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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
Fidelity Freedom Blend 2030 Fund Class K6Target Retirement DateAug 31, 20180.26%
8.56%
3.73%
71
Fidelity Advisor Freedom Blend 2060 Fund Class ITarget Retirement DateAug 31, 20180.49%
12.72%
3.25%
68
Fidelity Series Emerging Markets FundEmerging Markets EquitiesAug 29, 20180.01%
28.79%
1.85%
85
Fidelity Advisor China Region Fund Class IChina Equities, Asia Pacific EquitiesMay 9, 20080.93%
33.33%
15.22%
1.38%
91
Fidelity Advisor China Region Fund Class MChina Equities, Asia Pacific EquitiesMay 9, 20081.50%
32.99%
14.54%
0.95%
91
Fidelity Freedom Blend 2025 Fund Class K6Target Retirement DateAug 31, 20180.25%
7.85%
3.40%
70
Fidelity Advisor Freedom Blend 2060 Fund Class CTarget Retirement DateAug 31, 20181.49%
12.21%
2.81%
62
Fidelity Series International Index FundForeign Large Cap EquitiesAug 17, 20180.01%
9.13%
3.17%
37
Fidelity Health Savings Fund Class KDiversified PortfolioMar 2, 20200.37%
6.49%
2.90%
79
Fidelity Health Savings FundDiversified PortfolioMar 2, 20200.47%
6.36%
2.81%
78
Fidelity Advisor Freedom Blend 2060 Fund Class MTarget Retirement DateAug 31, 20180.99%
12.41%
3.03%
66
Fidelity Series Corporate Bond FundCorporate BondsAug 17, 20180.00%
0.96%
4.82%
26
Federated Hermes Conservative Municipal Microshort...Municipal BondsFeb 2, 20210.05%
1.11%
2.80%
99
Fidelity Freedom Blend 2020 Fund Class K6Target Retirement DateAug 31, 20180.24%
6.80%
3.56%
72
Fidelity Advisor Freedom Blend 2060 Fund Class ATarget Retirement DateAug 31, 20180.74%
12.61%
3.13%
67
Fidelity Series Government Bond Index FundGovernment BondsAug 17, 20180.00%
0.38%
3.81%
15
Fidelity Freedom Blend 2015 Fund Class K6Target Retirement DateAug 31, 20180.23%
5.86%
2.85%
72
Fidelity Advisor Freedom Blend 2040 Fund Class MTarget Retirement DateAug 31, 20180.99%
10.93%
3.52%
67
Fidelity Series Large Cap Growth Index FundLarge Cap Growth EquitiesAug 17, 20180.00%
0.10%
0.97%
14
Fidelity Freedom Blend 2010 Fund Class K6Target Retirement DateAug 31, 20180.21%
5.16%
3.00%
73

Rows per page

2081–2100 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

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