Mutual Fund Screener

See Documentation

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
FSAHX	Fidelity Short Duration High Income Fund	High Yield Bonds	Nov 5, 2013	0.75%	2.62%	4.48%	6.85%	94
FSAJX	Fidelity SAI Tax-Free Bond Fund	Municipal Bonds	Oct 2, 2018	0.25%	1.98%	—	3.03%	76
FSAKX	Strategic Advisers U.S. Total Stock Fund	Large Cap Blend Equities	Dec 30, 2009	0.28%	11.09%	—	2.72%	55
FSAMX	Strategic Advisers Emerging Markets Fund	Emerging Markets Diversified	Sep 29, 2010	0.33%	27.20%	10.50%	4.86%	89
FSANX	Fidelity Asset Manager 60% Fund	Diversified Portfolio	Oct 9, 2007	0.68%	9.84%	8.78%	5.32%	72
FSATX	Fidelity Advisor Asset Manager 60% Fund Class M	Diversified Portfolio	Oct 9, 2007	1.25%	9.60%	8.28%	4.88%	67
FSAVX	Fidelity Select Automotive Portfolio	Consumer Discretionary Equities	Jun 29, 1986	0.88%	-5.15%	11.02%	5.98%	3
FSAZX	Fidelity Arizona Municipal Income Fund	Municipal Bonds	Oct 11, 1994	0.55%	1.65%	1.85%	2.44%	77
FSBDX	Fidelity Series Blue Chip Growth Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	16.36%	22.76%	3.21%	65
FSBHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.00%	2.50%	4.22%	6.59%	93
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	18.03%	8.02%	0.93%	45
FSCDX	Fidelity Advisor Small Cap Fund Class A	Small Cap Blend Equities	Sep 9, 1998	1.22%	23.73%	10.38%	1.55%	80
FSCEX	Fidelity Advisor Small Cap Fund Class C	Small Cap Blend Equities	Sep 9, 1998	2.04%	23.24%	8.52%	2.90%	78
FSCHX	Fidelity Select Chemicals Portfolio	Energy Equities	Jul 28, 1985	0.74%	21.02%	6.76%	2.82%	15
FSCIX	Fidelity Advisor Small Cap Fund Class I	Small Cap Blend Equities	Sep 9, 1998	0.97%	23.86%	12.13%	1.31%	80
FSCJX	Fidelity SAI Canada Equity Index Fund	Canada Equities	Jul 11, 2024	0.12%	7.30%	—	1.25%	75
FSCNX	Fidelity Advisor Asset Manager 60% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.78%	9.32%	7.84%	4.42%	63
FSCOX	Fidelity International Small Cap Opportunities Fun...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.23%	5.87%	9.33%	11.38%	13
FSCPX	Fidelity Select Consumer Discretionary Portfolio	Consumer Discretionary Equities	Jun 28, 1990	0.76%	0.51%	12.35%	9.14%	10
FSCRX	Fidelity Small Cap Discovery Fund	Small Cap Blend Equities	Sep 26, 2000	0.98%	19.05%	10.40%	12.71%	55

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 charts...

Time Period