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
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	Jul 5, 2020	0.79%	1.70%	—	8.41%	10
FHVCX	Fidelity Advisor Freedom Blend 2035 Fund Class C	Target Retirement Date	Aug 31, 2018	1.48%	0.38%	—	2.32%	73
FHVDX	Fidelity Freedom Blend 2055 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.73%	—	2.39%	75
FHVEX	Fidelity Advisor Freedom Blend 2050 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	0.73%	—	2.48%	80
FHWDX	Fidelity Freedom Blend 2050 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.73%	—	2.48%	76
FHWEX	Fidelity Advisor Freedom Blend 2050 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	0.67%	—	2.43%	80
FHXDX	Fidelity Freedom Blend 2045 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.73%	—	2.65%	76
FHXEX	Fidelity Advisor Freedom Blend 2050 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	0.41%	—	1.87%	74
FHYDX	Fidelity Freedom Blend 2040 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.75%	—	2.80%	76
FHYEX	Fidelity Advisor Freedom Blend 2050 Fund Class M	Target Retirement Date	Aug 31, 2018	0.99%	0.54%	—	2.20%	79
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	Dec 24, 2008	0.02%	-0.58%	5.48%	5.75%	90
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	Aug 23, 1984	0.98%	-0.59%	6.48%	5.31%	86
FHZDX	Fidelity Freedom Blend 2035 Fund Class K	Target Retirement Date	Aug 31, 2018	0.38%	0.73%	—	2.96%	75
FHZEX	Fidelity Advisor Freedom Blend 2040 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	0.42%	—	2.13%	75
FHZTX	Fidelity Advisor Large Cap Stock Fund Class I	Large Cap Blend Equities	—	0.77%	—	—	0.00%	—
FIADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Dec 31, 1986	1.02%	-0.26%	8.32%	7.02%	58
FIAFX	Fidelity Advisor Freedom Income Fund Class I	Target Retirement Date	Jul 24, 2003	0.47%	0.66%	4.16%	3.08%	81
FIAGX	Fidelity Advisor International Growth Fund Class A	Foreign Large Cap Equities	Nov 1, 2007	1.28%	-0.58%	8.56%	3.23%	35
FIALX	Fidelity Sustainable Core Plus Bond Fund	Intermediate Core-Plus Bond	Apr 13, 2022	0.45%	-0.16%	—	3.76%	23
FIASX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.29%	0.75%	8.12%	3.39%	64

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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