PortfoliosLab logoPortfoliosLab logo

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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Advisor Short Duration High Income Fund C...High Yield BondsOct 2, 20180.66%
2.64%
7.40%
95
Fidelity Advisor Biotechnology Fund Class ZHealth & Biotech EquitiesOct 2, 20180.61%
19.32%
1.21%
94
Fidelity Advisor Financial Services Fund Class ZFinancials EquitiesOct 2, 20180.64%
3.30%
6.88%
12
Fidelity Advisor Health Care Fund Class ZHealth & Biotech EquitiesOct 2, 20180.59%
9.40%
10.49%
50
Fidelity Advisor Industrials Fund Class ZIndustrials EquitiesOct 2, 20180.63%
20.08%
1.31%
47
Fidelity Freedom Index Income Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
3.64%
4.22%
3.21%
64
Fidelity Advisor Semiconductors Fund Class ZTechnology EquitiesOct 2, 20180.62%
68.03%
3.97%
92
Fidelity Advisor Technology Fund Class ZTechnology EquitiesOct 2, 20180.59%
Fidelity Advisor International Real Estate Fund Cl...REITOct 2, 20180.79%
-2.57%
3.18%
5
Fidelity Advisor Real Estate Income Fund Class ZREITOct 2, 20180.59%
4.85%
4.61%
71
Fidelity Advisor Small Cap Value Fund Class ZSmall Cap Value EquitiesOct 2, 20180.87%
27.59%
8.03%
83
Fidelity Advisor Corporate Bond Fund Class ZCorporate BondsOct 2, 20180.36%
0.87%
4.31%
24
Fidelity Advisor Government Income Fund Class ZGovernment BondsOct 2, 20180.36%
0.92%
3.55%
19
Fidelity Advisor Investment Grade Bond Fund Class ...Total Bond MarketOct 2, 20180.36%
0.80%
3.99%
20
Fidelity Advisor Limited Term Bond Fund Class ZTotal Bond MarketOct 2, 20180.36%
0.73%
4.13%
63
Fidelity Advisor Mortgage Securities Fund Class ZTotal Bond MarketOct 2, 20180.36%
1.31%
3.98%
37
Fidelity Advisor Asset Manager 20% Fund Class ZDiversified PortfolioOct 2, 20180.48%
4.35%
3.07%
80
Fidelity Advisor Asset Manager 30% Fund Class ZDiversified PortfolioOct 2, 20180.50%
5.56%
2.80%
76
Fidelity Advisor Asset Manager 40% Fund Class ZDiversified PortfolioOct 2, 20180.50%
6.81%
3.71%
74
Fidelity Advisor Asset Manager 50% Fund Class ZDiversified PortfolioOct 2, 20180.55%
8.07%
7.10%
73

Rows per page

2201–2220 of 7224

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.

0%Annualized Volatility0%Annualized Return

Loading charts...