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
FMRDX	Fidelity Advisor Managed Retirement 2030 Fund Clas...	Target Retirement Date	Aug 16, 2019	0.48%	2.63%	—	2.45%	69
FMREX	Fidelity Managed Retirement 2030 Fund Class K	Target Retirement Date	Aug 16, 2019	0.38%	2.56%	—	2.54%	67
FMRFX	Fidelity Managed Retirement 2030 Fund Class K6	Target Retirement Date	Aug 16, 2019	0.28%	2.66%	—	2.62%	68
FMSAX	Fidelity Advisor Mortgage Securities Fund Class M	Total Bond Market	Mar 3, 1997	0.79%	0.54%	0.90%	3.27%	24
FMSCX	Fidelity Advisor Mortgage Securities Fund Class I	Total Bond Market	Mar 3, 1997	0.51%	0.57%	1.17%	3.46%	27
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	Sep 9, 2015	0.78%	4.31%	—	3.73%	61
FMSFX	Fidelity Mortgage Securities Fund	Total Bond Market	Dec 31, 1984	0.45%	0.92%	1.36%	3.92%	29
FMSGX	Frontier MFG Global Sustainable Fund	Global Equities	Oct 8, 2019	0.80%	-4.08%	—	9.23%	20
FMTIX	Franklin Moderate Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	1.45%	7.78%	8.31%	59
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	Sep 25, 2003	1.00%	1.35%	5.89%	1.23%	55
FMUEX	RBB Free Market U.S. Equity Fund	Mid Cap Value Equities	Dec 31, 2007	0.78%	7.97%	11.17%	1.74%	62
FMUSX	Federated Hermes Municipal Ultra Short Fund	Municipal Bonds	Oct 23, 2000	0.36%	0.10%	1.60%	1.56%	25
FMWIX	Fidelity Moderate with Income Allocation Fund	Diversified Portfolio	Feb 8, 2022	0.10%	1.00%	—	2.88%	63
FMY	First Trust Mortgage Income Fund	Mortgage Backed Securities	May 25, 2005	0.03%	0.43%	4.14%	6.75%	8
FNARX	Fidelity Natural Resources Fund	Energy Equities	Mar 3, 1997	0.82%	27.06%	12.16%	1.49%	91
FNBCX	Fidelity Advisor Limited Term Bond Fund Class C	Total Bond Market	Nov 3, 1997	1.53%	-0.15%	1.28%	2.70%	49
FNBGX	Fidelity Long-Term Treasury Bond Index Fund	Government Bonds	Dec 20, 2005	0.03%	0.32%	—	3.94%	2
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	—	0.29%	-1.67%	17.70%	0.52%	42
FNDSX	Fidelity Sustainability Bond Index Fund	Total Bond Market	Jun 19, 2018	0.10%	0.41%	—	3.91%	18
FNGAX	Franklin International Growth Fund Class A	Foreign Large Cap Equities	Jun 3, 2008	1.12%	-5.27%	6.00%	3.44%	7

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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