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
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Oct 2, 2018	0.59%	9.55%	—	9.85%	84
FIQWX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Oct 2, 2018	0.59%	7.36%	—	7.10%	87
FIQZX	Fidelity Advisor Intermediate Municipal Income Fun...	Municipal Bonds	Oct 2, 2018	0.27%	0.32%	—	3.14%	53
FIRAX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.20%	1.15%	3.86%	2.72%	37
FIRCX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.95%	0.99%	3.08%	2.13%	33
FIREX	Fidelity International Real Estate Fund	REIT	Sep 8, 2004	0.95%	1.23%	3.97%	2.93%	45
FIRFX	Fidelity Advisor Managed Retirement 2025 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.48%	2.33%	6.89%	2.64%	78
FIRIX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	0.92%	1.23%	4.21%	2.95%	39
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	Aug 30, 2007	0.45%	1.69%	4.16%	3.16%	80
FIRQX	Fidelity Managed Retirement 2010 Fund	Target Retirement Date	Aug 30, 2007	0.46%	1.69%	5.00%	3.16%	76
FIRSX	Fidelity Managed Retirement 2015 Fund	Target Retirement Date	Aug 30, 2007	0.46%	1.87%	5.69%	3.00%	77
FIRTX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.45%	1.16%	3.44%	2.44%	35
FIRVX	Fidelity Managed Retirement 2020 Fund	Target Retirement Date	Dec 31, 2007	0.47%	2.10%	6.33%	2.79%	76
FISAX	Franklin Adjustable U.S. Government Securities Fun...	Ultrashort Bond	Oct 20, 1987	0.85%	0.30%	1.49%	4.14%	88
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	Apr 14, 1987	0.83%	1.49%	11.78%	9.75%	68
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	Mar 15, 1988	0.85%	4.41%	11.59%	9.66%	89
FISGX	Nuveen Mid Cap Growth Opportunities Fund	Mid Cap Growth Equities	Dec 28, 1989	0.92%	3.52%	12.72%	8.07%	44
FISMX	Fidelity International Small Cap Fund	Foreign Small & Mid Cap Equities	Sep 18, 2002	1.01%	5.11%	8.86%	3.41%	81
FISNX	Fidelity Flex Freedom Blend 2010 Fund	Target Retirement Date	Jun 8, 2017	0.00%	2.31%	—	3.60%	75
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	Jul 11, 1990	0.37%	-0.61%	14.32%	8.08%	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.

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