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
FLYRX	Pioneer Floating Rate Fund	Bank Loan	Feb 13, 2007	0.75%	-0.10%	3.95%	6.80%	87
FMACX	American Funds AMCAP Fund® Class F-3	Large Cap Growth Equities	Aug 1, 2008	0.34%	-3.07%	—	8.89%	27
FMAGX	Fidelity Magellan Fund	Large Cap Growth Equities	May 2, 1963	0.68%	-1.40%	14.49%	14.10%	22
FMAMX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	0.96%	2.71%	14.12%	4.37%	68
FMBIX	Fidelity Municipal Bond Index Fund	Municipal Bonds	Jul 11, 2019	0.07%	—	—	0.00%	—
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	Dec 20, 2007	0.02%	0.53%	1.51%	4.57%	26
FMCAX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Feb 20, 1996	1.29%	9.62%	11.17%	7.46%	52
FMCCX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Feb 20, 1996	0.82%	9.75%	11.62%	7.36%	54
FMCDX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Sep 3, 1996	1.05%	9.68%	11.38%	7.82%	52
FMCEX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Nov 3, 1997	1.84%	9.47%	10.56%	8.65%	51
FMCKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	2.11%	11.31%	10.40%	0.63%	87
FMCSX	Fidelity Mid-Cap Stock Fund	Mid Cap Blend Equities	Mar 29, 1994	0.85%	10.50%	12.73%	1.66%	61
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	Nov 5, 1992	0.57%	7.26%	10.81%	9.94%	19
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	Jul 11, 2019	0.05%	-3.96%	—	1.93%	11
FMDTX	Franklin Maryland Tax Free Income Fund	Municipal Bonds	Oct 2, 1988	0.72%	0.57%	1.70%	3.44%	44
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	Dec 31, 2007	0.68%	0.70%	1.25%	3.65%	71
FMFMX	Fidelity Advisor Series Equity Growth Fund	Large Cap Growth Equities	Jun 6, 2014	0.00%	0.81%	18.32%	14.43%	35
FMGAX	Fidelity Advisor Mortgage Securities Fund Class A	Total Bond Market	Mar 3, 1997	0.79%	0.54%	0.90%	3.27%	24
FMGIX	Frontier MFG Core Infrastructure Fund	Energy Equities	Jan 17, 2012	0.50%	12.48%	10.62%	29.89%	78
FMGKX	Fidelity Magellan Fund Class K	Large Cap Growth Equities	May 9, 2008	0.62%	-1.40%	14.91%	14.10%	23

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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