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
FLRFX	Franklin LifeSmart 2025 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.23%	1.97%	7.39%	8.57%	64
FLRHX	Franklin LifeSmart 2035 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.24%	2.37%	9.23%	7.28%	66
FLRLX	Franklin LifeSmart 2045 Retirement Target Fund	Target Retirement Date	Jul 31, 2006	0.25%	2.73%	10.54%	6.56%	66
FLROX	Franklin LifeSmart 2020™ Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.22%	1.68%	6.30%	5.88%	64
FLRUX	Meeder Conservative Allocation Fund	Diversified Portfolio	Jun 20, 1995	1.21%	1.01%	5.37%	3.68%	47
FLRYX	Nuveen Large Cap Select Fund	Large Cap Blend Equities	Jan 31, 2003	0.80%	0.27%	13.99%	7.01%	51
FLRZX	Franklin LifeSmart 2030 Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.23%	2.21%	8.33%	5.60%	66
FLSHX	Franklin LifeSmart 2040 Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.25%	2.64%	10.01%	6.08%	67
FLSOX	Franklin LifeSmart 2050 Retirement Target Fund	Target Retirement Date	Jun 30, 2013	0.25%	2.85%	10.89%	6.15%	66
FLSPX	Meeder Spectrum Fund	Long-Short	Jan 1, 2015	1.52%	2.00%	10.07%	4.44%	57
FLTDX	Nuveen Limited Term Municipal Bond Fund	Municipal Bonds	Oct 18, 1987	0.60%	0.41%	1.81%	2.73%	60
FLTKX	Franklin LifeSmart 2055 Retirement Target Fund	Target Retirement Date	Apr 30, 2015	0.24%	2.90%	10.77%	5.69%	65
FLTMX	Fidelity Intermediate Municipal Income Fund	Municipal Bonds	Apr 15, 1977	0.32%	0.31%	2.17%	3.08%	65
FLUAX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.06%	3.81%	10.96%	9.50%	61
FLUEX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.88%	3.58%	10.07%	9.00%	57
FLUIX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	0.75%	3.88%	11.26%	9.50%	62
FLUTX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.32%	3.73%	10.65%	9.26%	60
FLUVX	Fidelity Advisor Municipal Income Fund Class M	Municipal Bonds	Mar 1, 2018	0.76%	0.43%	—	2.73%	57
FLVCX	Fidelity Leveraged Company Stock Fund	Large Cap Blend Equities	Dec 19, 2000	0.74%	4.35%	14.17%	4.53%	49
FLXSX	Fidelity Flex Small Cap Index Fund	Small Cap Blend Equities	Mar 9, 2017	0.00%	6.31%	—	0.00%	41

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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