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
FHCCX	Fidelity Advisor Health Care Fund Class C	Health & Biotech Equities	Nov 3, 1997	1.72%	-5.86%	5.88%	0.00%	2
FHCDX	Fidelity Freedom Blend 2060 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.29%	0.72%	—	2.50%	82
FHCEX	Fidelity Freedom Blend 2020 Fund Class K	Target Retirement Date	Aug 31, 2018	0.34%	0.77%	—	2.66%	74
FHCFX	Fidelity Advisor Freedom Blend 2045 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	0.74%	—	2.60%	82
FHCIX	Fidelity Advisor Health Care Fund Class I	Health & Biotech Equities	Sep 3, 1996	0.71%	-5.62%	8.91%	12.25%	24
FHCOX	Federated Hermes Conservative Microshort Fund	Ultrashort Bond	Feb 2, 2021	0.05%	0.49%	—	4.12%	99
FHDDX	Fidelity Freedom Blend 2055 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.29%	0.79%	—	2.47%	77
FHDEX	Fidelity Advisor Freedom Blend 2040 Fund Class A	Target Retirement Date	Aug 31, 2018	0.74%	0.69%	—	2.59%	79
FHDFX	Fidelity Advisor Freedom Blend 2045 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	0.41%	—	2.07%	80
FHEAX	Fidelity Advisor Real Estate Fund Class A	REIT	Sep 12, 2002	1.07%	—	—	0.92%	—
FHECX	Fidelity Advisor Real Estate Fund Class C	REIT	Sep 12, 2002	1.86%	—	—	0.45%	—
FHEDX	Fidelity Freedom Blend 2050 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.29%	0.73%	—	2.54%	81
FHEEX	Fidelity Freedom Blend 2015 Fund Class K	Target Retirement Date	Aug 31, 2018	0.33%	0.81%	—	2.94%	75
FHEFX	Fidelity Advisor Freedom Blend 2045 Fund Class M	Target Retirement Date	Aug 31, 2018	0.99%	0.61%	—	2.34%	80
FHEIX	Fidelity Advisor Real Estate Fund I Class	REIT	Sep 12, 2002	0.86%	—	—	1.07%	—
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	Nov 5, 2018	0.94%	0.29%	—	0.00%	15
FHETX	Fidelity Advisor Real Estate Fund Class M	REIT	Sep 12, 2002	1.29%	—	—	0.73%	—
FHFAX	Fidelity Advisor Freedom 2055 Fund Class A	Target Retirement Date	Jun 1, 2011	1.00%	0.34%	10.95%	5.17%	77
FHFCX	Fidelity Advisor Freedom 2055 Fund Class C	Target Retirement Date	Jun 1, 2011	1.75%	0.12%	10.10%	4.87%	70
FHFDX	Fidelity Freedom Blend 2045 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.29%	0.80%	—	2.71%	83

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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