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
FVDKX	Fidelity Value Discovery Fund Class K	Large Cap Value Equities	May 9, 2008	0.70%	5.40%	10.30%	8.45%	66
FVGLX	Fidelity Advisor Freedom 2050 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	4.42%	—	5.91%	69
FVIAX	Fidelity Advisor Government Income Fund Class A	Government Bonds	Oct 24, 2006	0.77%	0.03%	0.48%	2.81%	9
FVICX	Fidelity Advisor Government Income Fund Class C	Government Bonds	Oct 24, 2006	1.53%	0.01%	-0.22%	2.12%	7
FVIFX	Fidelity Advisor Value Fund Class I	Mid Cap Value Equities	Dec 23, 2003	0.90%	8.18%	11.89%	7.73%	52
FVIIX	Fidelity Advisor Government Income Fund Class I	Government Bonds	Oct 24, 2006	0.49%	0.08%	0.74%	3.09%	10
FVITX	Fidelity Advisor Government Income Fund Class M	Government Bonds	Oct 24, 2006	0.76%	0.03%	0.50%	2.84%	10
FVLAX	Fidelity Advisor Value Leaders Fund Class A	Large Cap Value Equities	Jun 17, 2003	1.15%	—	—	2.48%	—
FVLKX	Fidelity Value Fund Class K	Mid Cap Value Equities	May 9, 2008	0.71%	8.39%	12.28%	9.25%	50
FVLSX	Fidelity Flex Freedom Blend 2030 Fund	Target Retirement Date	Jun 8, 2017	0.00%	3.36%	—	6.49%	69
FVLZX	Fidelity Advisor Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.75%	8.21%	—	7.90%	54
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	Aug 5, 2014	0.50%	5.05%	—	3.68%	71
FVWSX	Fidelity Series Opportunistic Insights Fund	Large Cap Growth Equities	Dec 6, 2012	0.00%	1.53%	17.13%	16.09%	54
FWAFX	Fidelity Advisor Worldwide Fund Class A	Global Equities	Feb 19, 2009	1.29%	4.68%	13.56%	11.05%	52
FWATX	Fidelity Advisor Multi-Asset Income Fund Class A	Diversified Portfolio	Sep 9, 2015	1.05%	3.84%	8.80%	3.16%	62
FWBTX	Fidelity Advisor Multi-Asset Income Fund Class C	Diversified Portfolio	Sep 9, 2015	1.80%	3.72%	8.03%	2.51%	59
FWCFX	Fidelity Advisor Worldwide Fund Class C	Global Equities	Feb 19, 2009	2.08%	4.49%	14.45%	11.60%	50
FWIAX	Nuveen Wisconsin Municipal Bond Fund	Municipal Bonds	May 31, 1994	0.84%	0.94%	2.11%	3.69%	51
FWIFX	Fidelity Advisor Worldwide Fund Class I	Global Equities	Feb 19, 2009	1.02%	4.76%	13.88%	11.10%	52
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	Target Retirement Date	Jun 8, 2017	0.00%	4.77%	—	2.99%	71

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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