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
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	Large Cap Blend Equities	Feb 2, 2016	0.02%	0.04%	14.75%	0.56%	52
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	Jun 22, 1995	0.54%	3.05%	15.22%	6.30%	77
FLDAX	Franklin Low Duration Total Return Fund	Short-Term Bond	Nov 17, 2004	0.71%	0.10%	2.34%	3.93%	66
FLDFX	Meeder Balanced Fund	Tactical Allocation	Jan 30, 2006	1.39%	2.00%	8.54%	3.44%	52
FLDGX	Meeder Dynamic Allocation Fund	Diversified Portfolio	Feb 28, 2000	1.32%	3.15%	12.69%	7.32%	55
FLDOX	Meeder Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2015	1.36%	1.48%	7.45%	3.56%	50
FLFAX	Fidelity Advisor Latin America Fund Class A	Latin America Equities	Sep 28, 2010	1.33%	—	—	0.00%	—
FLFGX	Meeder Global Allocation Fund	Global Allocation	Jan 30, 2006	1.81%	3.65%	9.16%	13.66%	58
FLIAX	First Sentier American Listed Infrastructure Fund	Energy Equities	Dec 28, 2020	0.75%	15.43%	—	0.00%	9
FLIFX	Fidelity Freedom Index 2015 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	1.65%	6.29%	5.33%	66
FLIIX	First Sentier Global Listed Infrastructure Fund	Energy Equities	Feb 27, 2017	0.95%	12.67%	—	0.00%	23
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	May 26, 2017	0.50%	5.38%	—	6.99%	50
FLMFX	Meeder Muirfield Fund	Tactical Allocation	Aug 9, 1988	1.20%	2.21%	11.20%	5.34%	51
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	6.20%	10.50%	19.93%	33
FLNCX	Nuveen North Carolina Municipal Bond Fund	Municipal Bonds	Mar 26, 1986	0.76%	0.69%	1.45%	3.06%	46
FLOTX	Donoghue Forlines Risk Managed Income Fund	Bank Loan	Dec 26, 2017	1.07%	-1.43%	—	6.86%	39
FLOWX	Fidelity Water Sustainability Fund	Energy Equities	Apr 21, 2020	1.00%	7.70%	—	2.72%	50
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	May 9, 2008	0.74%	5.49%	10.85%	12.64%	51
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	Dec 27, 1989	0.82%	5.46%	10.77%	12.60%	52
FLRDX	Franklin LifeSmart Retirement Income Fund	Target Retirement Date	Jul 31, 2006	0.05%	1.47%	5.18%	4.75%	60

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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