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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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Select Insurance PortfolioFinancials EquitiesDec 16, 19850.78%
3.37%
12.66%
4.55%
5
Fidelity Large Cap Growth Index FundLarge Cap Growth Equities0.04%
3.44%
0.38%
17
Fidelity® Select Health Care PortfolioHealth & Biotech EquitiesJul 14, 19810.69%
9.64%
10.19%
11.11%
21
Fidelity International Index FundForeign Large Cap EquitiesNov 5, 19970.04%
9.70%
9.76%
2.87%
34
Fidelity Select Technology PortfolioTechnology EquitiesJul 14, 19810.62%
35.63%
27.24%
8.00%
82
Fidelity SAI Inflation-Protected Bond Index FundInflation-Protected BondsAug 16, 20240.05%
1.73%
3.76%
32
Fidelity Sustainable International Equity FundForeign Large Cap EquitiesFeb 10, 20221.05%
12.26%
1.92%
28
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.95%
5.94%
4.99%
4.01%
87
Fidelity Select Banking PortfolioFinancials EquitiesJun 30, 19860.73%
13.67%
12.55%
2.10%
21
Fidelity Advisor Strategic Income Fund Class CTotal Bond MarketNov 3, 19971.72%
2.79%
3.20%
3.05%
73
Fidelity Series Real Estate Income FundREITOct 20, 20110.00%
2.01%
5.24%
5.05%
89
Fidelity Select Transportation PortfolioTransportation EquitiesSep 29, 19860.69%
21.07%
13.39%
7.69%
50
Fidelity Advisor Strategic Income Fund Class ITotal Bond MarketJul 3, 19950.71%
3.19%
4.30%
3.94%
83
Fidelity SAI Real Estate FundREITSep 4, 20240.56%
15.19%
2.11%
29
Fidelity Strategic Real Return Fund Class K6Diversified PortfolioSep 7, 20050.51%
6.20%
4.36%
89
Fidelity Real Estate Index FundREITAug 9, 20110.07%
12.91%
3.88%
2.62%
25
Fidelity Select Retailing PortfolioConsumer Discretionary EquitiesDec 15, 19850.72%
2.97%
12.28%
6.66%
2
Fidelity Strategic Real Return FundDiversified PortfolioSep 7, 20050.70%
6.08%
5.15%
4.23%
88
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.95%
6.03%
4.99%
3.98%
87
Franklin Small Cap Growth FundSmall Cap Growth EquitiesMay 1, 20000.78%
15.46%
12.86%
6.62%
48

Rows per page

2681–2700 of 7224

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.

0%Annualized Volatility0%Annualized Return

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