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
FOSFX	Fidelity Overseas Fund	Foreign Large Cap Equities	Dec 4, 1984	0.99%	7.18%	9.27%	4.54%	9
FOSIX	Tributary Short-Intermediate Bond Fund	Short-Term Bond	Dec 14, 1992	0.64%	0.61%	2.33%	3.88%	68
FOSKX	Fidelity Overseas Fund Class K	Foreign Large Cap Equities	May 9, 2008	0.89%	7.22%	9.37%	4.62%	9
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.38%	5.36%	—	4.91%	75
FPACX	FPA Crescent Fund	Diversified Portfolio	Jun 1, 1993	1.00%	5.42%	10.24%	8.45%	47
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	Sep 8, 2011	0.08%	24.49%	9.60%	1.89%	78
FPBFX	Fidelity Pacific Basin Fund	Asia Pacific Equities	Oct 1, 1986	1.04%	28.03%	12.88%	6.40%	81
FPCGX	Fort Pitt Capital Total Return Fund	Large Cap Blend Equities	Dec 31, 2001	1.00%	—	—	32.80%	—
FPCIX	Strategic Advisers Core Income Fund	Total Bond Market	—	0.31%	0.32%	1.94%	3.18%	23
FPDIX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Diversified Portfolio	Jun 13, 2019	—	12.66%	—	0.00%	67
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	Jan 10, 2011	1.00%	-0.04%	4.90%	4.59%	66
FPFIX	FPA Flexible Fixed Income Fund	Nontraditional Bonds	Dec 30, 2018	0.51%	0.30%	—	3.73%	32
FPGLX	Fidelity Advisor Freedom 2025 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.44%	7.60%	—	8.20%	59
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	Jun 17, 2001	0.75%	17.03%	12.55%	4.75%	88
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	5.75%	7.14%	5.81%	68
FPIOX	Strategic Advisers Income Opportunities Fund	High Yield Bonds	Sep 27, 2007	0.49%	1.32%	5.24%	4.45%	77
FPJAX	Fidelity Advisor Japan Fund Class A	Japan Equities, Asia Pacific Equities	Dec 14, 2010	1.38%	26.06%	11.29%	7.72%	66
FPKFX	Fidelity Puritan K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	9.52%	—	3.83%	58
FPNIX	FPA New Income Fund	Short-Term Bond	Jul 11, 1984	0.45%	0.41%	2.82%	3.84%	38
FPNTX	Nuveen Pennsylvania Municipal Bond Fund	Municipal Bonds	Oct 28, 1986	0.76%	1.93%	1.81%	2.81%	73

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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