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
FSEHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	1.00%	0.96%	4.42%	6.59%	96
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	Jul 29, 1985	0.68%	21.35%	34.17%	9.15%	84
FSENX	Fidelity Select Energy Portfolio	Energy Equities	Jul 14, 1981	0.77%	33.25%	10.49%	1.46%	75
FSFHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	Nov 5, 2013	0.75%	1.00%	4.67%	6.82%	96
FSGEX	Fidelity Series Global ex U.S. Index Fund	Foreign Large Cap Equities	Sep 29, 2009	0.01%	7.60%	9.48%	2.81%	76
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	Aug 9, 2011	0.06%	7.61%	9.00%	2.51%	76
FSGRX	Franklin Small Cap Growth Fund Class A	Small Cap Growth Equities	—	1.04%	0.91%	12.61%	8.78%	30
FSHBX	Fidelity Short-Term Bond Fund	Total Bond Market	Sep 15, 1986	0.45%	0.38%	2.13%	4.21%	63
FSHCX	Fidelity Select Health Care Services Portfolio	Health & Biotech Equities	Jun 30, 1986	0.71%	-3.74%	8.21%	0.78%	1
FSHGX	Fidelity SAI High Income Fund	High Yield Bonds	May 20, 2021	0.60%	1.90%	—	6.33%	97
FSHIX	Federated Hermes Short-Intermediate Municipal Fund	Municipal Bonds	Aug 20, 1981	0.46%	0.10%	1.51%	2.18%	31
FSHNX	Fidelity Series High Income Fund	High Yield Bonds	Mar 10, 2011	0.00%	1.08%	6.38%	6.44%	97
FSHOX	Fidelity Select Construction & Housing Portfolio	Consumer Discretionary Equities	Sep 28, 1986	0.76%	5.54%	14.89%	3.70%	13
FSHYX	Nuveen Short Term Municipal Bond Fund	Municipal Bonds	Oct 24, 2002	0.49%	0.65%	1.72%	3.09%	75
FSIAX	Fidelity Advisor Strategic Income Fund Class M	Total Bond Market	Oct 31, 1994	0.96%	0.89%	4.02%	3.74%	82
FSIDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	0.72%	8.20%	9.74%	7.39%	79
FSIGX	Fidelity Series Investment Grade Bond Fund		—	—	0.17%	2.49%	3.89%	19
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	0.70%	6.34%	5.89%	3.82%	94
FSISX	Fidelity SAI International Small Cap Index Fund	Foreign Small & Mid Cap Equities	Jun 25, 2021	0.10%	6.35%	—	3.48%	75
FSJHX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	1.21%	2.65%	13.86%	4.15%	67

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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