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
FIHFX	Fidelity Freedom Index 2035 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	2.07%	10.00%	2.72%	87
FIIAX	Fidelity Advisor Mid Cap II Fund Class A	Mid Cap Blend Equities	Aug 12, 2004	1.00%	10.76%	11.48%	6.38%	78
FIICX	Fidelity Advisor Mid Cap II Fund Class C	Mid Cap Blend Equities	Aug 12, 2004	1.83%	10.53%	10.70%	8.36%	69
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	Dec 20, 1993	0.58%	-0.45%	2.50%	3.86%	41
FIIIX	Fidelity Advisor International Growth Fund Class I	Foreign Large Cap Equities	Nov 1, 2007	1.00%	4.81%	9.40%	3.28%	45
FIIMX	Fidelity Advisor Mid Cap II Fund Class I	Mid Cap Blend Equities	Aug 12, 2004	0.73%	10.82%	11.37%	6.20%	76
FIIVX	Fidelity Advisor Managed Retirement 2020 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.47%	2.10%	6.33%	2.79%	75
FIJAX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Oct 2, 2018	0.43%	0.64%	—	2.91%	33
FIJBX	Fidelity Advisor California Municipal Income Fund ...	Municipal Bonds	Oct 2, 2018	0.42%	0.24%	—	3.00%	33
FIJDX	Fidelity Advisor Gold Fund Class Z	Gold	Dec 16, 1985	0.60%	16.88%	—	1.86%	69
FIJEX	Frost Total Return Bond Fund	Short-Term Bond	Apr 25, 2008	0.46%	0.13%	3.57%	5.15%	20
FIJJX	Fidelity Advisor Freedom 2010 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.44%	2.16%	—	5.18%	75
FIJKX	Fidelity Advisor Freedom 2015 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.47%	2.28%	—	6.99%	76
FIJLX	Fidelity Advisor Freedom 2020 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.51%	2.50%	—	7.85%	76
FIJMX	Fidelity Advisor Freedom 2025 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.54%	2.75%	—	7.83%	76
FIJNX	Fidelity Advisor Freedom 2030 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.58%	2.93%	—	7.43%	75
FIJOX	Fidelity Advisor Freedom 2035 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.61%	3.18%	—	7.39%	81
FIJPX	Fidelity Advisor Freedom 2040 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.65%	3.66%	—	7.07%	78
FIJQX	Fidelity Advisor Freedom 2045 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.65%	3.95%	—	6.27%	81
FIJRX	Fidelity Advisor Freedom 2050 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.65%	3.95%	—	5.86%	78

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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