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
FSCSX	Fidelity Select Software & IT Services Portfolio	Technology Equities	Jul 29, 1985	0.67%	-14.32%	16.12%	23.45%	1
FSCTX	Fidelity Advisor Small Cap Fund Class M	Small Cap Blend Equities	Sep 9, 1998	1.46%	23.59%	9.92%	1.81%	79
FSCZX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 1, 2017	0.65%	9.52%	—	8.22%	73
FSDAX	Fidelity Select Defense & Aerospace Portfolio	Aerospace & Defense, Industrials Equities	May 8, 1984	0.63%	13.32%	16.13%	2.02%	31
FSDHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.75%	2.29%	3.50%	5.90%	92
FSDIX	Fidelity Strategic Dividend & Income Fund	Diversified Portfolio	Dec 23, 2003	0.68%	14.22%	9.13%	1.59%	52
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	Sep 28, 1986	0.74%	11.36%	8.26%	5.04%	18
FSEAX	Fidelity Emerging Asia Fund	Asia Pacific Equities	Apr 19, 1993	1.02%	36.26%	15.61%	0.16%	88
FSEHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.00%	2.50%	4.24%	6.59%	94
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	Jul 29, 1985	0.68%	74.56%	38.76%	9.38%	93
FSENX	Fidelity Select Energy Portfolio	Energy Equities	Jul 14, 1981	0.77%	26.13%	8.66%	1.70%	61
FSFHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	0.75%	2.73%	4.50%	6.82%	95
FSGEX	Fidelity Series Global ex U.S. Index Fund	Foreign Large Cap Equities	Sep 29, 2009	0.01%	13.99%	9.92%	2.65%	59
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	Aug 9, 2011	0.06%	13.99%	9.44%	2.37%	58
FSHBX	Fidelity Short-Term Bond Fund	Total Bond Market	Sep 15, 1986	0.45%	0.56%	2.08%	3.82%	72
FSHCX	Fidelity Select Health Care Services Portfolio	Health & Biotech Equities	Jun 30, 1986	0.71%	15.25%	9.51%	0.65%	15
FSHIX	Federated Hermes Short-Intermediate Municipal Fund	Municipal Bonds	Aug 20, 1981	0.46%	0.74%	1.52%	1.96%	35
FSHNX	Fidelity Series High Income Fund	High Yield Bonds	Mar 10, 2011	0.00%	2.99%	6.09%	6.47%	95
FSHOX	Fidelity Select Construction & Housing Portfolio	Consumer Discretionary Equities	Sep 28, 1986	0.76%	12.17%	15.32%	5.74%	14
FSHYX	Nuveen Short Term Municipal Bond Fund	Municipal Bonds	Oct 24, 2002	0.49%	0.68%	1.68%	2.54%	76

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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