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
FOMCX	Fidelity Advisor Mortgage Securities Fund Class C	Total Bond Market	Aug 16, 2001	1.60%	0.41%	0.17%	2.55%	18
FONPX	Tributary Nebraska Tax-Free Fund	Municipal Bonds	Dec 30, 2015	0.45%	0.45%	1.75%	2.57%	68
FOPAX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.52%	3.05%	8.57%	11.64%	48
FOPCX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	2.28%	2.80%	7.79%	11.88%	44
FOPIX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.24%	3.11%	8.84%	11.27%	48
FOPTX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.77%	2.92%	8.29%	11.53%	47
FORCX	Nuveen Oregon Intermediate Municipal Bond Fund	Municipal Bonds	Aug 7, 1997	0.61%	0.47%	1.81%	3.03%	64
FORTX	Abraham Fortress Fund	Diversified Portfolio	Jul 1, 2018	0.75%	10.25%	—	1.50%	74
FOSCX	Tributary Small Company Fund	Small Cap Blend Equities	Jun 10, 1996	1.18%	12.23%	9.04%	6.78%	28
FOSFX	Fidelity Overseas Fund	Foreign Large Cap Equities	Dec 4, 1984	0.99%	3.61%	8.91%	4.70%	23
FOSIX	Tributary Short-Intermediate Bond Fund	Short-Term Bond	Dec 14, 1992	0.64%	0.39%	2.39%	4.13%	68
FOSKX	Fidelity Overseas Fund Class K	Foreign Large Cap Equities	May 9, 2008	0.89%	3.63%	9.02%	4.78%	22
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.38%	2.46%	—	5.12%	73
FOVIX	First Trust/Confluence Small Cap Value Fund	Small Cap Blend Equities	Jan 11, 2011	1.35%	—	—	16.01%	—
FPACX	FPA Crescent Fund	Diversified Portfolio	Jun 1, 1993	1.00%	1.69%	9.98%	9.44%	58
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	Sep 8, 2011	0.08%	10.82%	8.65%	2.12%	80
FPBFX	Fidelity Pacific Basin Fund	Asia Pacific Equities	Oct 1, 1986	1.04%	12.00%	12.02%	7.32%	80
FPCGX	Fort Pitt Capital Total Return Fund	Large Cap Blend Equities	Dec 31, 2001	1.00%	1.01%	12.41%	21.69%	43
FPCIX	Strategic Advisers Core Income Fund	Total Bond Market	—	0.31%	-0.54%	2.11%	2.82%	17
FPDIX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Diversified Portfolio	Jun 13, 2019	—	4.59%	—	0.00%	49

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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