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
FWMIX	American Funds Washington Mutual F3	Large Cap Value Equities	Jan 27, 2017	0.26%	0.78%	—	10.35%	46
FWMNX	Fidelity Advisor Women's Leadership Fund Class I	Large Cap Blend Equities	May 1, 2019	0.81%	1.31%	—	5.65%	67
FWOAX	Fidelity Advisor Women's Leadership Fund Class A	Large Cap Blend Equities	May 1, 2019	1.10%	1.27%	—	5.42%	66
FWOCX	Fidelity Advisor Women's Leadership Fund Class C	Large Cap Blend Equities	May 1, 2019	1.84%	1.03%	—	5.46%	64
FWOEX	Fidelity Advisor Women's Leadership Fund Class M	Large Cap Blend Equities	May 1, 2019	1.35%	1.17%	—	5.31%	65
FWOMX	Fidelity Women's Leadership Fund	Large Cap Blend Equities	May 1, 2019	0.90%	1.31%	—	3.15%	53
FWOZX	Fidelity Advisor Women's Leadership Fund Class Z	Large Cap Blend Equities	May 1, 2019	0.69%	1.36%	—	5.62%	68
FWRLX	Fidelity Select Wireless Portfolio	Communications Equities	Sep 20, 2000	0.77%	10.25%	12.26%	5.98%	21
FWTKX	Fidelity Freedom 2035 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.48%	3.85%	—	5.14%	73
FWWFX	Fidelity Worldwide Fund	Global Equities	May 30, 1990	1.00%	4.77%	13.82%	11.01%	51
FXAIX	Fidelity 500 Index Fund	S&P 500	Feb 17, 1988	0.02%	0.03%	14.75%	0.86%	51
FXCTX	Franklin Connecticut Tax-Free Income Fund	Municipal Bonds	Oct 2, 1988	0.76%	0.70%	1.42%	2.91%	54
FXIEX	PIMCO Fixed Income SHares: Series TE	Municipal Bonds	Jun 24, 2012	0.07%	0.41%	2.80%	2.01%	41
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	2.12%	8.78%	3.27%	63
FXIRX	PIMCO Fixed Income SHares: Series R	Inflation-Protected Bonds	Apr 14, 2004	0.87%	0.70%	2.78%	1.84%	14
FXLCX	Fidelity Flex Large Cap Focused Index Fund	Large Cap Blend Equities	Jul 24, 2025	0.00%	-1.02%	—	0.34%	—
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	—	0.03%	0.44%	1.59%	3.65%	19
FXNCX	Franklin North Carolina Tax-Free Income Fund	Municipal Bonds	Aug 31, 1987	0.69%	0.69%	1.60%	3.00%	56
FYAIX	Access Flex High Yield ProFund	High Yield Bonds	Dec 17, 2004	1.78%	0.06%	2.53%	1.48%	43
FYBTX	Fidelity Series Short-Term Credit Fund	Total Bond Market	Mar 27, 2015	0.00%	0.10%	2.51%	4.33%	69

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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