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
FSVLX	Fidelity Select Fintech Portfolio	Financials Equities	Dec 16, 1985	0.81%	-17.91%	6.94%	0.00%	1
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	Dec 19, 2017	0.10%	13.46%	—	6.52%	90
FSXAX	Fidelity Sustainable Target Date 2030 Fund	Target Retirement Date	May 11, 2023	0.46%	9.04%	—	2.14%	59
FSZZX	Fidelity Sustainable Emerging Markets Equity Fund	Emerging Markets Diversified	Feb 9, 2022	1.15%	27.66%	—	0.80%	82
FTAAX	Fidelity Advisor Asset Manager 30% Fund Class A	Diversified Portfolio	Oct 9, 2007	0.83%	5.95%	5.32%	2.47%	74
FTABX	Fidelity Tax-Free Bond Fund	Municipal Bonds	Apr 10, 2001	0.25%	2.25%	2.26%	3.20%	75
FTADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	1.57%	13.52%	9.35%	5.77%	27
FTAEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.30%	13.78%	10.84%	0.69%	50
FTAFX	Fidelity Advisor Freedom Income Fund Class M	Target Retirement Date	Jul 24, 2003	0.97%	4.40%	3.83%	2.50%	53
FTANX	Fidelity Asset Manager 30% Fund	Diversified Portfolio	Oct 9, 2007	0.52%	6.07%	5.64%	2.73%	76
FTASX	Fidelity Advisor Asset Manager 70% Fund Class M	Diversified Portfolio	Sep 23, 2008	1.22%	11.65%	9.55%	6.06%	70
FTAWX	Fidelity Advisor Asset Manager 20% Fund Class A	Diversified Portfolio	Oct 2, 2006	0.82%	4.52%	3.96%	2.77%	76
FTAZX	Franklin Arizona Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.68%	2.77%	1.90%	3.37%	83
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	Oct 15, 2002	0.45%	0.92%	2.36%	4.34%	21
FTBRX	Fidelity Advisor Limited Term Bond Fund Class M	Total Bond Market	Sep 10, 1992	0.75%	0.82%	1.98%	3.81%	47
FTCEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	2.05%	13.35%	10.02%	0.18%	47
FTCHX	Invesco Technology Fund	Technology Equities	Jan 18, 1984	0.91%	47.09%	21.21%	18.05%	77
FTCIX	Franklin Conservative Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	5.15%	6.97%	6.51%	54
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	May 2, 2007	1.40%	4.33%	9.49%	4.92%	21
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.23%	21.37%	12.42%	8.67%	82

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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