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
FIKUX	Fidelity Advisor Mortgage Securities Fund Class Z	Total Bond Market	Oct 2, 2018	0.36%	0.51%	—	3.68%	23
FIKVX	Fidelity Advisor Asset Manager 20% Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.48%	1.52%	—	2.97%	82
FIKWX	Fidelity Advisor Asset Manager 30% Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.50%	1.84%	—	2.73%	80
FIKYX	Fidelity Advisor Asset Manager 40% Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.50%	1.99%	—	3.48%	79
FIKZX	Fidelity Advisor Asset Manager 50% Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.55%	2.39%	—	7.16%	77
FILDX	Frost Low Duration Bond Fund	Short-Term Bond	Apr 25, 2008	0.43%	0.11%	2.21%	3.90%	51
FILFX	Strategic Advisers International Fund	Foreign Large Cap Equities	Mar 23, 2006	0.56%	6.26%	9.61%	6.90%	76
FILSX	Fidelity Flex Freedom Blend 2015 Fund	Target Retirement Date	Jun 8, 2017	0.00%	2.38%	—	4.59%	74
FIMIX	Fidelity Minnesota Municipal Income Fund	Municipal Bonds	Nov 21, 1985	0.49%	0.28%	1.86%	2.92%	45
FIMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	1.03%	11.67%	11.61%	1.41%	94
FIMPX	Nuveen Small Cap Growth Opportunities Fund	Small Cap Growth Equities	Aug 1, 1995	0.96%	-3.58%	10.73%	5.70%	28
FIMTX	Federated Hermes Intermediate Municipal Fund	Municipal Bonds	Dec 25, 1985	0.69%	-0.20%	1.77%	1.48%	9
FIMVX	Fidelity Mid Cap Value Index Fund	Mid Cap Value Equities	Jul 11, 2019	0.05%	8.03%	—	2.30%	77
FINFX	American Funds Fundamental Investors® Class F-2	Large Cap Blend Equities, Dividend	Aug 1, 1978	0.39%	1.77%	14.15%	8.60%	83
FINS	Angel Oak Financial Strategies Income Term Trust	High Yield Bonds	May 29, 2019	0.03%	-0.96%	—	10.64%	14
FINSX	Fidelity Advisor New Insights Fund Class I	Large Cap Growth Equities	Jul 31, 2003	0.68%	0.63%	15.94%	8.76%	78
FINVX	Fidelity Series International Value Fund	Foreign Large Cap Equities	Dec 3, 2009	0.01%	6.54%	10.92%	10.51%	92
FIOFX	Fidelity Freedom Index 2045 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	2.63%	11.23%	1.98%	88
FIONX	Fidelity SAI International Index Fund	Foreign Large Cap Equities	Jan 5, 2016	0.04%	6.36%	—	3.08%	74
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	Nov 7, 2013	0.00%	5.98%	10.84%	3.33%	83

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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