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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FAGCX	Fidelity Advisor Growth Opportunities Fund Class I	Large Cap Growth Equities	Jul 3, 1995	0.79%	12.35%	26.24%	3.27%	37
FAGIX	Fidelity Capital & Income Fund	High Yield Bonds	Nov 1, 1977	0.67%	7.77%	8.35%	5.27%	89
FAGKX	Fidelity Growth Strategies Fund Class K	Mid Cap Growth Equities	May 9, 2008	0.52%	13.64%	12.41%	0.00%	6
FAGOX	Fidelity Advisor Growth Opportunities Fund Class M	Large Cap Growth Equities	Nov 18, 1987	1.28%	12.08%	22.35%	3.75%	35
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	High Yield Bonds	Jul 3, 1995	0.74%	6.99%	8.08%	4.40%	89
FAHDX	Fidelity Advisor High Income Advantage Fund Class ...	High Yield Bonds	Jan 5, 1987	0.99%	6.83%	7.83%	4.14%	89
FAHEX	Fidelity Advisor High Income Advantage Fund Class ...	High Yield Bonds	Nov 3, 1997	1.75%	6.51%	7.07%	3.43%	86
FAHYX	Fidelity Advisor High Income Advantage Fund Class ...	High Yield Bonds	Jan 5, 1987	0.99%	6.88%	7.83%	4.13%	88
FAIDX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	1.32%	12.14%	10.12%	6.00%	29
FAIRX	Fairholme Fund	Large Cap Value Equities	Dec 29, 1999	1.00%	9.95%	10.10%	0.53%	39
FALGX	Fidelity Advisor Large Cap Fund Class M	Large Cap Value Equities	Feb 20, 1996	1.05%	0.00%	13.87%	5.76%	36
FAMEX	FAM Dividend Focus Fund	Mid Cap Blend Equities	Apr 1, 1996	1.23%	2.82%	11.25%	3.63%	3
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	Mar 1, 2012	1.27%	-4.01%	7.47%	3.55%	1
FAMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	1.32%	27.29%	12.89%	1.04%	88
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	Sep 24, 1999	0.70%	12.52%	12.17%	4.94%	73
FAMTX	Nuveen Minnesota Intermediate Municipal Bond Fund	Municipal Bonds	Feb 24, 1994	0.60%	1.07%	1.92%	2.97%	75
FAMVX	FAM Value Fund	Mid Cap Growth Equities	Jan 2, 1987	1.19%	6.87%	11.03%	4.59%	11
FANCX	Fidelity Advisor Short-Term Bond Fund Class C	Total Bond Market	Jul 12, 2016	1.51%	0.00%	—	3.11%	30
FAOAX	Fidelity Advisor Overseas Fund Class A	Foreign Large Cap Equities	Sep 3, 1996	1.43%	0.00%	8.39%	8.54%	2
FAOCX	Fidelity Advisor Overseas Fund Class C	Foreign Large Cap Equities	Nov 3, 1997	2.25%	0.00%	7.51%	8.26%	2

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.

Loading charts...

Time Period