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
FSTAX	Fidelity Advisor Strategic Income Fund Class A	Total Bond Market	Sep 3, 1996	0.97%	1.06%	3.97%	3.73%	81
FSTBX	Federated Hermes Global Allocation Fund	Global Allocation	Dec 30, 1968	1.14%	2.80%	6.83%	6.20%	58
FSTCX	Fidelity Select Telecommunications Portfolio	Communications Equities	Jul 28, 1985	0.79%	13.86%	7.29%	2.57%	24
FSTDX	Fidelity Series 5+ Year Inflation-Protected Bond I...	Inflation-Protected Bonds	Jan 17, 2022	0.00%	1.06%	—	3.94%	12
FSTEX	Invesco Energy Fund	Energy Equities	Jan 18, 1984	1.36%	31.29%	7.40%	1.69%	87
FSTFX	Fidelity Limited Term Municipal Income Fund	Municipal Bonds	Dec 24, 1986	0.37%	0.61%	1.68%	2.55%	87
FSTGX	Fidelity Intermediate Government Income Fund	Government Bonds	May 2, 1988	0.45%	0.24%	1.09%	3.10%	24
FSTIX	Federated Hermes Short-Term Income Fund	Short-Term Bond	Jul 1, 1986	0.66%	0.03%	2.23%	4.19%	78
FSTKX	Federated Hermes MDT Large Cap Value Fund	Large Cap Value Equities	Mar 31, 1982	0.99%	5.60%	12.42%	5.93%	60
FSTSX	Fidelity Series International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 3, 2009	0.03%	3.91%	9.75%	14.66%	41
FSTUX	Invesco Dividend Income Fund	Large Cap Value Equities	Jun 2, 1986	0.94%	5.12%	8.33%	11.34%	66
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	Inflation-Protected Bonds	Jan 17, 2022	0.00%	1.42%	—	3.60%	78
FSUTX	Fidelity Select Utilities Portfolio	Utilities Equities	Dec 9, 1981	0.74%	9.80%	12.53%	4.78%	26
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	Large Cap Blend Equities	May 29, 2015	0.11%	0.75%	11.03%	4.42%	25
FSVLX	Fidelity Select Fintech Portfolio	Financials Equities	Dec 16, 1985	0.81%	-20.69%	6.27%	0.00%	1
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	Dec 19, 2017	0.10%	4.24%	—	7.10%	85
FSXAX	Fidelity Sustainable Target Date 2030 Fund	Target Retirement Date	May 11, 2023	0.46%	3.35%	—	2.14%	62
FSZZX	Fidelity Sustainable Emerging Markets Equity Fund	Emerging Markets Diversified	Feb 9, 2022	1.15%	15.14%	—	0.89%	83
FTAAX	Fidelity Advisor Asset Manager 30% Fund Class A	Diversified Portfolio	Oct 9, 2007	0.83%	2.49%	5.16%	2.42%	74
FTABX	Fidelity Tax-Free Bond Fund	Municipal Bonds	Apr 10, 2001	0.25%	0.50%	2.37%	3.17%	69

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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