Mutual Fund Screener

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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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FIRFX	Fidelity Advisor Managed Retirement 2025 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.48%	4.52%	6.89%	3.66%	69
FIRIX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	0.92%	-2.66%	4.13%	3.07%	5
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	Aug 30, 2007	0.45%	3.60%	4.21%	3.25%	77
FIRQX	Fidelity Managed Retirement 2010 Fund	Target Retirement Date	Aug 30, 2007	0.46%	3.60%	5.03%	3.30%	78
FIRSX	Fidelity Managed Retirement 2015 Fund	Target Retirement Date	Aug 30, 2007	0.46%	4.25%	5.77%	3.06%	79
FIRTX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.45%	-2.90%	3.37%	2.54%	4
FIRVX	Fidelity Managed Retirement 2020 Fund	Target Retirement Date	Dec 31, 2007	0.47%	1,440,933.92%	176.04%	102.87%	85
FISAX	Franklin Adjustable U.S. Government Securities Fun...	Ultrashort Bond	Oct 20, 1987	0.85%	0.91%	1.54%	4.36%	94
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	Apr 14, 1987	0.83%	10.35%	12.47%	8.93%	69
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	Mar 15, 1988	0.85%	9.09%	12.02%	9.08%	78
FISGX	Nuveen Mid Cap Growth Opportunities Fund	Mid Cap Growth Equities	Dec 28, 1989	0.92%	16.71%	14.23%	7.16%	36
FISMX	Fidelity International Small Cap Fund	Foreign Small & Mid Cap Equities	Sep 18, 2002	1.01%	7.96%	9.29%	3.32%	20
FISNX	Fidelity Flex Freedom Blend 2010 Fund	Target Retirement Date	Jun 8, 2017	0.00%	5.12%	—	4.03%	71
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	Jul 11, 1990	0.37%	7.91%	15.28%	7.44%	62
FISVX	Fidelity Small Cap Value Index Fund	Small Cap Value Equities	Jul 11, 2019	0.05%	23.37%	—	1.77%	86
FISZX	Fidelity SAI International SMA Completion Fund	Foreign Large Cap Equities	Apr 11, 2019	0.00%	28.33%	—	1.50%	67
FITFX	Fidelity Flex International Index Fund	Foreign Large Cap Equities	Mar 9, 2017	0.00%	13.25%	—	2.55%	54
FITGX	Fidelity Advisor International Growth Fund Class M	Foreign Large Cap Equities	Nov 1, 2007	1.55%	8.75%	9.50%	2.74%	15
FITHX	Fidelity Advisor Freedom 2035 Fund Class I	Target Retirement Date	Nov 6, 2003	0.71%	8.27%	10.76%	7.30%	50
FITIX	Fidelity Advisor Mid Cap II Fund Class M	Mid Cap Blend Equities	Aug 12, 2004	1.25%	25.86%	13.78%	5.91%	82

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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