Mutual Fund Screener

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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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FGILX	Fidelity Global Equity Income Fund	Global Equities	May 2, 2012	1.02%	8.84%	12.75%	1.87%	60
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	Oct 4, 1993	1.02%	19.20%	14.15%	9.62%	96
FGIPX	Nomura Growth and Income Fund Institutional Class	Large Cap Value Equities	Oct 4, 1993	0.77%	19.36%	13.91%	10.02%	96
FGIYX	Nuveen Global Infrastructure Fund	Energy Equities	Dec 16, 2007	0.97%	14.31%	9.95%	14.54%	71
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	Mar 20, 2025	0.46%	7.88%	—	9.16%	63
FGJMX	Fidelity Advisor Communication Services Class I	Communications Equities	Nov 30, 2018	0.75%	3.82%	—	12.95%	27
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	19.84%	—	0.00%	77
FGKMX	Fidelity Advisor Communication Services Class Z	Communications Equities	Nov 30, 2018	0.62%	3.88%	—	12.97%	28
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	Emerging Markets Equities	Jan 30, 2019	0.23%	12.92%	—	6.86%	41
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	Dec 6, 2012	0.00%	8.84%	17.15%	9.04%	76
FGMNX	Fidelity GNMA Fund	Government Bonds	Nov 8, 1985	0.45%	1.48%	1.23%	3.60%	42
FGNSX	Strategic Advisers Tax-Sensitive Short Duration Fu...	Municipal Bonds	Dec 27, 2017	0.07%	0.77%	—	2.34%	98
FGOMX	Strategic Advisers Fidelity Emerging Markets Fund	Emerging Markets Diversified	Oct 29, 2018	0.25%	28.58%	—	1.69%	91
FGOVX	Fidelity Government Income Fund	Government Bonds	Apr 4, 1979	0.45%	0.66%	0.72%	3.47%	20
FGPMX	Franklin Gold and Precious Metals Fund Class R6	Gold, Precious Metals	May 1, 2013	0.54%	-10.72%	—	10.84%	30
FGQMX	Fidelity Advisor High Income Fund Class A	High Yield Bonds	Dec 4, 2018	0.99%	3.07%	—	6.11%	91
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	Jun 23, 1999	0.89%	7.27%	18.73%	18.39%	11
FGRCX	Fidelity Advisor Mega Cap Stock Fund Class C	Large Cap Blend Equities	Feb 5, 2008	1.67%	7.47%	15.85%	2.97%	62
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	Dec 30, 1985	0.57%	7.85%	14.93%	9.08%	63
FGRMX	Fidelity Advisor High Income Fund Class M	High Yield Bonds	Dec 4, 2018	1.00%	3.07%	—	6.11%	90

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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