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
FKRVX	Fidelity Managed Retirement 2020 Fund Class K	Target Retirement Date	Aug 1, 2019	0.37%	2.00%	—	2.77%	75
FKSAX	Franklin Core Plus Bond Fund Advisor Class	Intermediate Core-Plus Bond	Aug 12, 1999	0.47%	0.26%	3.07%	4.31%	25
FKSTX	Nuveen Kansas Municipal Bond Fund	Municipal Bonds	Jan 8, 1992	0.78%	0.85%	1.92%	2.88%	33
FKTFX	Franklin California Tax Free Income Fund	Municipal Bonds	Jan 30, 1977	0.62%	0.46%	2.36%	3.77%	45
FKTIX	Franklin Federal Tax Free Income Fund	Municipal Bonds	Oct 6, 1983	0.64%	0.62%	2.11%	3.76%	48
FKUQX	Franklin Utilities Fund Class A	Utilities Equities	Sep 30, 1948	0.81%	12.16%	—	7.26%	53
FKUSX	Franklin U.S. Government Securities Fund	Government Bonds	May 28, 1970	0.76%	0.77%	0.76%	3.13%	21
FKUTX	Franklin Utilities Fund	Utilities Equities	Sep 29, 1948	0.72%	13.15%	10.65%	7.28%	52
FKYTX	Nuveen Kentucky Municipal Bond Fund	Municipal Bonds	May 3, 1987	0.77%	0.42%	1.64%	3.14%	22
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	Oct 2, 1988	0.66%	0.67%	1.86%	4.26%	21
FLACX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	1.75%	1.68%	13.43%	4.29%	80
FLAPX	Fidelity Flex Mid Cap Index Fund	Mid Cap Blend Equities	Mar 9, 2017	0.00%	8.15%	—	0.00%	54
FLARX	Victory Pioneer Floating Rate Fund Class A	Bank Loan	Feb 23, 2007	1.08%	-0.16%	3.70%	6.52%	79
FLBDX	Meeder Tactical Income Fund	Nontraditional Bonds	Jun 29, 2011	1.11%	0.89%	3.21%	4.58%	83
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	Aug 29, 2003	1.64%	-1.86%	5.41%	7.24%	24
FLCCX	Fidelity Advisor Large Cap Fund Class C	Large Cap Value Equities	Nov 3, 1997	1.57%	0.00%	13.73%	6.79%	51
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	Mar 20, 1985	1.62%	0.06%	10.46%	8.43%	73
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	May 9, 2008	0.65%	3.48%	14.19%	4.53%	63
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	May 25, 2017	0.45%	-0.39%	—	11.53%	39
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	Jun 7, 2016	0.04%	6.52%	—	1.42%	62

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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