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.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FSBHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.00%	0.96%	4.40%	6.59%	95
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	5.79%	7.70%	1.03%	23
FSCDX	Fidelity Advisor Small Cap Fund Class A	Small Cap Blend Equities	Sep 9, 1998	1.22%	10.12%	9.39%	1.74%	60
FSCEX	Fidelity Advisor Small Cap Fund Class C	Small Cap Blend Equities	Sep 9, 1998	2.04%	9.83%	7.55%	3.26%	58
FSCHX	Fidelity Select Chemicals Portfolio	Energy Equities	Jul 28, 1985	0.74%	19.20%	7.01%	1.87%	12
FSCIX	Fidelity Advisor Small Cap Fund Class I	Small Cap Blend Equities	Sep 9, 1998	0.97%	10.16%	11.13%	1.47%	61
FSCJX	Fidelity SAI Canada Equity Index Fund	Canada Equities	Jul 11, 2024	0.12%	4.85%	—	1.28%	89
FSCNX	Fidelity Advisor Asset Manager 60% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.78%	2.99%	7.46%	4.69%	64
FSCOX	Fidelity International Small Cap Opportunities Fun...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.23%	3.12%	8.86%	11.69%	46
FSCPX	Fidelity Select Consumer Discretionary Portfolio	Consumer Discretionary Equities	Jun 28, 1990	0.76%	-4.20%	12.02%	6.03%	15
FSCRX	Fidelity Small Cap Discovery Fund	Small Cap Blend Equities	Sep 26, 2000	0.98%	3.09%	9.19%	14.26%	27
FSCSX	Fidelity Select Software & IT Services Portfolio	Technology Equities	Jul 29, 1985	0.67%	-28.22%	14.45%	21.45%	1
FSCTX	Fidelity Advisor Small Cap Fund Class M	Small Cap Blend Equities	Sep 9, 1998	1.46%	10.05%	8.94%	2.03%	61
FSCZX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 1, 2017	0.65%	3.95%	—	8.67%	63
FSDAX	Fidelity Select Defense & Aerospace Portfolio	Industrials Equities	May 8, 1984	0.74%	7.07%	16.13%	4.19%	68
FSDHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.75%	0.84%	3.67%	5.91%	95
FSDIX	Fidelity Strategic Dividend & Income Fund	Diversified Portfolio	Dec 23, 2003	0.68%	8.17%	9.13%	1.68%	36
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	Sep 28, 1986	0.74%	16.62%	9.08%	1.66%	43
FSEAX	Fidelity Emerging Asia Fund	Asia Pacific Equities	Apr 19, 1993	1.02%	11.13%	13.56%	0.19%	78
FSEDX	Fidelity Series Emerging Markets Debt Local Curren...	Emerging Markets Bonds	Jan 24, 2021	0.00%	1.16%	—	7.47%	65

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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