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
FTADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	1.57%	4.86%	8.36%	6.24%	44
FTAEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.30%	7.19%	10.36%	0.73%	72
FTAFX	Fidelity Advisor Freedom Income Fund Class M	Target Retirement Date	Jul 24, 2003	0.97%	1.82%	3.80%	2.65%	61
FTANX	Fidelity Asset Manager 30% Fund	Diversified Portfolio	Oct 9, 2007	0.52%	2.16%	5.51%	2.84%	73
FTASX	Fidelity Advisor Asset Manager 70% Fund Class M	Diversified Portfolio	Sep 23, 2008	1.22%	3.53%	9.01%	6.54%	70
FTAWX	Fidelity Advisor Asset Manager 20% Fund Class A	Diversified Portfolio	Oct 2, 2006	0.82%	1.62%	3.89%	2.69%	74
FTAZX	Franklin Arizona Tax Free Income Fund	Municipal Bonds	Aug 31, 1987	0.68%	0.76%	1.95%	3.33%	52
FTBFX	Fidelity Total Bond Fund	Total Bond Market	Oct 15, 2002	0.45%	0.49%	2.66%	4.35%	26
FTBRX	Fidelity Advisor Limited Term Bond Fund Class M	Total Bond Market	Sep 10, 1992	0.75%	0.06%	2.02%	3.41%	59
FTCEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	2.05%	6.91%	9.54%	0.19%	70
FTCHX	Invesco Technology Fund	Technology Equities	Jan 18, 1984	0.91%	10.21%	17.90%	24.09%	57
FTCIX	Franklin Conservative Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	1.02%	6.77%	5.28%	58
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	May 2, 2007	1.40%	4.41%	9.99%	4.91%	69
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.23%	9.42%	11.66%	9.42%	74
FTCWX	Fidelity Advisor Asset Manager 20% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.58%	1.45%	3.28%	2.03%	68
FTDWX	Fidelity Advisor Asset Manager 20% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.07%	1.52%	3.78%	2.48%	73
FTEIX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.05%	7.19%	10.64%	0.84%	73
FTF	Franklin Limited Duration Income Trust	Multisector Bonds	Aug 27, 2003	3.92%	-0.78%	4.35%	12.47%	17
FTFEX	Fidelity Advisor Freedom 2030 Fund Class M	Target Retirement Date	Jul 24, 2003	1.16%	3.01%	8.57%	6.93%	66
FTFMX	Fidelity New York Municipal Income Fund	Municipal Bonds	Jul 10, 1984	0.46%	0.89%	2.02%	3.13%	55

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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