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
FJTKX	Fidelity Freedom 2045 Fund Class K6	Target Retirement Date	Jun 1, 2006	0.50%	4.48%	—	4.40%	86
FJTMX	Fidelity Advisor Freedom Blend 2030 Fund Class C	Target Retirement Date	Aug 31, 2018	1.46%	2.64%	—	2.12%	75
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	Dec 18, 2002	1.36%	-1.25%	13.00%	20.96%	41
FKCIX	Franklin California Intermediate-Term Tax-Free Inc...	Municipal Bonds	Sep 20, 1992	0.59%	0.28%	1.70%	3.40%	36
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	Jan 2, 1968	0.79%	-5.68%	16.67%	11.84%	34
FKEMX	Fidelity Emerging Markets K	Emerging Markets Equities	May 9, 2008	0.77%	7.87%	10.93%	0.06%	85
FKGLX	Fidelity Advisor Freedom 2040 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	3.72%	—	7.13%	72
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	Apr 1, 1948	0.79%	-1.11%	13.49%	14.53%	59
FKICX	Fidelity Small Cap Stock K6 Fund	Small Cap Blend Equities	May 25, 2017	0.60%	3.15%	—	22.92%	42
FKIDX	Fidelity Diversified International K6 Fund	Foreign Large Cap Equities	May 25, 2017	0.60%	6.15%	—	2.08%	64
FKIFX	Fidelity Freedom Index 2010 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	1.41%	5.26%	4.46%	81
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	—	0.62%	3.83%	7.74%	5.52%	94
FKIQX	Franklin Income Fund Class A	Diversified Portfolio	Sep 10, 2018	0.71%	3.35%	—	5.01%	92
FKISX	Fidelity Advisor Municipal Income Fund Class C	Municipal Bonds	Mar 1, 2018	1.52%	0.31%	—	2.00%	25
FKITX	Franklin Federal Intermediate-Term Tax-Free Income...	Municipal Bonds	Sep 20, 1992	0.56%	0.55%	1.81%	3.36%	48
FKLAX	Franklin Louisiana Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.74%	0.52%	1.76%	3.17%	15
FKMCX	Fidelity Mid-Cap Stock Fund Class K	Mid Cap Blend Equities	May 9, 2008	0.76%	10.11%	12.33%	1.68%	80
FKNIX	Franklin New York Intermediate Tax-Free Income Fun...	Municipal Bonds	Sep 20, 1992	0.70%	0.54%	1.61%	2.74%	49
FKRCX	Franklin Gold and Precious Metals Fund	Precious Metals	May 18, 1969	0.88%	13.44%	18.36%	9.47%	89
FKRFX	Fidelity Managed Retirement 2025 Fund Class K	Target Retirement Date	Aug 1, 2019	0.38%	2.22%	—	2.64%	70

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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