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
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	Jun 28, 2024	0.45%	13.52%	—	4.21%	70
FRBSX	Franklin Mutual U.S. Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 1990	0.91%	10.54%	9.00%	4.17%	19
FRBVX	Fidelity Freedom Index 2070 Fund Investor Class	Target Retirement Date	Jun 28, 2024	0.12%	11.02%	—	1.46%	64
FRCOX	Franklin Colorado Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.70%	2.37%	1.85%	3.03%	85
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	Jan 14, 1987	0.85%	4.81%	11.17%	9.76%	27
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	Jul 22, 1996	1.59%	4.43%	11.73%	9.30%	23
FREEX	Franklin Real Estate Securities Fund	REIT	Jan 3, 1994	1.11%	15.33%	6.53%	5.76%	29
FRESX	Fidelity Real Estate Investment Portfolio	REIT	Nov 17, 1986	0.71%	15.11%	5.06%	4.07%	30
FRFZX	PGIM Floating Rate Income Fund	Bank Loan	Mar 29, 2011	0.70%	2.06%	5.33%	6.82%	96
FRGAX	Fidelity 70% Allocation Fund	Diversified Portfolio	Jan 1, 2022	0.02%	8.25%	—	1.85%	68
FRHIX	Franklin High Yield Tax Free Income Fund	High Yield Muni	Mar 17, 1986	0.65%	3.39%	2.59%	4.19%	84
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	Aug 1, 2019	0.25%	1,464,383.96%	—	103.07%	85
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	Aug 28, 1997	0.46%	4.88%	7.45%	5.73%	87
FRIFX	Fidelity Real Estate Income Fund	REIT	Feb 4, 2003	0.71%	4.79%	5.24%	4.51%	72
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.45%	3.59%	4.25%	3.24%	65
FRINX	Fidelity Advisor Real Estate Income Fund Class A	REIT	Apr 14, 2010	0.98%	4.69%	4.97%	4.24%	70
FRIOX	Fidelity Advisor Real Estate Income Fund Class C	REIT	Apr 14, 2010	1.72%	4.23%	4.22%	3.55%	54
FRIQX	Fidelity Advisor Real Estate Income Fund Class M	REIT	Apr 14, 2010	0.99%	4.68%	4.96%	4.23%	67
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	REIT	—	0.71%	4.81%	5.24%	4.44%	73
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	Aug 1, 2019	0.35%	15,640,638.04%	—	103.36%	85

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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