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
FNKFX	Fidelity Mid-Cap Stock K6 Fund	Mid Cap Blend Equities	Jun 13, 2019	0.52%	18.97%	—	3.85%	66
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	Dec 6, 2012	0.00%	12.66%	11.64%	7.79%	87
FNMAX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	0.77%	2.09%	1.50%	2.40%	71
FNMIX	Fidelity New Markets Income Fund	Emerging Markets Bonds	—	0.80%	3.96%	3.62%	4.51%	94
FNMTX	Nuveen New Mexico Municipal Bond Fund	Municipal Bonds	Sep 15, 1992	0.84%	2.14%	1.98%	3.06%	88
FNORX	Fidelity Nordic Fund	Foreign Large Cap Equities	Nov 1, 1995	0.92%	6.92%	9.67%	8.18%	12
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	Mar 13, 1973	0.41%	6.39%	—	6.47%	24
FNPIX	ProFunds Financials UltraSector Fund	Leveraged Equities	Jun 18, 2000	1.72%	-4.33%	14.65%	0.00%	4
FNSBX	Fidelity Freedom 2050 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	13.33%	—	5.29%	71
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	13.47%	—	4.99%	71
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	13.50%	—	4.91%	70
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	Jul 20, 2017	0.42%	4.93%	—	2.97%	72
FNSOX	Fidelity Short-Term Bond Index Fund	Total Bond Market	Oct 18, 2017	0.03%	0.37%	—	3.31%	45
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	Nov 5, 2019	1.00%	11.45%	—	3.76%	49
FNTYX	Nuveen Nebraska Municipal Bond Fund	Municipal Bonds	Feb 27, 2001	0.67%	1.87%	1.39%	2.81%	81
FNWFX	American Funds New World Fund Class F-3	Emerging Markets Diversified	Jun 17, 1999	0.57%	15.70%	—	5.26%	56
FNYCX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	1.50%	1.79%	0.84%	1.78%	66
FNYPX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	0.74%	2.10%	1.55%	2.44%	71
FNYTX	Franklin New York Tax Free Income Fund	Municipal Bonds	Sep 12, 1982	0.66%	2.54%	1.70%	3.22%	78
FOBAX	Tributary Balanced Fund	Diversified Portfolio	Aug 5, 1996	0.96%	2.62%	8.79%	9.62%	32

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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