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
FMTIX	Franklin Moderate Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	6.89%	8.10%	4.53%	60
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	Sep 25, 2003	1.00%	6.51%	6.10%	1.42%	93
FMUEX	RBB Free Market U.S. Equity Fund	Mid Cap Value Equities	Dec 31, 2007	0.78%	19.52%	11.81%	1.57%	87
FMUSX	Federated Hermes Municipal Ultra Short Fund	Municipal Bonds	Oct 23, 2000	0.36%	0.72%	1.63%	1.46%	95
FMWIX	Fidelity Moderate with Income Allocation Fund	Diversified Portfolio	Feb 8, 2022	0.10%	4.12%	—	3.07%	69
FNARX	Fidelity Natural Resources Fund	Energy Equities	Mar 3, 1997	0.82%	13.45%	9.65%	1.94%	50
FNBCX	Fidelity Advisor Limited Term Bond Fund Class C	Total Bond Market	Nov 3, 1997	1.53%	0.26%	1.23%	2.77%	35
FNBGX	Fidelity Long-Term Treasury Bond Index Fund	Government Bonds	Dec 20, 2005	0.03%	1.56%	—	3.62%	9
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	Sep 25, 2003	0.29%	11.45%	19.07%	0.46%	45
FNDSX	Fidelity Sustainability Bond Index Fund	Total Bond Market	Jun 19, 2018	0.10%	0.86%	—	3.63%	24
FNGAX	Franklin International Growth Fund Class A	Foreign Large Cap Equities	Jun 3, 2008	1.12%	-0.23%	6.59%	3.17%	2
FNGLX	Fidelity Advisor Freedom 2060 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	12.32%	—	6.09%	58
FNGZX	Franklin International Growth Fund	Foreign Large Cap Equities	Jun 2, 2008	0.86%	-0.17%	6.68%	3.38%	2
FNIAX	Fidelity Advisor New Insights Fund Class A	Large Cap Growth Equities	Jul 31, 2003	0.93%	11.28%	16.59%	8.40%	45
FNICX	Fidelity Advisor New Insights Fund Class C	Large Cap Growth Equities	Jul 31, 2003	1.70%	10.88%	15.70%	12.32%	42
FNIDX	Fidelity International Sustainability Index Fd	Foreign Large Cap Equities	May 9, 2017	0.20%	10.55%	—	2.54%	39
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	—	0.00%	9.14%	—	0.93%	56
FNITX	Fidelity Advisor New Insights Fund Class M	Large Cap Growth Equities	Jul 31, 2003	1.18%	11.16%	16.46%	9.21%	44
FNJHX	Fidelity New Jersey Municipal Income Fund	Municipal Bonds	Jan 1, 1988	0.47%	1.66%	2.52%	2.72%	73
FNJZX	Franklin NJ Tax Free Income Adv	Municipal Bonds	Jan 7, 2010	0.58%	2.37%	1.96%	3.01%	85

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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