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
FTORX	Delaware Tax-Free Oregon Fund	Municipal Bonds	May 3, 1992	0.90%	0.61%	1.78%	3.37%	33
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	Nov 12, 1996	0.86%	5.39%	17.28%	11.81%	46
FTRBX	Federated Hermes Total Return Bond Fund Institutio...	Intermediate Core Bond	Oct 1, 1996	0.39%	-0.07%	2.38%	4.54%	20
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	Oct 1, 1996	0.69%	-0.48%	1.95%	3.90%	16
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	Feb 5, 2008	0.65%	2.75%	16.13%	3.81%	79
FTRNX	Fidelity Trend Fund	Large Cap Growth Equities	Jun 16, 1958	0.73%	0.32%	17.86%	6.40%	38
FTSDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	1.22%	8.00%	9.20%	6.95%	79
FTSHX	Fidelity Advisor Limited Term Municipal Income Fun...	Municipal Bonds	Jul 23, 2003	0.65%	0.35%	1.35%	2.09%	74
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	Mid Cap Blend Equities	Dec 26, 2018	2.69%	11.50%	—	0.58%	52
FTTEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.55%	7.12%	10.10%	0.36%	72
FTTHX	Fidelity Advisor Freedom 2035 Fund Class M	Target Retirement Date	Nov 6, 2003	1.21%	3.24%	9.72%	7.02%	66
FTTMX	Franklin Michigan Tax-Free Income Fund	Municipal Bonds	Apr 2, 1985	0.68%	0.54%	1.88%	3.30%	52
FTTNX	Fidelity Advisor Asset Manager 30% Fund Class M	Diversified Portfolio	Oct 9, 2007	1.09%	1.91%	4.92%	2.24%	70
FTTWX	Fidelity Advisor Freedom 2025 Fund Class M	Target Retirement Date	Nov 6, 2003	1.12%	2.73%	7.44%	7.22%	65
FTVFX	Fidelity Advisor Value Fund Class M	Mid Cap Value Equities	Dec 23, 2003	1.40%	8.01%	11.28%	7.57%	52
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	Dec 21, 2017	1.31%	1.56%	—	1.57%	6
FTXFX	FullerThaler Behavioral Small-Cap Growth Fund Clas...	Small Cap Growth Equities	Dec 21, 2017	0.93%	10.02%	—	0.00%	57
FTXNX	Fuller & Thaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.44%	9.90%	—	0.00%	53
FTXSX	FullerThaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.00%	9.99%	—	0.00%	56
FTYJX	Fidelity Advisor Freedom Blend 2030 Fund Class M	Target Retirement Date	Aug 31, 2018	0.96%	3.09%	—	2.45%	68

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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