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
FRGAX	Fidelity 70% Allocation Fund	Diversified Portfolio	Jan 1, 2022	0.02%	2.00%	—	1.96%	65
FRHIX	Franklin High Yield Tax Free Income Fund	High Yield Muni	Mar 17, 1986	0.65%	0.95%	2.68%	4.64%	53
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	Aug 1, 2019	0.25%	1.67%	—	3.18%	70
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	Aug 28, 1997	0.46%	3.92%	7.86%	5.70%	89
FRIFX	Fidelity Real Estate Income Fund	REIT	Feb 4, 2003	0.71%	2.39%	5.52%	4.61%	55
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.45%	1.77%	4.18%	3.14%	69
FRINX	Fidelity Advisor Real Estate Income Fund Class A	REIT	Apr 14, 2010	0.98%	1.49%	5.16%	3.49%	45
FRIOX	Fidelity Advisor Real Estate Income Fund Class C	REIT	Apr 14, 2010	1.72%	1.43%	4.43%	2.96%	41
FRIQX	Fidelity Advisor Real Estate Income Fund Class M	REIT	Apr 14, 2010	0.99%	1.40%	5.14%	3.50%	45
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	REIT	—	0.71%	1.48%	5.42%	3.66%	46
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	Aug 1, 2019	0.35%	1.62%	—	3.08%	69
FRMCX	Franklin MicroCap Value Fund	Small Cap Value Equities	Dec 12, 1995	1.23%	6.25%	11.75%	14.35%	26
FRMOX	Franklin Missouri Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.67%	0.87%	1.82%	3.57%	54
FRNJX	Franklin New Jersey Tax Free Income Fund	Municipal Bonds	May 11, 1988	0.68%	0.70%	1.97%	3.17%	56
FRNKX	Frank Value Fund	Mid Cap Value Equities	Jul 21, 2004	1.37%	5.39%	7.27%	11.37%	41
FRNRX	Franklin Natural Resources Fund	Energy Equities	Jun 4, 1995	0.96%	22.72%	12.00%	1.38%	93
FROGX	Fidelity Advisor Municipal Income Fund Class I	Municipal Bonds	Mar 1, 2018	0.53%	0.47%	—	2.97%	58
FRORX	Franklin Oregon Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.66%	0.47%	1.71%	3.46%	53
FRPAX	Franklin Pennsylvania Tax-Free Income Fund	Municipal Bonds	Nov 30, 1986	0.67%	0.55%	1.63%	3.41%	45
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.71%	1.57%	4.72%	2.71%	66

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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