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
FRMCX	Franklin MicroCap Value Fund	Small Cap Value Equities	Dec 12, 1995	1.23%	13.91%	11.96%	13.38%	28
FRMOX	Franklin Missouri Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.67%	2.59%	1.79%	3.28%	90
FRNJX	Franklin New Jersey Tax Free Income Fund	Municipal Bonds	May 11, 1988	0.68%	2.33%	1.89%	2.92%	84
FRNKX	Frank Value Fund	Mid Cap Value Equities	Jul 21, 2004	1.37%	14.84%	8.12%	10.43%	40
FRNRX	Franklin Natural Resources Fund	Energy Equities	Jun 4, 1995	0.96%	14.67%	9.90%	1.48%	84
FROGX	Fidelity Advisor Municipal Income Fund Class I	Municipal Bonds	Mar 1, 2018	0.53%	1.84%	—	2.76%	73
FRORX	Franklin Oregon Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.66%	2.29%	1.65%	3.22%	81
FRPAX	Franklin Pennsylvania Tax-Free Income Fund	Municipal Bonds	Nov 30, 1986	0.67%	2.37%	1.60%	3.13%	76
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.71%	3.51%	4.87%	2.99%	61
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	Aug 1, 2019	0.26%	3.71%	—	3.40%	81
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.46%	3.60%	5.14%	3.22%	66
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	Aug 1, 2019	0.36%	3.66%	—	3.42%	80
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 14, 1992	0.85%	8.44%	14.57%	7.52%	8
FRSTX	Franklin Strategic Income Fund	Multisector Bonds	May 23, 1994	0.89%	0.95%	2.60%	3.91%	24
FRURX	Franklin Utilities Fund Class R	Utilities Equities	Jan 2, 2002	1.07%	11.16%	9.13%	7.14%	34
FRVAX	Franklin Virginia Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.71%	2.52%	1.30%	2.81%	82
FRVLX	Franklin Small Cap Value Fund	Small Cap Value Equities	Mar 11, 1996	1.00%	20.59%	10.34%	6.63%	55
FSAAX	Fidelity Advisor Asset Manager 60% Fund Class A	Diversified Portfolio	Oct 9, 2007	1.00%	9.78%	8.51%	5.08%	70
FSAEX	Fidelity Series All-Sector Equity Fund	Large Cap Blend Equities	Oct 17, 2008	0.00%	10.81%	16.60%	7.56%	58
FSAGX	Fidelity Select Gold Portfolio	Gold, Precious Metals	Dec 16, 1985	0.73%	-8.93%	9.01%	5.63%	20

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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