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
FNGLX	Fidelity Advisor Freedom 2060 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	4.47%	—	4.73%	67
FNGZX	Franklin International Growth Fund	Foreign Large Cap Equities	Jun 2, 2008	0.86%	-5.27%	6.07%	3.56%	7
FNIAX	Fidelity Advisor New Insights Fund Class A	Large Cap Growth Equities	Jul 31, 2003	0.93%	1.49%	15.79%	9.21%	55
FNICX	Fidelity Advisor New Insights Fund Class C	Large Cap Growth Equities	Jul 31, 2003	1.70%	1.29%	14.90%	13.49%	54
FNIDX	Fidelity International Sustainability Index Fd	Foreign Large Cap Equities	May 9, 2017	0.20%	5.64%	—	2.66%	63
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	—	0.00%	-0.41%	—	1.02%	50
FNITX	Fidelity Advisor New Insights Fund Class M	Large Cap Growth Equities	Jul 31, 2003	1.18%	1.44%	15.65%	10.09%	56
FNJHX	Fidelity New Jersey Municipal Income Fund	Municipal Bonds	Jan 1, 1988	0.47%	0.64%	2.71%	3.22%	65
FNJZX	Franklin NJ Tax Free Income Adv	Municipal Bonds	Jan 7, 2010	0.58%	0.72%	2.04%	3.27%	58
FNKFX	Fidelity Mid-Cap Stock K6 Fund	Mid Cap Blend Equities	Jun 13, 2019	0.52%	10.29%	—	0.53%	61
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	Dec 6, 2012	0.00%	5.54%	11.43%	8.32%	67
FNMAX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	0.77%	0.58%	1.58%	2.58%	53
FNMIX	Fidelity New Markets Income Fund	Emerging Markets Bonds	—	0.80%	1.59%	4.19%	4.96%	94
FNMTX	Nuveen New Mexico Municipal Bond Fund	Municipal Bonds	Sep 15, 1992	0.84%	0.78%	2.06%	3.32%	53
FNORX	Fidelity Nordic Fund	Foreign Large Cap Equities	Nov 1, 1995	0.92%	7.30%	9.23%	8.15%	35
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	Mar 13, 1973	0.41%	-0.45%	—	6.91%	44
FNPIX	ProFunds Financials UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.72%	-10.04%	14.42%	0.00%	5
FNSBX	Fidelity Freedom 2050 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	4.95%	—	3.96%	71
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	5.01%	—	3.69%	71
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	4.99%	—	3.52%	71

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.

Loading graphics...

Time Period