Allocation Fund	Global Allocation	Jan 30, 2006	1.81%	10.45%	10.08%	12.50%	50
FLIAX	First Sentier American Listed Infrastructure Fund	Energy Equities	Dec 28, 2020	0.75%	17.16%	—	0.00%	15
FLIFX	Fidelity Freedom Index 2015 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	4.59%	6.53%	4.86%	63
FLIIX	First Sentier Global Listed Infrastructure Fund	Energy Equities	Feb 27, 2017	0.95%	10.62%	—	0.00%	11
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	May 26, 2017	0.50%	11.67%	—	6.60%	45
FLMFX	Meeder Muirfield Fund	Tactical Allocation	Aug 9, 1988	1.20%	9.11%	12.07%	4.82%	53
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	11.34%	10.90%	19.01%	39
FLNCX	Nuveen North Carolina Municipal Bond Fund	Municipal Bonds	Mar 26, 1986	0.76%	1.46%	1.31%	2.82%	67
FLOTX	Donoghue Forlines Risk Managed Income Fund	Bank Loan	Dec 26, 2017	1.07%	-0.77%	—	5.27%	29
FLOWX	Fidelity Water Sustainability Fund	Energy Equities	Apr 21, 2020	1.00%	4.21%	—	2.81%	9
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	May 9, 2008	0.74%	11.71%	11.66%	11.94%	45
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	Dec 27, 1989	0.87%	11.67%	11.57%	11.90%	44
FLRDX	Franklin LifeSmart Retirement Income Fund	Target Retirement Date	Jul 31, 2006	0.05%	3.79%	5.25%	4.74%	56
FLRFX	Franklin LifeSmart 2025 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.23%	5.79%	7.85%	7.80%	57
FLRHX	Franklin LifeSmart 2035 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.24%	7.28%	9.83%	6.69%	58
FLRLX	Franklin LifeSmart 2045 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.25%	8.77%	11.28%	6.17%	57
FLROX	Franklin LifeSmart 2020™ Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.22%	5.00%	6.65%	7.22%	58
FLRUX	Meeder Conservative Allocation Fund	Diversified Portfolio	Jun 20, 1995	1.21%	3.72%	4.91%	2.94%	50
FLRYX	Nuveen Large Cap Select Fund	Large Cap Blend Equities	Jan 31, 2003	0.80%	7.64%	14.93%	6.53%	44
FLRZX	Franklin LifeSmart 2030 Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.23%	6.50%	8.84%	6.07%	57

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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