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
FEUPX	American Funds EuroPacific Growth Fund Class F-3	Foreign Large Cap Equities	Apr 16, 1984	0.46%	-1.75%	—	14.18%	62
FEURX	First Eagle Gold Fund Class R6	Precious Metals	Mar 1, 2017	0.81%	11.57%	—	1.13%	91
FEVIX	First Eagle U.S. Value Fund	Diversified Portfolio	Sep 3, 2001	0.83%	1.34%	10.90%	9.34%	72
FEYAX	Fidelity Advisor Asset Manager 85% Fund Class A	Diversified Portfolio	Oct 2, 2006	1.00%	-0.07%	10.30%	5.35%	68
FEYCX	Fidelity Advisor Asset Manager 85% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.76%	-0.27%	9.62%	4.73%	64
FEYIX	Fidelity Advisor Asset Manager 85% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.73%	-0.03%	10.54%	5.59%	69
FEYTX	Fidelity Advisor Asset Manager 85% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.25%	-0.13%	10.08%	5.16%	67
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	Aug 26, 2004	1.22%	-4.49%	12.87%	7.33%	70
FFAAX	Franklin Global Allocation Fund	Global Allocation	Aug 14, 2003	0.66%	-0.57%	7.28%	5.15%	70
FFACX	Franklin Global Allocation Fund Class C	Global Allocation	Aug 15, 2003	1.74%	-0.88%	6.21%	4.56%	62
FFAMX	Fidelity Advisor Asset Manager 50% Fund Class A	Diversified Portfolio	Oct 2, 2006	0.92%	0.05%	6.97%	7.05%	73
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	Oct 9, 2007	0.52%	0.07%	6.31%	3.52%	77
FFBKX	Fidelity Freedom Blend 2065 Fund Class K	Target Retirement Date	Jun 28, 2019	0.39%	0.19%	—	2.49%	69
FFBQX	Fidelity Freedom Blend 2065 Fund Class K6	Target Retirement Date	Jun 28, 2019	0.29%	0.25%	—	2.58%	70
FFBSX	Fidelity Freedom Blend 2065 Fund	Target Retirement Date	Jun 28, 2019	0.49%	0.13%	—	2.47%	68
FFCMX	Fidelity Advisor Asset Manager 50% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.68%	0.00%	6.22%	6.53%	68
FFDKX	Fidelity Fund Class K	Large Cap Growth Equities	May 9, 2008	0.38%	-5.52%	14.70%	1.32%	59
FFEDX	Fidelity Freedom Index 2025 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.25%	7.51%	4.96%	68
FFEGX	Fidelity Freedom Index 2030 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.31%	8.49%	3.38%	68
FFEIX	Nuveen Dividend Value Fund	Large Cap Value Equities	Dec 18, 1992	0.96%	-1.00%	9.48%	7.14%	33

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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