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
FZIIX	Fidelity Advisor Intermediate Municipal Income Fun...	Municipal Bonds	Oct 31, 2005	0.39%	0.14%	2.06%	2.76%	64
FZILX	Fidelity ZERO International Index Fund	Large Cap Blend Equities, Foreign Large Cap Equities	—	0.00%	8.01%	—	2.48%	78
FZIPX	Fidelity ZERO Extended Market Index Fund	Mid Cap Blend Equities	—	0.00%	7.34%	—	1.16%	52
FZITX	Fidelity Advisor Intermediate Municipal Income Fun...	Municipal Bonds	Oct 31, 2005	0.60%	0.01%	1.84%	2.55%	59
FZOLX	Fidelity SAI Low Duration Income Fund	Ultrashort Bond	Oct 13, 2020	0.22%	0.73%	—	5.15%	98
FZOMX	Fidelity SAI Short-Term Bond Fund	Short-Term Bond	Oct 13, 2020	0.30%	0.66%	—	4.56%	71
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	—	0.00%	0.34%	—	1.02%	52
FZTKX	Fidelity Freedom 2050 Fund Class K6	Target Retirement Date	Jun 1, 2006	0.50%	4.96%	—	4.13%	71
GAAEX	Guinness Atkinson Alternative Energy Fund	Global Equities	Mar 30, 2006	1.98%	5.98%	9.47%	0.31%	55
GAAVX	GMO Alternative Allocation Fund	Multistrategy	May 1, 2019	0.61%	4.37%	—	8.41%	76
GAB	The Gabelli Equity Trust Inc	Large Cap Value Equities	Aug 21, 1986	0.01%	-6.01%	11.83%	10.65%	22
GABAX	Gabelli Asset Fund	Large Cap Blend Equities	Mar 3, 1986	1.33%	6.57%	10.08%	11.53%	52
GABBX	Gabelli Dividend Growth Fund	Large Cap Value Equities	Aug 26, 1999	2.00%	5.55%	9.14%	11.95%	60
GABCX	Gabelli ABC Fund	Event Driven	May 13, 1993	0.79%	3.31%	3.36%	4.46%	60
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	Jan 2, 1992	1.42%	7.11%	12.26%	20.56%	10
GABFX	GMO Asset Allocation Bond Fund	Inflation-Protected Bonds	Mar 17, 2009	0.32%	-1.55%	0.69%	2.73%	2
GABGX	Gabelli Growth Fund	Large Cap Growth Equities	Apr 10, 1987	1.34%	-4.80%	15.59%	5.76%	20
GABOX	Gabelli International Small Cap Fund	Foreign Small & Mid Cap Equities	May 10, 1998	0.91%	7.50%	6.05%	1.78%	57
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	Oct 22, 1991	1.38%	8.19%	10.82%	3.68%	37
GABTX	Gabelli Global Content & Connectivity Fund	Communications Equities	Oct 31, 1993	0.96%	2.93%	6.55%	17.36%	61

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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