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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

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Commodity Strategy FundCommoditiesMay 30, 20170.63%
15.19%
2.54%
49
Fidelity Flex Freedom Blend 2050 FundTarget Retirement DateJun 8, 20170.00%
4.59%
3.46%
72
Fidelity Sustainable Multi-Asset FundDiversified PortfolioFeb 9, 20220.05%
1.94%
3.62%
59
Fidelity Sustainable Multi-Asset FundSustainableFeb 10, 20220.48%
1.94%
3.63%
61
Fidelity Freedom Income Fund Class K6Target Retirement DateOct 17, 19960.37%
2.32%
3.39%
69
Fidelity Advisor Diversified International Fund Cl...Foreign Large Cap EquitiesAug 13, 20130.76%
6.21%
9.42%
13.23%
49
Fidelity Advisor Diversified Stock Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.48%
3.37%
15.59%
6.07%
54
Fidelity Advisor Focused Emerging Markets Fund Cla...Emerging Markets EquitiesAug 13, 20130.90%
11.67%
11.68%
1.48%
89
Fidelity Advisor Equity Growth Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.60%
0.74%
17.11%
0.51%
34
Fidelity Advisor Growth Opportunities Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.67%
-3.49%
20.56%
3.74%
33
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesAug 13, 20130.90%
5.02%
9.02%
6.74%
45
Fidelity Advisor International Growth Fund Class ZForeign Large Cap EquitiesAug 13, 20130.87%
5.08%
9.59%
3.47%
28
Fidelity Advisor Mega Cap Stock Fund Class ZLarge Cap Blend EquitiesAug 13, 20130.51%
2.77%
16.27%
3.93%
78
Fidelity Advisor Mid Cap II Fund Class ZMid Cap Blend EquitiesAug 13, 20130.61%
11.37%
12.01%
6.33%
66
Fidelity Advisor New Insights Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.56%
1.60%
16.22%
8.61%
58
Fidelity Advisor Small Cap Fund Class ZSmall Cap Blend EquitiesAug 13, 20130.83%
10.23%
10.01%
1.46%
63
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesAug 13, 20130.58%
2.82%
14.51%
4.75%
69
Fidelity SAI Small-Mid Cap 500 Index FundMid Cap Blend EquitiesAug 12, 20150.05%
16.74%
13.14%
49.48%
59
Fidelity Advisor Intermediate Municipal Income Fun...Municipal BondsOct 31, 20050.64%
0.10%
1.82%
2.52%
61
Fidelity Advisor Intermediate Municipal Income Fun...Municipal BondsOct 31, 20051.37%
-0.11%
1.09%
1.80%
53

Rows per page

2921–2940 of 7474

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.

0%Annualized Volatility0%Annualized Return

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