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
FIXRX	Fidelity Managed Retirement 2025 Fund	Target Retirement Date	Dec 31, 2007	0.48%	4.52%	6.86%	3.67%	72
FJABX	Fidelity Advisor Freedom Blend 2025 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.35%	7.55%	—	3.32%	64
FJACX	Fidelity Series Small Cap Discovery Fund	Small Cap Blend Equities	Nov 7, 2013	0.00%	18.63%	11.80%	8.49%	55
FJADX	Fidelity Advisor Freedom Blend 2025 Fund Class I	Target Retirement Date	Aug 31, 2018	0.45%	7.47%	—	3.21%	65
FJAEX	Fidelity Advisor Freedom Blend 2025 Fund Class C	Target Retirement Date	Aug 31, 2018	1.45%	6.93%	—	2.42%	55
FJAGX	Fidelity Advisor Freedom Blend 2025 Fund Class M	Target Retirement Date	Aug 31, 2018	0.95%	7.26%	—	2.60%	61
FJAHX	Fidelity Advisor Freedom Blend 2025 Fund Class A	Target Retirement Date	Aug 31, 2018	0.70%	7.30%	—	3.03%	61
FJAIX	Fidelity Advisor Freedom Blend 2020 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.34%	6.51%	—	3.46%	67
FJAJX	Fidelity Advisor Freedom Blend 2020 Fund Class I	Target Retirement Date	Aug 31, 2018	0.44%	6.44%	—	3.30%	65
FJALX	Fidelity Advisor Freedom Blend 2020 Fund Class C	Target Retirement Date	Aug 31, 2018	1.44%	6.06%	—	2.56%	54
FJAMX	Fidelity Advisor Freedom Blend 2030 Fund Class A	Target Retirement Date	Aug 31, 2018	0.71%	8.06%	—	3.37%	63
FJANX	Fidelity Advisor Freedom Blend 2020 Fund Class M	Target Retirement Date	Aug 31, 2018	0.94%	6.26%	—	3.01%	61
FJAOX	Fidelity Advisor Freedom Blend 2020 Fund Class A	Target Retirement Date	Aug 31, 2018	0.69%	6.41%	—	3.17%	64
FJAPX	Fidelity Advisor Freedom Blend 2015 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.33%	5.67%	—	2.75%	69
FJAQX	Fidelity Advisor Freedom Blend 2015 Fund Class I	Target Retirement Date	Aug 31, 2018	0.43%	5.59%	—	2.53%	67
FJASX	Fidelity Advisor Freedom Blend 2015 Fund Class C	Target Retirement Date	Aug 31, 2018	1.43%	5.12%	—	1.69%	55
FJATX	Fidelity Advisor Freedom Blend 2015 Fund Class M	Target Retirement Date	Aug 31, 2018	0.93%	5.42%	—	2.17%	62
FJAUX	Fidelity Advisor Freedom Blend 2015 Fund Class A	Target Retirement Date	Aug 31, 2018	0.68%	5.49%	—	2.43%	63
FJAVX	Fidelity Advisor Freedom Blend 2010 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.31%	4.94%	—	2.90%	69
FJAWX	Fidelity Advisor Freedom Blend 2010 Fund Class I	Target Retirement Date	Aug 31, 2018	0.41%	4.91%	—	2.62%	69

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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