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
FSMDX	Fidelity Mid Cap Index Fund	Mid Cap Blend Equities	Sep 8, 2011	0.03%	15.16%	11.89%	0.76%	55
FSMEX	Fidelity Select Medical Technology and Devices Por...	Health & Biotech Equities	Apr 28, 1998	0.68%	-10.16%	9.93%	20.21%	2
FSMNX	Fidelity SAI Municipal Income Fund	Municipal Bonds	Oct 2, 2018	0.36%	1.91%	—	3.09%	73
FSMOX	Fidelity SAI Investment Grade Securitized Fund	Intermediate Core Bond	May 17, 2023	0.33%	1.28%	—	4.07%	42
FSMSX	FS Multi-Strategy Alternatives Fund	Multistrategy	May 15, 2017	1.89%	3.50%	—	3.98%	86
FSMTX	Fidelity SAI Total Bond Fund	Total Bond Market	Oct 25, 2018	0.30%	0.90%	—	4.17%	29
FSMUX	Strategic Advisers Municipal Bond Fund	Municipal Bonds	Jun 24, 2021	0.06%	1.93%	—	2.66%	87
FSMVX	Fidelity Mid Cap Value Fund	Mid Cap Value Equities	Nov 15, 2001	0.57%	24.84%	11.94%	6.30%	85
FSNIX	Fidelity Advisor Asset Manager 60% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.75%	9.84%	8.73%	5.25%	70
FSNKX	Fidelity Freedom 2010 Fund Class K	Target Retirement Date	Jul 20, 2017	0.44%	5.34%	—	4.68%	73
FSNLX	Fidelity Freedom 2015 Fund Class K	Target Retirement Date	Jul 20, 2017	0.47%	6.12%	—	6.45%	72
FSNOX	Fidelity Freedom 2020 Fund Class K	Target Retirement Date	Jul 20, 2017	0.51%	7.14%	—	7.62%	71
FSNPX	Fidelity Freedom 2025 Fund Class K	Target Retirement Date	Jul 20, 2017	0.54%	8.15%	—	6.83%	69
FSNQX	Fidelity Freedom 2030 Fund Class K	Target Retirement Date	Jul 20, 2017	0.58%	9.03%	—	6.08%	70
FSNUX	Fidelity Freedom 2035 Fund Class K	Target Retirement Date	Jul 20, 2017	0.61%	10.03%	—	5.90%	71
FSNVX	Fidelity Freedom 2040 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	11.90%	—	6.37%	71
FSNZX	Fidelity Freedom 2045 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	13.16%	—	5.82%	71
FSOAX	Fidelity Advisor Value Strategies Fund Class A	Mid Cap Value Equities	Sep 3, 1996	1.13%	25.57%	10.22%	0.00%	38
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	Mar 22, 2007	0.00%	23.55%	13.53%	3.57%	86
FSOSX	Fidelity Series Overseas Fund	Foreign Large Cap Equities	Jun 21, 2019	0.01%	7.37%	—	8.52%	9

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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