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
FHFEX	Fidelity Freedom Blend 2010 Fund Class K	Target Retirement Date	Aug 31, 2018	0.31%	0.84%	—	3.03%	77
FHFIX	Fidelity Advisor Freedom 2055 Fund Class I	Target Retirement Date	Jun 1, 2011	0.75%	0.39%	11.19%	5.20%	77
FHFTX	Fidelity Advisor Freedom 2055 Fund Class M	Target Retirement Date	Jun 1, 2011	1.25%	0.29%	10.65%	5.09%	82
FHGDX	Fidelity Advisor Freedom Blend 2035 Fund Class I	Target Retirement Date	Aug 31, 2018	0.48%	0.66%	—	2.85%	79
FHGFX	Fidelity Advisor Freedom Blend 2045 Fund Class A	Target Retirement Date	Aug 31, 2018	0.74%	0.67%	—	2.46%	80
FHGLX	Fidelity Advisor Freedom 2035 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.48%	0.55%	—	7.71%	77
FHHDX	Fidelity Freedom Blend 2040 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.29%	0.75%	—	2.89%	81
FHHEX	Fidelity Freedom Blend Income Fund Class K	Target Retirement Date	Aug 31, 2018	0.31%	0.79%	—	3.13%	73
FHHFX	Fidelity Advisor Freedom Blend 2040 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	0.75%	—	2.81%	82
FHHIX	Federated Hermes SDG Engagement High Yield Credit ...	High Yield Bonds	Sep 25, 2019	1.57%	-0.62%	—	5.38%	72
FHIFX	Fidelity Focused High Income Fund	High Yield Bonds	Sep 8, 2004	0.75%	0.34%	4.56%	5.73%	96
FHIGX	Fidelity Municipal Income Fund	Municipal Bonds	Dec 1, 1977	0.45%	0.10%	2.25%	3.33%	27
FHIIX	Federated Hermes High Income Bond Fund	High Yield Bonds	Nov 30, 1977	0.90%	-0.21%	5.05%	5.41%	83
FHJDX	Fidelity Freedom Blend 2035 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.28%	0.73%	—	3.03%	82
FHJEX	Fidelity Advisor Freedom Blend 2060 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	0.72%	—	2.43%	81
FHJFX	Fidelity Advisor Freedom Blend 2040 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	0.75%	—	2.71%	81
FHJGX	Fidelity Advisor Freedom Blend 2035 Fund Class A	Target Retirement Date	Aug 31, 2018	0.73%	0.59%	—	2.68%	78
FHJKX	Fidelity Advisor Freedom Blend 2050 Fund Class A	Target Retirement Date	Aug 31, 2018	0.74%	0.61%	—	2.30%	78
FHJMX	Fidelity Advisor Europe Fund Class I	Europe Equities	Mar 18, 2014	1.06%	-1.41%	7.58%	2.36%	53
FHJTX	Fidelity Advisor Europe Fund Class C	Europe Equities	Mar 18, 2014	2.19%	-1.68%	6.43%	1.50%	50

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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