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
FSMUX	Strategic Advisers Municipal Bond Fund	Municipal Bonds	Jun 24, 2021	0.06%	0.11%	—	2.32%	29
FSMVX	Fidelity Mid Cap Value Fund	Mid Cap Value Equities	Nov 15, 2001	0.57%	9.59%	10.81%	7.18%	54
FSNIX	Fidelity Advisor Asset Manager 60% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.75%	3.28%	8.36%	5.58%	71
FSNKX	Fidelity Freedom 2010 Fund Class K	Target Retirement Date	Jul 20, 2017	0.44%	2.37%	—	4.88%	71
FSNLX	Fidelity Freedom 2015 Fund Class K	Target Retirement Date	Jul 20, 2017	0.47%	2.64%	—	6.34%	73
FSNOX	Fidelity Freedom 2020 Fund Class K	Target Retirement Date	Jul 20, 2017	0.51%	2.94%	—	7.19%	70
FSNPX	Fidelity Freedom 2025 Fund Class K	Target Retirement Date	Jul 20, 2017	0.54%	3.16%	—	6.29%	69
FSNQX	Fidelity Freedom 2030 Fund Class K	Target Retirement Date	Jul 20, 2017	0.58%	3.48%	—	5.30%	69
FSNUX	Fidelity Freedom 2035 Fund Class K	Target Retirement Date	Jul 20, 2017	0.61%	3.84%	—	4.89%	72
FSNVX	Fidelity Freedom 2040 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	4.48%	—	4.86%	73
FSNZX	Fidelity Freedom 2045 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	4.91%	—	4.20%	71
FSOAX	Fidelity Advisor Value Strategies Fund Class A	Mid Cap Value Equities	Sep 3, 1996	1.13%	11.95%	9.35%	0.00%	23
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	Mar 22, 2007	0.00%	11.34%	12.84%	3.96%	69
FSOSX	Fidelity Series Overseas Fund	Foreign Large Cap Equities	Jun 21, 2019	0.01%	3.75%	—	8.82%	24
FSPCX	Fidelity Select Insurance Portfolio	Financials Equities	Dec 16, 1985	0.78%	-2.35%	12.47%	3.43%	2
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	—	0.04%	-5.77%	—	0.36%	22
FSPHX	Fidelity® Select Health Care Portfolio	Health & Biotech Equities	Jul 14, 1981	0.69%	-3.45%	9.34%	4.31%	4
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	Nov 5, 1997	0.04%	6.45%	9.53%	2.96%	60
FSPTX	Fidelity Select Technology Portfolio	Technology Equities	Jul 13, 1981	0.67%	2.05%	23.71%	8.88%	52
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	Aug 16, 2024	0.05%	0.99%	—	3.75%	14

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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