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
FPTKX	Fidelity Freedom 2015 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.40%	6.30%	—	6.71%	75
FPUKX	Fidelity Puritan Fund Class K	Diversified Portfolio	May 9, 2008	0.43%	10.48%	11.67%	6.24%	70
FPURX	Fidelity Puritan Fund	Diversified Portfolio	Apr 16, 1947	0.50%	10.46%	11.58%	6.18%	70
FPXTX	Fidelity Pennsylvania Municipal Income Fund	Municipal Bonds	Aug 6, 1986	0.48%	1.49%	1.93%	2.69%	75
FQCHX	Franklin Templeton SMACS: Series CH	High Yield Muni	Jun 2, 2019	0.00%	3.13%	—	5.01%	87
FQEMX	Franklin Templeton SMACS: Series EM	Emerging Markets Diversified	Nov 21, 2021	0.00%	77.86%	—	1.79%	96
FQIFX	Fidelity Freedom Index 2025 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	6.64%	7.91%	4.33%	64
FQIPX	Fidelity Freedom Index 2045 Premier	Target Retirement Date	Oct 2, 2009	0.05%	10.76%	—	1.97%	64
FQITX	Fidelity SAI International Quality Index Fund	Foreign Large Cap Equities	May 11, 2020	0.19%	9.74%	—	1.86%	14
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	Target Retirement Date	Jun 8, 2017	0.00%	13.40%	—	4.61%	71
FQTEX	Franklin Templeton SMACS: Series E	Diversified Portfolio	Jun 2, 2019	0.00%	5.76%	—	6.08%	64
FQTHX	Franklin Templeton SMACS: Series H	High Yield Muni	Jun 2, 2019	0.00%	3.76%	—	4.64%	85
FQTIX	Franklin Templeton SMACS: Series I	High Yield Bonds	Jun 3, 2019	0.00%	3.71%	—	6.92%	93
FRA	BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	Oct 29, 2003	2.17%	-0.35%	6.59%	13.52%	1
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	Jun 23, 1999	0.65%	8.82%	14.98%	15.18%	12
FRALX	Franklin Alabama Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.75%	2.20%	1.72%	2.80%	76
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.70%	1,644,791.35%	173.58%	102.97%	85
FRASX	Fidelity Advisor Managed Retirement 2015 Fund	Target Retirement Date	Aug 29, 2007	0.46%	4.26%	5.90%	3.04%	66
FRBAX	John Hancock Regional Bank Fund	Financials Equities	Jan 3, 1992	1.22%	16.82%	11.09%	7.29%	35
FRBEX	Fidelity Freedom 2070 Fund Class K	Target Retirement Date	May 30, 2025	0.65%	13.46%	—	4.12%	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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