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
FISVX	Fidelity Small Cap Value Index Fund	Small Cap Value Equities	Jul 11, 2019	0.05%	9.72%	—	1.99%	81
FISZX	Fidelity SAI International SMA Completion Fund	Foreign Large Cap Equities	Apr 11, 2019	0.00%	10.48%	—	1.74%	72
FITFX	Fidelity Flex International Index Fund	Foreign Large Cap Equities	Mar 9, 2017	0.00%	7.82%	—	2.67%	88
FITGX	Fidelity Advisor International Growth Fund Class M	Foreign Large Cap Equities	Nov 1, 2007	1.55%	4.71%	8.90%	2.84%	39
FITHX	Fidelity Advisor Freedom 2035 Fund Class I	Target Retirement Date	Nov 6, 2003	0.71%	3.13%	10.19%	7.05%	88
FITIX	Fidelity Advisor Mid Cap II Fund Class M	Mid Cap Blend Equities	Aug 12, 2004	1.25%	10.65%	12.19%	6.72%	77
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	May 9, 2017	0.11%	-2.33%	—	1.14%	72
FITMX	Fidelity SAI International Momentum Index Fund	Foreign Large Cap Equities	May 11, 2020	0.18%	8.15%	—	2.42%	83
FITWX	Fidelity Advisor Freedom 2025 Fund Class I	Target Retirement Date	Nov 6, 2003	0.62%	2.66%	7.92%	7.47%	74
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	Nov 27, 1987	0.60%	9.78%	10.28%	3.11%	12
FIUSX	Delaware Opportunity Fund	Mid Cap Value Equities	Aug 24, 1992	1.15%	12.68%	10.72%	10.24%	89
FIVFX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	Nov 1, 1994	1.00%	—	—	10.67%	—
FIVLX	Fidelity International Value Fund	Foreign Large Cap Equities	May 18, 2006	1.01%	6.23%	9.73%	2.19%	92
FIVMX	Fidelity Advisor International Value Fund Class A	Foreign Large Cap Equities	May 18, 2006	1.30%	6.16%	9.35%	2.04%	85
FIVOX	Fidelity Advisor International Value Fund Class C	Foreign Large Cap Equities	May 18, 2006	2.05%	5.98%	8.60%	1.63%	84
FIVPX	Fidelity Advisor International Value Fund Class M	Foreign Large Cap Equities	May 18, 2006	1.55%	6.15%	9.11%	1.78%	84
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	May 18, 2006	1.05%	6.23%	9.62%	2.25%	87
FIWAX	Fidelity Advisor Limited Term Municipal Income Fun...	Municipal Bonds	Oct 2, 2018	0.31%	0.39%	—	2.38%	70
FIWBX	Fidelity Advisor Multi-Asset Income Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.71%	4.10%	—	3.45%	71
FIWCX	Fidelity SAI International Value Index Fund	Foreign Large Cap Equities	Dec 19, 2017	0.17%	10.72%	—	6.30%	92

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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