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
FMHTX	Fidelity Michigan Municipal Income Fund	Municipal Bonds	Nov 12, 1985	0.48%	0.53%	2.03%	3.11%	61
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	Sep 25, 1996	1.10%	12.27%	11.82%	5.09%	95
FMIFX	FMI International Fund II - Currency Unhedged Inst...	Foreign Large Cap Equities	Dec 31, 2019	0.90%	0.62%	—	6.01%	16
FMIHX	FMI Large Cap Fund	Large Cap Blend Equities	Dec 31, 2001	0.82%	-1.73%	9.31%	16.12%	6
FMIJX	FMI International Fund	Foreign Large Cap Equities	Dec 31, 2010	0.94%	1.21%	5.72%	12.93%	16
FMILX	Fidelity New Millennium Fund	Large Cap Value Equities	Dec 28, 1992	0.59%	2.15%	14.57%	0.00%	31
FMIMX	FMI Common Stock Fund	Mid Cap Blend Equities	Dec 18, 1981	1.01%	5.87%	11.23%	12.51%	12
FMINX	Franklin Minnesota Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.69%	0.42%	1.71%	3.18%	53
FMISX	Franklin Massachusetts Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.74%	0.51%	1.53%	3.10%	54
FMITX	Nuveen Michigan Municipal Bond Fund	Municipal Bonds	Jun 26, 1985	0.78%	0.54%	1.50%	3.25%	41
FMIUX	FMI Common Stock Fund Institutional Class	Small Cap Value Equities	Oct 31, 2016	0.84%	5.93%	—	12.67%	12
FMIYX	FMI International Fund Class I	Foreign Large Cap Equities	Dec 31, 2010	0.80%	1.26%	—	13.03%	16
FMKFX	Fidelity Magellan K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	-1.33%	—	7.84%	16
FMNDX	Fidelity Conservative Income Municipal Bond Fund I...	Municipal Bonds	Oct 15, 2013	0.25%	0.40%	1.56%	2.64%	97
FMNEX	RBB Free Market International Equity Fund	Foreign Small & Mid Cap Equities	Dec 30, 2007	0.56%	8.75%	9.94%	4.31%	92
FMOTX	Nuveen Missouri Municipal Bond Fund	Municipal Bonds	Aug 2, 1987	0.75%	0.99%	2.15%	3.51%	50
FMPAX	Fidelity Advisor Mid Cap Value Fund Class A	Mid Cap Value Equities	Feb 13, 2007	0.86%	9.47%	10.49%	7.14%	55
FMPEX	Fidelity Advisor Mid Cap Value Fund Class C	Mid Cap Value Equities	Feb 13, 2007	1.62%	9.25%	10.75%	6.97%	54
FMPOX	Fidelity Advisor Mid Cap Value Fund Class I	Mid Cap Value Equities	Feb 13, 2007	0.59%	9.58%	10.79%	7.16%	58
FMRAX	Fidelity Managed Retirement 2030	Target Retirement Date	Aug 16, 2019	0.48%	2.66%	—	2.55%	69

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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