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
FSQIX	Fidelity Sustainable International Equity Fund	Foreign Large Cap Equities	Feb 10, 2022	1.05%	5.01%	—	2.05%	47
FSRAX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	0.95%	6.36%	5.62%	3.63%	94
FSRBX	Fidelity Select Banking Portfolio	Financials Equities	Jun 30, 1986	0.73%	5.39%	12.00%	1.40%	24
FSRCX	Fidelity Advisor Strategic Income Fund Class C	Total Bond Market	Nov 3, 1997	1.72%	0.77%	3.29%	3.06%	75
FSREX	Fidelity Series Real Estate Income Fund	REIT	Oct 20, 2011	0.00%	0.89%	5.53%	5.62%	91
FSRFX	Fidelity Select Transportation Portfolio	Transportation Equities	Sep 29, 1986	0.69%	6.81%	11.27%	3.91%	33
FSRIX	Fidelity Advisor Strategic Income Fund Class I	Total Bond Market	Jul 3, 1995	0.71%	1.26%	4.43%	4.28%	86
FSRJX	Fidelity SAI Real Estate Fund	REIT	Sep 4, 2024	0.56%	8.41%	—	2.32%	14
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	Sep 7, 2005	0.51%	6.40%	—	3.89%	94
FSRNX	Fidelity Real Estate Index Fund	REIT	Aug 9, 2011	0.07%	5.57%	3.85%	2.63%	15
FSRPX	Fidelity Select Retailing Portfolio	Consumer Discretionary Equities	Dec 15, 1985	0.72%	3.01%	12.68%	8.49%	5
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	Sep 7, 2005	0.70%	6.76%	5.82%	4.20%	95
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	0.95%	6.35%	5.61%	3.61%	94
FSSAX	Franklin Small Cap Growth Fund	Small Cap Growth Equities	May 1, 2000	0.78%	1.01%	12.16%	7.57%	32
FSSEX	Fidelity SAI Sustainable International Equity Fund	Foreign Large Cap Equities	Apr 14, 2022	0.75%	5.27%	—	2.28%	47
FSSGX	Fidelity SAI Sustainable Emerging Markets Equity F...	Emerging Markets Diversified	Apr 14, 2022	0.95%	13.58%	—	2.52%	82
FSSKX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	May 9, 2008	0.58%	2.81%	14.51%	4.65%	70
FSSMX	Fidelity Stock Selector Mid Cap Fund	Mid Cap Blend Equities	Feb 20, 1996	0.79%	9.76%	11.10%	0.00%	24
FSSNX	Fidelity Small Cap Index Fund	Small Cap Blend Equities	Sep 8, 2011	0.03%	6.60%	10.74%	1.02%	49
FSSZX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	Feb 1, 2017	0.79%	10.68%	—	0.75%	66

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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