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
FBKFX	Fidelity Balanced K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	9.13%	—	5.70%	84
FBKWX	Fidelity Advisor Total Bond Fund Class Z	Total Bond Market	Oct 15, 2002	0.36%	0.82%	2.45%	4.44%	27
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	Dec 6, 2012	0.01%	10.42%	12.67%	10.06%	82
FBLTX	Fidelity SAI Long-Term Treasury Bond Index Fund	Government Bonds	Oct 8, 2015	0.03%	1.74%	-1.92%	4.09%	8
FBMPX	Fidelity Select Communication Services Portfolio	Communications Equities	Jun 29, 1986	0.74%	3.85%	17.26%	12.90%	28
FBNAX	Fidelity Advisor Short-Term Bond Fund Class A	Total Bond Market	Jul 12, 2016	0.65%	0.48%	—	3.98%	63
FBNDX	Fidelity Investment Grade Bond Fund	Intermediate Core Bond	Aug 6, 1971	0.45%	0.62%	2.08%	3.90%	20
FBNIX	Fidelity Advisor Short-Term Bond Fund Class I	Total Bond Market	Jul 12, 2016	0.50%	0.56%	—	4.18%	67
FBNTX	Fidelity Advisor Short-Term Bond Fund Class M	Total Bond Market	Jul 12, 2016	0.65%	0.48%	—	3.97%	62
FBPEX	Cantor FBP Equity & Dividend Plus Fund	Large Cap Value Equities	Jul 30, 1993	1.12%	11.72%	—	9.51%	62
FBRNX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	0.62%	13.37%	15.73%	4.05%	80
FBSOX	Fidelity Select IT Services Portfolio	Technology Equities	Feb 4, 1998	0.70%	-11.24%	9.31%	10.24%	1
FBTAX	Fidelity Advisor Biotechnology Fund Class A	Health & Biotech Equities	Dec 27, 2000	1.00%	16.08%	14.16%	1.25%	92
FBTCX	Fidelity Advisor Biotechnology Fund Class C	Health & Biotech Equities	Dec 27, 2000	1.75%	15.67%	12.58%	1.45%	92
FBTIX	Fidelity Advisor Biotechnology Fund I Class	Health & Biotech Equities	Dec 27, 2000	0.73%	16.22%	14.46%	1.19%	93
FBTTX	Fidelity Advisor Biotechnology Fund Class M	Health & Biotech Equities	Dec 27, 2000	1.28%	15.91%	13.83%	1.32%	92
FCADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	2.14%	11.71%	9.31%	5.53%	26
FCAFX	Fidelity Advisor Freedom Income Fund Class C	Target Retirement Date	Jul 24, 2003	1.47%	3.94%	3.48%	2.02%	47
FCAGX	Fidelity Advisor Small Cap Growth Fund Class A	Small Cap Growth Equities	Nov 3, 2004	1.29%	24.95%	15.69%	5.56%	70
FCAKX	Fidelity Capital Appreciation Fund Class K	Large Cap Growth Equities	May 9, 2008	0.76%	14.43%	17.29%	6.98%	61

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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