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
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	Aug 1, 2019	0.26%	1.66%	—	3.18%	68
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.46%	1.77%	5.01%	3.07%	71
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	Aug 1, 2019	0.36%	1.62%	—	3.09%	66
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 14, 1992	0.85%	-1.64%	13.91%	8.29%	13
FRSTX	Franklin Strategic Income Fund	Multisector Bonds	May 23, 1994	0.89%	0.22%	2.84%	4.08%	29
FRURX	Franklin Utilities Fund Class R	Utilities Equities	Jan 2, 2002	1.07%	13.06%	10.27%	7.01%	53
FRVAX	Franklin Virginia Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.71%	0.80%	1.35%	3.07%	48
FRVLX	Franklin Small Cap Value Fund	Small Cap Value Equities	Mar 11, 1996	1.00%	10.48%	10.23%	7.23%	40
FSAAX	Fidelity Advisor Asset Manager 60% Fund Class A	Diversified Portfolio	Oct 9, 2007	1.00%	3.24%	8.13%	5.40%	69
FSAEX	Fidelity Series All-Sector Equity Fund	Large Cap Blend Equities	Oct 17, 2008	0.00%	-0.03%	15.77%	8.38%	56
FSAGX	Fidelity Select Gold Portfolio	Precious Metals	Dec 15, 1985	0.76%	16.95%	14.42%	1.86%	61
FSAHX	Fidelity Short Duration High Income Fund	High Yield Bonds	Nov 5, 2013	0.75%	1.51%	4.76%	7.33%	96
FSAJX	Fidelity SAI Tax-Free Bond Fund	Municipal Bonds	Oct 2, 2018	0.25%	0.62%	—	3.24%	51
FSAKX	Strategic Advisers U.S. Total Stock Fund	Large Cap Blend Equities	Dec 30, 2009	0.28%	0.89%	—	3.00%	19
FSAMX	Strategic Advisers Emerging Markets Fund	Emerging Markets Diversified	Sep 29, 2010	0.33%	11.72%	9.49%	2.13%	76
FSANX	Fidelity Asset Manager 60% Fund	Diversified Portfolio	Oct 9, 2007	0.68%	3.28%	8.40%	5.66%	68
FSATX	Fidelity Advisor Asset Manager 60% Fund Class M	Diversified Portfolio	Oct 9, 2007	1.25%	3.14%	7.91%	5.18%	68
FSAVX	Fidelity Select Automotive Portfolio	Consumer Discretionary Equities	Jun 29, 1986	0.88%	-4.86%	10.56%	0.00%	4
FSAZX	Fidelity Arizona Municipal Income Fund	Municipal Bonds	Oct 11, 1994	0.55%	0.49%	1.96%	2.89%	58
FSBDX	Fidelity Series Blue Chip Growth Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	-0.70%	20.83%	3.76%	51

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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