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
FIATX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	Nov 3, 1997	1.49%	-3.03%	8.77%	5.84%	38
FIBPX	Federated Hermes International Bond Strategy Portf...	Global Bonds	Dec 23, 2008	0.00%	-1.72%	2.06%	5.35%	31
FIBUX	Fidelity Flex U.S. Bond Index Fund	Total Bond Market	Mar 9, 2017	0.00%	0.22%	—	4.03%	30
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	May 2, 2007	0.74%	3.65%	10.59%	4.43%	84
FICDX	Fidelity Canada Fund	Foreign Large Cap Equities	Nov 17, 1987	0.80%	3.67%	10.56%	5.50%	91
FICEX	Frost Growth Equity Fund	Large Cap Growth Equities	Apr 25, 2008	0.63%	-10.20%	15.27%	24.43%	29
FICGX	Delaware Growth Equity Fund	Large Cap Growth Equities	Oct 25, 2000	1.04%	-1.73%	12.43%	3.87%	81
FICMX	Federated Hermes Government Income Fund	Government Bonds	Mar 29, 1982	0.63%	-0.08%	0.86%	3.37%	23
FICNX	Fidelity Connecticut Municipal Income Fund	Municipal Bonds	Oct 29, 1987	0.48%	-0.03%	1.90%	2.77%	32
FICQX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	Jul 17, 2025	0.81%	-2.91%	—	6.16%	—
FICSX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	2.05%	0.52%	7.35%	2.72%	57
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.70%	6.18%	11.72%	10.07%	89
FIDAX	John Hancock Financial Industries Fund	Financials Equities	Mar 14, 1996	1.24%	-5.80%	10.27%	51.15%	24
FIDEX	Fidelity SAI Sustainable U.S. Equity Fund	Large Cap Blend Equities	Apr 14, 2022	0.56%	-2.38%	—	1.61%	69
FIDFX	Fidelity Advisor Mid Cap Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.45%	5.22%	—	7.51%	68
FIDGX	Fidelity Advisor Small Cap Growth Fund Class Z	Small Cap Growth Equities	Feb 1, 2017	0.90%	1.22%	—	6.23%	65
FIDJX	Fidelity SAI Sustainable Sector Fund	Large Cap Blend Equities	Apr 14, 2022	0.44%	-0.93%	—	0.61%	73
FIDKX	Fidelity International Discovery Fund Class K	Foreign Large Cap Equities	May 9, 2008	0.90%	-0.23%	8.44%	7.02%	67
FIDLX	Fidelity Advisor Large Cap Fund Class Z	Large Cap Value Equities	Feb 1, 2017	0.42%	0.00%	—	5.87%	74
FIDPX	Federated Hermes International Dividend Strategy P...	Foreign Large Cap Equities	Feb 8, 2015	0.00%	4.98%	7.94%	4.07%	66

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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