PortfoliosLab logoPortfoliosLab logo

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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Franklin Emerging Market Core Equity (IU) Fund Adv...Emerging Markets DiversifiedJul 31, 20190.17%
25.00%
2.36%
79
Franklin International Core Equity (IU) Fund Advis...Foreign Large Cap EquitiesAug 1, 20190.00%
10.19%
11.60%
39
Fidelity Advisor Total Bond Fund Class CTotal Bond Market1.51%
0.44%
1.36%
3.28%
17
Franklin U.S. Core Equity (IU) Fund AdvisorLarge Cap Blend EquitiesAug 1, 20190.00%
6.61%
3.24%
62
Frost Credit FundShort-Term BondDec 3, 20120.96%
1.91%
5.28%
6.13%
71
Frost Credit Fund A Class SharesTotal Bond MarketDec 3, 20121.11%
1.91%
6.13%
73
Fidelity Advisor Freedom 2010 Fund Class CTarget Retirement DateJul 24, 20031.49%
4.19%
4.95%
4.15%
49
Fidelity Advisor Freedom 2030 Fund Class CTarget Retirement DateJul 24, 20031.66%
7.28%
8.70%
6.99%
49
Fidelity Advisor Freedom 2040 Fund Class CTarget Retirement DateJul 24, 20031.75%
9.72%
11.12%
7.78%
53
Fidelity Series Total Market Index FundLarge Cap Blend EquitiesApr 26, 20190.00%
8.93%
1.03%
60
Fidelity Advisor Freedom 2010 Fund Class MTarget Retirement DateJul 24, 20030.99%
4.40%
5.48%
4.63%
56
American Funds Retirement Income Portfolio Enhance...Target Retirement DateAug 28, 20150.67%
6.70%
8.68%
4.82%
69
Fidelity Advisor Global Commodity Stock Fund Class...CommoditiesMar 25, 20091.97%
12.07%
11.49%
1.32%
66
Fiera Capital Global Equity FundGlobal EquitiesApr 27, 20171.15%
4.41%
8.16%
30
Fidelity Advisor Freedom 2045 Fund Class Z6Target Retirement DateJun 6, 20170.50%
11.41%
7.33%
60
Fidelity Series Growth Company FundLarge Cap Growth EquitiesNov 7, 20130.00%
19.44%
25.13%
8.77%
87
Fidelity Advisor China Region Fund Class CChina Equities, Asia Pacific EquitiesMay 9, 20081.96%
32.68%
14.03%
0.66%
90
Fidelity Advisor Freedom 2010 Fund Class ITarget Retirement DateJul 24, 20030.49%
4.73%
6.00%
5.06%
64
Fidelity Advisor Small Cap Growth Fund Class ISmall Cap Growth EquitiesNov 3, 20041.04%
25.08%
15.99%
5.09%
71
Fiera Capital International Equity FundForeign Large Cap EquitiesSep 28, 20171.25%
4.21%
0.85%
10

Rows per page

1701–1720 of 7224

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.

0%Annualized Volatility0%Annualized Return

Loading charts...