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
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	Jul 20, 2017	0.42%	2.14%	—	3.07%	65
FNSOX	Fidelity Short-Term Bond Index Fund	Total Bond Market	Oct 18, 2017	0.03%	0.34%	—	3.40%	45
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	Nov 5, 2019	1.00%	9.54%	—	3.82%	67
FNTYX	Nuveen Nebraska Municipal Bond Fund	Municipal Bonds	Feb 27, 2001	0.67%	0.95%	1.54%	3.37%	50
FNWFX	American Funds New World Fund Class F-3	Emerging Markets Diversified	Jun 17, 1999	0.57%	5.25%	—	5.78%	69
FNYCX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	1.50%	0.46%	0.92%	1.89%	48
FNYPX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	0.74%	0.59%	1.64%	2.62%	54
FNYTX	Franklin New York Tax Free Income Fund	Municipal Bonds	Sep 12, 1982	0.66%	0.67%	1.68%	3.48%	48
FOBAX	Tributary Balanced Fund	Diversified Portfolio	Aug 5, 1996	0.96%	0.03%	8.70%	9.85%	45
FOCIX	Fairholme Focused Income Fund	High Yield Bonds	Dec 31, 2009	1.00%	6.51%	8.04%	1.23%	51
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	May 9, 2008	0.73%	3.84%	20.80%	7.28%	64
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	Dec 31, 1984	0.80%	3.79%	20.70%	7.49%	63
FOCSX	Fidelity Small Cap Growth K6 Fund	Small Cap Growth Equities	May 25, 2017	0.60%	6.26%	—	2.58%	41
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	Nov 24, 2006	0.95%	4.98%	11.37%	7.04%	51
FOGLX	Fidelity Advisor Freedom 2020 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.42%	2.73%	—	8.01%	69
FOHFX	Fidelity Ohio Municipal Income Fund	Municipal Bonds	Nov 15, 1985	0.48%	0.75%	1.97%	3.02%	64
FOHTX	Nuveen Ohio Municipal Bond Fund	Municipal Bonds	Jun 26, 1985	0.76%	0.68%	1.98%	3.65%	45
FOINX	Tributary Income Fund	Intermediate Core Bond	Mar 9, 2001	0.63%	0.08%	1.72%	3.00%	17
FOKFX	Fidelity OTC K6 Portfolio	Large Cap Growth Equities	Jun 13, 2019	0.50%	2.78%	—	4.09%	54
FOLSX	Fidelity Flex Freedom Blend 2045 Fund	Target Retirement Date	Jun 8, 2017	0.00%	4.58%	—	3.67%	72

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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