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
FMCDX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Sep 3, 1996	1.05%	21.49%	12.65%	7.06%	69
FMCEX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Nov 3, 1997	1.84%	21.06%	11.82%	7.83%	68
FMCKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	2.11%	24.61%	11.59%	0.56%	85
FMCSX	Fidelity Mid-Cap Stock Fund	Mid Cap Blend Equities	Mar 29, 1994	0.85%	19.54%	13.49%	5.19%	69
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	Nov 5, 1992	0.57%	16.28%	11.74%	9.15%	76
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	Jul 11, 2019	0.05%	3.71%	—	1.79%	5
FMDTX	Franklin Maryland Tax Free Income Fund	Municipal Bonds	Oct 2, 1988	0.72%	2.40%	1.67%	3.43%	78
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	Dec 31, 2007	0.68%	1.30%	1.25%	3.12%	78
FMFMX	Fidelity Advisor Series Equity Growth Fund	Large Cap Growth Equities	Jun 6, 2014	0.00%	9.00%	19.33%	13.34%	23
FMGAX	Fidelity Advisor Mortgage Securities Fund Class A	Total Bond Market	Mar 3, 1997	0.79%	1.11%	0.87%	3.53%	31
FMGIX	Frontier MFG Core Infrastructure Fund	Energy Equities	Jan 17, 2012	0.50%	11.08%	10.40%	30.01%	45
FMGKX	Fidelity Magellan Fund Class K	Large Cap Growth Equities	May 9, 2008	0.62%	3.80%	15.70%	6.64%	6
FMHTX	Fidelity Michigan Municipal Income Fund	Municipal Bonds	Nov 12, 1985	0.48%	1.64%	1.95%	2.88%	77
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	Sep 25, 1996	1.10%	12.09%	11.66%	5.10%	88
FMIFX	FMI International Fund II - Currency Unhedged Inst...	Foreign Large Cap Equities	Dec 31, 2019	0.90%	2.88%	—	5.88%	7
FMIHX	FMI Large Cap Fund	Large Cap Blend Equities	Dec 31, 2001	0.82%	3.53%	9.89%	15.30%	7
FMIJX	FMI International Fund	Foreign Large Cap Equities	Dec 31, 2010	0.94%	5.40%	6.19%	12.42%	11
FMILX	Fidelity New Millennium Fund	Large Cap Value Equities	Dec 28, 1992	0.59%	11.45%	15.56%	0.00%	26
FMIMX	FMI Common Stock Fund	Mid Cap Blend Equities	Dec 18, 1981	1.01%	16.48%	12.48%	11.37%	16
FMINX	Franklin Minnesota Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.69%	1.43%	1.66%	3.19%	71

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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