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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 U.S. Sustainability Index FundLarge Cap Blend Equities, ESGMay 9, 20170.11%
7.55%
1.03%
43
Fidelity SAI International Momentum Index FundForeign Large Cap EquitiesMay 11, 20200.18%
11.79%
2.34%
33
Fidelity Advisor Freedom 2025 Fund Class ITarget Retirement DateNov 6, 20030.62%
6.81%
8.31%
7.72%
54
Fidelity Telecom and Utilities FundUtilities EquitiesNov 27, 19870.60%
7.66%
9.47%
3.17%
6
Delaware Opportunity FundMid Cap Value EquitiesAug 24, 19921.15%
20.80%
11.77%
9.55%
88
Fidelity International Capital Appreciation FundForeign Large Cap EquitiesNov 1, 19941.00%
Fidelity International Value FundForeign Large Cap EquitiesMay 18, 20061.01%
5.95%
10.11%
2.19%
35
Fidelity Advisor International Value Fund Class AForeign Large Cap EquitiesMay 18, 20061.30%
5.81%
9.74%
2.05%
36
Fidelity Advisor International Value Fund Class CForeign Large Cap EquitiesMay 18, 20062.05%
5.42%
8.98%
1.64%
33
Fidelity Advisor International Value Fund Class MForeign Large Cap EquitiesMay 18, 20061.55%
5.72%
9.49%
1.79%
36
Fidelity Advisor International Value Fund Class IForeign Large Cap EquitiesMay 18, 20061.05%
5.87%
10.01%
2.25%
37
Fidelity Advisor Limited Term Municipal Income Fun...Municipal BondsOct 2, 20180.31%
0.96%
2.48%
74
Fidelity Advisor Multi-Asset Income Fund Class ZDiversified PortfolioOct 2, 20180.71%
3.63%
3.69%
31
Fidelity SAI International Value Index FundForeign Large Cap EquitiesDec 19, 20170.17%
13.03%
6.17%
76
Fidelity Advisor Strategic Income Fund Class ZTotal Bond MarketOct 2, 20180.61%
3.06%
4.35%
81
Fidelity Advisor Municipal Income Fund Class ZMunicipal BondsOct 2, 20180.42%
1.80%
3.10%
73
Fidelity Freedom Index 2015 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
4.54%
6.53%
4.90%
63
Strategic Advisers Fidelity Core Income FundIntermediate Core-Plus BondOct 16, 20180.46%
0.61%
3.42%
25
Fidelity Freedom Index 2020 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
5.29%
7.37%
5.88%
60
Fidelity Advisor International Small Cap Fund Clas...Foreign Small & Mid Cap EquitiesMay 27, 20031.02%
7.96%
9.27%
3.28%
20

Rows per page

2281–2300 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

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