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
FACGX	Fidelity Advisor Growth Opportunities Fund Class C	Large Cap Growth Equities	Nov 3, 1997	1.80%	-8.31%	18.51%	5.74%	39
FACNX	Fidelity Advisor Canada Fund Class A	Foreign Large Cap Equities	May 2, 2007	1.12%	3.24%	10.29%	5.24%	81
FACTX	Fidelity Advisor Health Care Fund Class M	Health & Biotech Equities	Sep 3, 1996	1.22%	-5.58%	6.88%	0.00%	2
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.97%	6.19%	11.38%	10.53%	88
FADCX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	Dec 17, 1998	1.95%	0.35%	7.65%	14.16%	46
FADIX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	Dec 17, 1998	1.41%	0.48%	8.16%	13.84%	48
FADMX	Fidelity Strategic Income Fund	Total Bond Market	Oct 31, 1994	0.66%	0.35%	—	4.35%	93
FADTX	Fidelity Advisor Technology Fund Class A	Technology Equities	Sep 3, 1996	0.97%	—	—	11.13%	—
FAEGX	Fidelity Advisor Equity Growth Fund Class M	Large Cap Growth Equities	Sep 10, 1992	1.21%	-4.31%	15.32%	0.68%	34
FAELX	Connecticut Higher Education Trust 529 College Sav...	Target Retirement Date	Oct 22, 2004	0.50%	-0.15%	—	0.00%	56
FAERX	Fidelity Advisor Overseas Fund Class M	Foreign Large Cap Equities	Apr 23, 1990	1.65%	0.00%	7.27%	7.94%	13
FAFAX	Fidelity Advisor Freedom Income Fund Class A	Target Retirement Date	Jul 24, 2003	0.72%	0.54%	3.90%	2.97%	75
FAFCX	Fidelity Advisor Financial Services Fund Class C	Financials Equities	Nov 3, 1997	1.79%	-6.99%	12.24%	7.17%	8
FAFDX	Fidelity Advisor Financial Services Fund Class A	Financials Equities	Sep 3, 1996	1.03%	-6.80%	13.09%	7.44%	9
FAFEX	Fidelity Advisor Freedom 2030 Fund Class A	Target Retirement Date	Jul 24, 2003	0.91%	0.13%	8.48%	7.27%	67
FAFFX	Fidelity Advisor Freedom 2040 Fund Class A	Target Retirement Date	Jul 24, 2003	1.00%	0.00%	10.58%	7.09%	65
FAFRX	Franklin Floating Rate Daily Access Fund Class A	Bank Loan	May 1, 2001	0.95%	-1.24%	4.23%	7.17%	43
FAFSX	Fidelity Advisor Financial Services Fund Class M	Financials Equities	Sep 3, 1996	1.28%	-6.85%	12.81%	7.31%	9
FAFTX	Franklin Federal Tax-Free Income Fund Advisor Clas...	Municipal Bonds	Mar 20, 2002	0.52%	-0.02%	2.19%	3.88%	23
FAGAX	Fidelity Advisor Growth Opportunities Fund Class A	Large Cap Growth Equities	Sep 3, 1996	1.04%	-8.14%	19.39%	4.47%	42

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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