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
FTGAX	Franklin Georgia Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.73%	0.60%	1.61%	3.12%	53
FTGRX	Fidelity Advisor Mega Cap Stock Fund Class M	Large Cap Blend Equities	Feb 5, 2008	1.15%	2.64%	15.52%	3.35%	78
FTGSX	Federated Hermes Total Return Government Bd Fd	Government Bonds	Oct 18, 1995	0.67%	-0.24%	0.56%	3.58%	11
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	Small Cap Blend Equities	Sep 8, 2011	1.03%	5.99%	13.93%	0.27%	47
FTHRX	Fidelity Intermediate Bond Fund	Total Bond Market	May 23, 1975	0.45%	0.21%	2.12%	3.65%	31
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	Small Cap Blend Equities	Sep 8, 2011	0.76%	6.07%	14.23%	0.51%	51
FTHY	First Trust High Yield Opportunities 2027 Term Fun...	High Yield Bonds	Jun 25, 2020	0.02%	-1.11%	—	11.18%	19
FTIEX	Fidelity Total International Equity Fund	Foreign Large Cap Equities	Nov 1, 2007	1.05%	7.25%	10.47%	1.15%	71
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	Jun 7, 2016	0.06%	7.62%	—	2.59%	78
FTINX	Fidelity Advisor Asset Manager 30% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.55%	2.06%	5.43%	2.66%	74
FTISX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.57%	5.20%	8.28%	3.10%	59
FTIWX	Fidelity Advisor Asset Manager 20% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.56%	1.59%	4.29%	2.90%	78
FTKFX	Fidelity Total Bond K6 Fund	Total Bond Market	May 25, 2017	0.30%	0.13%	—	4.23%	18
FTLAX	Nuveen Louisiana Municipal Bond Fund	Municipal Bonds	Sep 11, 1989	0.79%	1.04%	2.13%	3.30%	44
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	Jun 8, 2017	0.00%	2.08%	—	3.57%	66
FTLTX	Fidelity Series Long-Term Treasury Bond Index Fund	Government Bonds	Jul 7, 2016	0.00%	-0.13%	—	3.55%	2
FTMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	1.61%	11.48%	10.95%	0.93%	88
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	Small Cap Blend Equities	Dec 28, 2018	2.30%	5.01%	—	0.00%	26
FTNYX	Delaware Tax-Free New York Fund	Municipal Bonds	Nov 5, 1987	0.80%	0.76%	2.27%	3.93%	24
FTOIX	Franklin Ohio Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.66%	0.66%	1.84%	3.46%	56

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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