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
FTVFX	Fidelity Advisor Value Fund Class M	Mid Cap Value Equities	Dec 23, 2003	1.40%	21.49%	12.22%	6.73%	79
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	Dec 21, 2017	1.31%	4.62%	—	1.52%	5
FTXFX	FullerThaler Behavioral Small-Cap Growth Fund Clas...	Small Cap Growth Equities	Dec 21, 2017	0.93%	43.40%	—	0.00%	88
FTXNX	Fuller & Thaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.44%	43.13%	—	0.00%	87
FTXSX	FullerThaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.00%	43.33%	—	0.00%	88
FTYJX	Fidelity Advisor Freedom Blend 2030 Fund Class M	Target Retirement Date	Aug 31, 2018	0.96%	8.95%	—	3.15%	62
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	Dec 26, 2018	1.12%	25.95%	—	0.04%	92
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	Government Bonds	—	0.03%	0.04%	—	3.78%	9
FUEMX	Fidelity Flex Conservative Income Municipal Bond F...	Municipal Bonds	Oct 12, 2017	0.00%	1.44%	—	3.02%	98
FUENX	Fidelity Flex Municipal Income Fund	Municipal Bonds	Oct 12, 2017	0.00%	2.38%	—	3.28%	81
FUGLX	Fidelity Advisor Freedom 2010 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.38%	5.21%	—	5.34%	66
FUIPX	Fidelity Freedom Index 2060 Fund	Target Retirement Date	Jun 24, 2020	0.06%	11.80%	—	1.74%	64
FULBX	Federated Hermes Ultra Short Bond Fund	Ultrashort Bond	May 30, 1997	0.47%	1.76%	2.48%	4.56%	98
FULSX	Fidelity Flex Freedom Blend 2020 Fund	Target Retirement Date	Jun 8, 2017	0.00%	7.57%	—	30.78%	72
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	Nov 5, 2019	0.66%	—	—	8.06%	—
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	Short-Term Bond, Government Bonds	Dec 20, 2005	0.03%	0.35%	—	3.79%	31
FUMIX	Fidelity SAI U.S. Momentum Index Fund	Large Cap Growth Equities	Feb 9, 2017	0.11%	32.69%	—	2.09%	75
FUQIX	Fidelity SAI U.S. Quality Index Fund	Large Cap Growth Equities	Oct 8, 2015	0.10%	9.27%	16.40%	3.32%	36
FUSGX	Federated Hermes Fund For US Governent Securities	Government Bonds	Oct 5, 1969	0.96%	0.51%	0.71%	3.97%	21
FUSIX	Strategic Advisers Fidelity International Fund	Foreign Large Cap Equities	Mar 8, 2007	0.54%	10.74%	10.12%	4.49%	43

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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