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
FIWDX	Fidelity Advisor Strategic Income Fund Class Z	Total Bond Market	Oct 2, 2018	0.61%	0.95%	—	4.04%	90
FIWEX	Fidelity Advisor Municipal Income Fund Class Z	Municipal Bonds	Oct 2, 2018	0.42%	0.49%	—	3.07%	39
FIWFX	Fidelity Freedom Index 2015 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	1.52%	6.27%	5.38%	81
FIWGX	Strategic Advisers Fidelity Core Income Fund	Intermediate Core-Plus Bond	Oct 16, 2018	0.46%	-0.10%	—	3.07%	28
FIWTX	Fidelity Freedom Index 2020 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	1.66%	7.04%	5.90%	83
FIXIX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.02%	5.12%	8.85%	3.36%	77
FIXRX	Fidelity Managed Retirement 2025 Fund	Target Retirement Date	Dec 31, 2007	0.48%	2.32%	6.89%	2.65%	78
FJABX	Fidelity Advisor Freedom Blend 2025 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.35%	2.83%	—	2.46%	80
FJACX	Fidelity Series Small Cap Discovery Fund	Small Cap Blend Equities	Nov 7, 2013	0.00%	2.64%	10.01%	10.17%	46
FJADX	Fidelity Advisor Freedom Blend 2025 Fund Class I	Target Retirement Date	Aug 31, 2018	0.45%	2.76%	—	2.34%	76
FJAEX	Fidelity Advisor Freedom Blend 2025 Fund Class C	Target Retirement Date	Aug 31, 2018	1.45%	2.48%	—	1.55%	73
FJAGX	Fidelity Advisor Freedom Blend 2025 Fund Class M	Target Retirement Date	Aug 31, 2018	0.95%	2.66%	—	1.78%	73
FJAHX	Fidelity Advisor Freedom Blend 2025 Fund Class A	Target Retirement Date	Aug 31, 2018	0.70%	2.69%	—	2.14%	75
FJAIX	Fidelity Advisor Freedom Blend 2020 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.34%	2.56%	—	2.61%	80
FJAJX	Fidelity Advisor Freedom Blend 2020 Fund Class I	Target Retirement Date	Aug 31, 2018	0.44%	2.56%	—	2.52%	77
FJALX	Fidelity Advisor Freedom Blend 2020 Fund Class C	Target Retirement Date	Aug 31, 2018	1.44%	2.35%	—	1.72%	74
FJAMX	Fidelity Advisor Freedom Blend 2030 Fund Class A	Target Retirement Date	Aug 31, 2018	0.71%	2.93%	—	2.63%	76
FJANX	Fidelity Advisor Freedom Blend 2020 Fund Class M	Target Retirement Date	Aug 31, 2018	0.94%	2.40%	—	2.10%	75
FJAOX	Fidelity Advisor Freedom Blend 2020 Fund Class A	Target Retirement Date	Aug 31, 2018	0.69%	2.49%	—	2.28%	74
FJAPX	Fidelity Advisor Freedom Blend 2015 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.33%	2.33%	—	2.88%	78

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.

Loading graphics...

Time Period