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
FAOAX	Fidelity Advisor Overseas Fund Class A	Foreign Large Cap Equities	Sep 3, 1996	1.43%	0.00%	7.56%	8.54%	13
FAOCX	Fidelity Advisor Overseas Fund Class C	Foreign Large Cap Equities	Nov 3, 1997	2.25%	0.00%	6.67%	8.26%	12
FAOFX	Fidelity Advisor Series Growth Opportunities Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	-7.40%	20.45%	16.72%	46
FAOIX	Fidelity Advisor Overseas Fund Class I	Foreign Large Cap Equities	Jul 3, 1995	1.12%	0.00%	7.81%	8.49%	13
FAOOX	American Funds Investment Company of America Class...	Large Cap Blend Equities	—	0.32%	-4.21%	—	11.36%	52
FAOSX	Fidelity Advisor Overseas Fund Class Z	Foreign Large Cap Equities	Feb 1, 2017	1.02%	0.00%	—	8.67%	14
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	May 25, 2017	0.65%	-3.66%	—	9.84%	16
FAPDX	Fidelity Sustainable Low Duration Bond FundFidelit...	Ultrashort Bond	Apr 13, 2022	0.35%	0.49%	—	4.26%	99
FAPGX	Fidelity Sustainable Low Duration Bond	Ultrashort Bond	Apr 29, 2022	0.25%	0.77%	—	4.54%	99
FAPMX	Fidelity Advisor Healthy Future Fund	Global Equities	May 23, 2022	1.04%	-3.77%	—	1.50%	16
FAPSX	Fidelity Risk Parity Fund	Diversified Portfolio	Jul 7, 2022	0.73%	2.90%	—	7.42%	79
FAPTX	American Funds 2025 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.67%	-0.31%	7.51%	7.43%	73
FARCX	Nuveen Real Estate Securities Fund	REIT	Jun 30, 1995	0.97%	5.46%	5.07%	4.78%	11
FARFX	Fidelity Advisor Managed Retirement 2025 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.73%	0.30%	6.39%	2.44%	71
FARMX	Fidelity Agricultural Productivity Fund	Energy Equities	Apr 15, 2020	0.99%	23.15%	—	1.50%	69
FARSX	Fidelity Advisor Managed Retirement 2015 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.71%	0.39%	5.23%	2.74%	76
FARVX	Fidelity Advisor Managed Retirement 2020 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.72%	0.35%	5.86%	2.57%	74
FARYX	Fulcrum Diversified Absolute Return Fund	Macro Trading	Jul 30, 2015	1.04%	6.69%	5.34%	6.73%	96
FASDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	0.97%	5.11%	9.12%	7.37%	67
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	Dec 22, 1987	1.16%	6.52%	10.38%	13.77%	48

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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