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
FHPEX	Fidelity Advisor Freedom Blend 2055 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	12.73%	—	3.28%	69
FHPFX	Fidelity Series Investment Grade Securitized Fund	Total Bond Market	Aug 17, 2018	0.00%	1.38%	—	4.47%	45
FHQEX	Fidelity Advisor Freedom Blend 2055 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	12.74%	—	3.24%	69
FHQFX	Fidelity Series Treasury Bill Index Fund	Ultrashort Bond	Aug 28, 2018	0.00%	1.41%	—	3.89%	100
FHRDX	Fidelity Freedom Blend Income Fund Class K6	Target Retirement Date	Aug 31, 2018	0.21%	4.81%	—	3.11%	72
FHREX	Fidelity Advisor Freedom Blend 2055 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	12.11%	—	2.81%	62
FHRFX	Fidelity Managed Retirement 2025 Fund Class K6	Target Retirement Date	Aug 1, 2019	0.28%	4.62%	—	3.83%	70
FHRRX	Franklin High Income Fund	High Yield Bonds	May 1, 2013	0.50%	1.00%	6.13%	6.07%	60
FHSDX	Fidelity Advisor Freedom Blend 2035 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.38%	9.56%	—	3.64%	69
FHSNX	Fidelity Health Savings Index Fund	Diversified Portfolio	Mar 2, 2020	0.20%	5.36%	—	2.90%	74
FHTDX	Fidelity Freedom Blend 2060 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	12.81%	—	3.30%	70
FHTEX	Fidelity Advisor Freedom Blend 2055 Fund Class M	Target Retirement Date	Aug 31, 2018	0.99%	12.43%	—	3.02%	66
FHTFX	Federated Hermes Municipal High Yield Advtg Fd	High Yield Muni	Apr 9, 1987	0.89%	2.66%	2.36%	3.39%	93
FHTKX	Fidelity Freedom 2040 Fund Class K6	Target Retirement Date	Sep 6, 2000	0.50%	11.57%	—	6.58%	75
FHUEX	Fidelity Advisor Freedom Blend 2055 Fund Class A	Target Retirement Date	Aug 31, 2018	0.74%	12.50%	—	3.14%	67
FHUGX	Fidelity Advisor Municipal Income Fund Class A	Municipal Bonds	Mar 1, 2018	0.78%	1.57%	—	2.76%	70
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	Jul 5, 2020	0.79%	17.96%	—	7.25%	24
FHVCX	Fidelity Advisor Freedom Blend 2035 Fund Class C	Target Retirement Date	Aug 31, 2018	1.48%	8.96%	—	3.03%	61
FHVDX	Fidelity Freedom Blend 2055 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	12.75%	—	3.28%	69
FHVEX	Fidelity Advisor Freedom Blend 2050 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	12.57%	—	3.34%	69

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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