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
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	Jan 10, 2011	1.00%	-0.50%	5.21%	5.02%	70
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	Apr 1, 2009	0.02%	-0.54%	6.06%	9.10%	43
FPFIX	FPA Flexible Fixed Income Fund	Nontraditional Bonds	Dec 30, 2018	0.51%	0.06%	—	3.75%	40
FPGLX	Fidelity Advisor Freedom 2025 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.44%	2.95%	—	7.97%	66
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	Jun 17, 2001	0.75%	3.40%	11.50%	5.49%	50
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	1.84%	7.02%	5.85%	64
FPIOX	Strategic Advisers Income Opportunities Fund	High Yield Bonds	Sep 27, 2007	0.49%	-0.44%	5.46%	3.92%	65
FPJAX	Fidelity Advisor Japan Fund Class A	Japan Equities	Dec 14, 2010	1.38%	13.87%	10.52%	8.54%	71
FPKFX	Fidelity Puritan K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	2.14%	—	3.72%	48
FPNIX	FPA New Income Fund	Short-Term Bond	Jul 11, 1984	0.45%	0.04%	2.87%	3.81%	38
FPNTX	Nuveen Pennsylvania Municipal Bond Fund	Municipal Bonds	Oct 28, 1986	0.76%	0.95%	2.00%	3.38%	48
FPTKX	Fidelity Freedom 2015 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.40%	2.75%	—	6.61%	74
FPUKX	Fidelity Puritan Fund Class K	Diversified Portfolio	May 9, 2008	0.43%	2.31%	11.10%	6.35%	55
FPURX	Fidelity Puritan Fund	Diversified Portfolio	Apr 16, 1947	0.50%	2.64%	11.04%	6.65%	56
FPXTX	Fidelity Pennsylvania Municipal Income Fund	Municipal Bonds	Aug 6, 1986	0.48%	0.41%	2.05%	3.18%	59
FQCHX	Franklin Templeton SMACS: Series CH	High Yield Muni	Jun 2, 2019	0.00%	0.66%	—	5.51%	40
FQEMX	Franklin Templeton SMACS: Series EM	Emerging Markets Diversified	Nov 21, 2021	0.00%	25.06%	—	2.54%	90
FQIFX	Fidelity Freedom Index 2025 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	1.97%	7.73%	4.82%	62
FQIPX	Fidelity Freedom Index 2045 Premier	Target Retirement Date	Oct 2, 2009	0.05%	2.98%	—	2.02%	70
FQITX	Fidelity SAI International Quality Index Fund	Foreign Large Cap Equities	May 11, 2020	0.19%	1.21%	—	2.02%	16

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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