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
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	Dec 26, 2018	1.12%	11.40%	—	0.04%	74
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	Government Bonds	—	0.03%	0.15%	—	3.65%	10
FUEMX	Fidelity Flex Conservative Income Municipal Bond F...	Municipal Bonds	Oct 12, 2017	0.00%	0.54%	—	2.83%	97
FUENX	Fidelity Flex Municipal Income Fund	Municipal Bonds	Oct 12, 2017	0.00%	0.91%	—	3.21%	60
FUGLX	Fidelity Advisor Freedom 2010 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.38%	2.33%	—	5.33%	71
FUIPX	Fidelity Freedom Index 2060 Fund	Target Retirement Date	Jun 24, 2020	0.06%	3.06%	—	1.94%	65
FULBX	Federated Hermes Ultra Short Bond Fund	Ultrashort Bond	May 30, 1997	0.47%	0.41%	2.41%	4.32%	96
FULSX	Fidelity Flex Freedom Blend 2020 Fund	Target Retirement Date	Jun 8, 2017	0.00%	2.82%	—	7.62%	72
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	Nov 5, 2019	0.66%	0.34%	—	6.79%	11
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	Government Bonds	Dec 20, 2005	0.03%	0.26%	—	3.67%	34
FUMIX	Fidelity SAI U.S. Momentum Index Fund	Large Cap Growth Equities	Feb 9, 2017	0.11%	4.99%	—	2.64%	41
FUNFX	American Funds Fundamental Investors® Class F-3	Large Cap Blend Equities	Aug 1, 2008	0.28%	2.19%	—	8.67%	62
FUQIX	Fidelity SAI U.S. Quality Index Fund	Large Cap Growth Equities	Oct 8, 2015	0.10%	-4.38%	14.85%	3.80%	21
FUSGX	Federated Hermes Fund For US Governent Securities	Government Bonds	Oct 5, 1969	0.96%	0.33%	0.81%	3.59%	19
FUSIX	Strategic Advisers Fidelity International Fund	Foreign Large Cap Equities	Mar 8, 2007	0.54%	6.58%	9.74%	2.83%	56
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	Government Bonds	Mar 1, 2016	0.03%	0.36%	—	3.54%	7
FVATX	Nuveen Virginia Municipal Bond Fund	Municipal Bonds	Mar 26, 1986	0.76%	0.93%	2.10%	3.90%	48
FVCAX	Franklin California High Yield Municipal Fund Advi...	High Yield Muni	May 3, 1993	0.55%	0.61%	2.67%	4.41%	50
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	Aug 16, 2001	1.92%	11.70%	9.46%	11.71%	57
FVDFX	Fidelity Value Discovery Fund	Large Cap Value Equities	Dec 10, 2002	0.80%	5.37%	10.20%	8.39%	63

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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