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
FMISX	Franklin Massachusetts Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.74%	2.01%	1.48%	3.13%	81
FMITX	Nuveen Michigan Municipal Bond Fund	Municipal Bonds	Jun 26, 1985	0.78%	1.49%	1.38%	2.99%	74
FMIUX	FMI Common Stock Fund Institutional Class	Small Cap Value Equities	Oct 31, 2016	0.84%	16.55%	—	11.52%	17
FMIYX	FMI International Fund Class I	Foreign Large Cap Equities	Dec 31, 2010	0.80%	5.45%	—	12.51%	12
FMKFX	Fidelity Magellan K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	3.87%	—	6.35%	7
FMNDX	Fidelity Conservative Income Municipal Bond Fund I...	Municipal Bonds	Oct 15, 2013	0.25%	1.01%	1.59%	2.58%	98
FMNEX	RBB Free Market International Equity Fund	Foreign Small & Mid Cap Equities	Dec 30, 2007	0.56%	9.27%	10.34%	4.29%	60
FMOTX	Nuveen Missouri Municipal Bond Fund	Municipal Bonds	Aug 2, 1987	0.75%	1.87%	2.00%	3.22%	85
FMPAX	Fidelity Advisor Mid Cap Value Fund Class A	Mid Cap Value Equities	Feb 13, 2007	0.86%	24.34%	11.95%	6.29%	84
FMPEX	Fidelity Advisor Mid Cap Value Fund Class C	Mid Cap Value Equities	Feb 13, 2007	1.62%	23.88%	12.21%	6.15%	83
FMPOX	Fidelity Advisor Mid Cap Value Fund Class I	Mid Cap Value Equities	Feb 13, 2007	0.59%	24.49%	12.26%	6.30%	85
FMRAX	Fidelity Managed Retirement 2030	Target Retirement Date	Aug 16, 2019	0.48%	4.99%	—	2.73%	69
FMRDX	Fidelity Advisor Managed Retirement 2030 Fund Clas...	Target Retirement Date	Aug 16, 2019	0.48%	5.06%	—	2.73%	69
FMREX	Fidelity Managed Retirement 2030 Fund Class K	Target Retirement Date	Aug 16, 2019	0.38%	5.11%	—	2.83%	73
FMRFX	Fidelity Managed Retirement 2030 Fund Class K6	Target Retirement Date	Aug 16, 2019	0.28%	5.15%	—	2.85%	72
FMSAX	Fidelity Advisor Mortgage Securities Fund Class M	Total Bond Market	Mar 3, 1997	0.79%	1.12%	0.87%	3.54%	32
FMSCX	Fidelity Advisor Mortgage Securities Fund Class I	Total Bond Market	Mar 3, 1997	0.51%	1.21%	1.13%	3.74%	35
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	Sep 9, 2015	0.78%	4.66%	—	3.27%	35
FMSFX	Fidelity Mortgage Securities Fund	Total Bond Market	Dec 31, 1984	0.45%	1.37%	1.30%	3.89%	36
FMSGX	Frontier MFG Global Sustainable Fund	Global Equities	Oct 8, 2019	0.80%	-2.31%	—	9.06%	8

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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