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
FTCWX	Fidelity Advisor Asset Manager 20% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.58%	4.17%	3.35%	2.06%	68
FTDWX	Fidelity Advisor Asset Manager 20% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.07%	4.36%	3.85%	2.56%	75
FTEIX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.05%	13.84%	11.13%	0.79%	51
FTF	Franklin Limited Duration Income Trust	Multisector Bonds	Aug 27, 2003	3.92%	0.32%	3.98%	12.72%	4
FTFEX	Fidelity Advisor Freedom 2030 Fund Class M	Target Retirement Date	Jul 24, 2003	1.16%	8.35%	8.81%	7.10%	52
FTFMX	Fidelity New York Municipal Income Fund	Municipal Bonds	Jul 10, 1984	0.46%	2.47%	1.93%	2.93%	72
FTGAX	Franklin Georgia Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.73%	2.73%	1.59%	3.11%	78
FTGRX	Fidelity Advisor Mega Cap Stock Fund Class M	Large Cap Blend Equities	Feb 5, 2008	1.15%	9.64%	16.04%	3.14%	67
FTGSX	Federated Hermes Total Return Government Bd Fd	Government Bonds	Oct 18, 1995	0.67%	0.07%	0.42%	3.86%	14
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	Mid Cap Blend Equities	Oct 2, 2023	0.83%	15.93%	—	0.28%	77
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	Small Cap Blend Equities	Sep 8, 2011	1.03%	15.15%	14.08%	0.25%	69
FTHRX	Fidelity Intermediate Bond Fund	Intermediate Core Bond, Actively Managed	May 23, 1975	0.45%	0.36%	1.95%	3.70%	20
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	Small Cap Blend Equities	Sep 8, 2011	0.76%	15.30%	14.38%	0.47%	71
FTIEX	Fidelity Total International Equity Fund	Foreign Large Cap Equities	Nov 1, 2007	1.05%	13.90%	10.96%	1.08%	51
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	Jun 7, 2016	0.06%	14.09%	9.65%	2.44%	56
FTINX	Fidelity Advisor Asset Manager 30% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.55%	6.07%	5.57%	2.72%	75
FTISX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.57%	9.22%	8.52%	2.99%	21
FTIWX	Fidelity Advisor Asset Manager 20% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.56%	4.62%	4.35%	3.01%	80
FTKFX	Fidelity Total Bond K6 Fund	Total Bond Market	May 25, 2017	0.30%	0.95%	—	4.60%	21
FTLAX	Nuveen Louisiana Municipal Bond Fund	Municipal Bonds	Sep 11, 1989	0.79%	2.37%	2.03%	3.04%	76

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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