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
FIJSX	Fidelity Advisor Freedom 2055 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.65%	3.98%	—	5.23%	78
FIJTX	Fidelity Advisor Freedom 2060 Fund Class Z	Target Retirement Date	Oct 2, 2018	0.65%	3.95%	—	4.67%	78
FIJUX	Fidelity Advisor Freedom Income Fund Class Z	Target Retirement Date	Oct 2, 2018	0.42%	1.90%	—	3.12%	70
FIJWX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Oct 2, 2018	0.66%	0.90%	—	6.94%	97
FIJYX	Fidelity Advisor Biotechnology Fund Class Z	Health & Biotech Equities	Oct 2, 2018	0.61%	4.57%	—	1.38%	88
FIKBX	Fidelity Advisor Financial Services Fund Class Z	Financials Equities	Oct 2, 2018	0.64%	-3.12%	—	7.34%	29
FIKCX	Fidelity Advisor Health Care Fund Class Z	Health & Biotech Equities	Oct 2, 2018	0.59%	-3.31%	—	11.87%	16
FIKDX	Kempner Multi-Cap Deep Value Fund	Large Cap Value Equities	Apr 25, 2008	0.95%	0.00%	9.09%	32.65%	17
FIKEX	Fidelity Advisor Industrials Fund Class Z	Industrials Equities	Oct 2, 2018	0.63%	11.22%	—	1.42%	83
FIKFX	Fidelity Freedom Index Income Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	1.39%	4.08%	3.36%	82
FIKGX	Fidelity Advisor Semiconductors Fund Class Z	Technology Equities	Oct 2, 2018	0.62%	19.33%	—	5.59%	94
FIKHX	Fidelity Advisor Technology Fund Class Z	Technology Equities	Oct 2, 2018	0.59%	—	—	9.85%	—
FIKJX	Fidelity Advisor Real Estate Fund Class Z	REIT	Oct 2, 2018	0.64%	—	—	12.74%	—
FIKLX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Oct 2, 2018	0.79%	1.24%	—	3.06%	39
FIKMX	Fidelity Advisor Real Estate Income Fund Class Z	REIT	Oct 2, 2018	0.59%	1.07%	—	3.82%	53
FIKNX	Fidelity Advisor Small Cap Value Fund Class Z	Small Cap Value Equities	Oct 2, 2018	0.87%	7.05%	—	9.57%	52
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	Oct 2, 2018	0.36%	-0.16%	—	3.90%	25
FIKPX	Fidelity Advisor Government Income Fund Class Z	Government Bonds	Oct 2, 2018	0.36%	0.21%	—	3.21%	9
FIKQX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	Oct 2, 2018	0.36%	0.40%	—	3.98%	22
FIKRX	Fidelity Advisor Limited Term Bond Fund Class Z	Total Bond Market	Oct 2, 2018	0.36%	0.04%	—	3.73%	59

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.

Loading graphics...

Time Period