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
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	Target Retirement Date	Jun 8, 2017	0.00%	4.66%	—	3.17%	72
FQTEX	Franklin Templeton SMACS: Series E	Diversified Portfolio	Jun 2, 2019	0.00%	3.47%	—	5.89%	77
FQTHX	Franklin Templeton SMACS: Series H	High Yield Muni	Jun 2, 2019	0.00%	0.91%	—	5.12%	44
FQTIX	Franklin Templeton SMACS: Series I	High Yield Bonds	Jun 3, 2019	0.00%	2.39%	—	6.90%	96
FRA	BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	Oct 29, 2003	2.17%	-3.03%	6.64%	13.44%	3
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	Jun 23, 1999	0.65%	-3.00%	13.72%	17.03%	13
FRALX	Franklin Alabama Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.75%	0.40%	1.78%	3.01%	51
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.70%	1.55%	3.89%	2.75%	66
FRASX	Fidelity Advisor Managed Retirement 2015 Fund	Target Retirement Date	Aug 29, 2007	0.46%	1.86%	5.70%	2.48%	70
FRBAX	John Hancock Regional Bank Fund	Financials Equities	Jan 3, 1992	1.22%	8.23%	10.77%	8.13%	30
FRBEX	Fidelity Freedom 2070 Fund Class K	Target Retirement Date	May 30, 2025	0.65%	4.95%	—	2.27%	73
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	Jun 28, 2024	0.45%	5.02%	—	2.41%	73
FRBSX	Franklin Mutual U.S. Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 1990	0.91%	3.91%	8.63%	4.43%	19
FRBVX	Fidelity Freedom Index 2070 Fund Investor Class	Target Retirement Date	Jun 28, 2024	0.12%	3.08%	—	1.60%	66
FRCOX	Franklin Colorado Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.70%	0.53%	1.91%	3.30%	56
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	Jan 14, 1987	0.85%	0.49%	11.25%	10.20%	35
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	Jul 22, 1996	1.59%	0.28%	11.81%	9.70%	33
FREEX	Franklin Real Estate Securities Fund	REIT	Jan 3, 1994	1.11%	7.96%	6.60%	6.16%	17
FRESX	Fidelity Real Estate Investment Portfolio	REIT	Nov 17, 1986	0.71%	8.30%	5.17%	4.28%	17
FRFZX	PGIM Floating Rate Income Fund	Bank Loan	Mar 29, 2011	0.70%	0.64%	5.40%	7.52%	97

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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