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
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	Dec 30, 1991	0.67%	0.13%	9.07%	7.32%	71
FASHX	Fidelity Advisor Limited Term Municipal Income Fun...	Municipal Bonds	Jul 23, 2003	0.66%	0.16%	1.32%	2.09%	75
FASIX	Fidelity Asset Manager 20% Fund	Diversified Portfolio	Oct 1, 1992	0.51%	0.40%	4.22%	3.18%	85
FASJX	Fidelity Advisor Sustainable Intermediate Municipa...	Municipal Bonds	Apr 13, 2022	0.62%	-0.54%	—	2.59%	43
FASLX	Fidelity Advisor Sustainable Intermediate Municipa...	Municipal Bonds	Apr 13, 2022	0.62%	-0.54%	—	2.59%	43
FASMX	Fidelity Asset Manager 50% Fund	Diversified Portfolio	Dec 28, 1988	0.62%	0.09%	7.09%	7.57%	73
FASNX	Fidelity Advisor Sustainable Intermediate Municipa...	Municipal Bonds	Apr 13, 2022	1.37%	-0.77%	—	2.60%	30
FASOX	Fidelity Advisor Value Strategies Fund Class I	Mid Cap Value Equities	Jul 3, 1995	0.88%	7.35%	10.27%	8.41%	49
FASPX	Fidelity Advisor Value Strategies Fund Class M	Mid Cap Value Equities	Aug 20, 1986	1.37%	7.21%	9.83%	8.70%	47
FASUX	Fidelity Advisor Sustainable Intermediate Municipa...	Municipal Bonds	Apr 13, 2022	0.37%	-0.51%	—	2.82%	46
FASVX	Fidelity Advisor Sustainable Intermediate Municipa...	Municipal Bonds	Apr 13, 2022	0.31%	-0.50%	—	2.87%	47
FATEX	Fidelity Advisor Technology Fund Class M	Technology Equities	Sep 3, 1996	1.21%	—	—	12.39%	—
FATHX	Fidelity Advisor Freedom 2035 Fund Class A	Target Retirement Date	Nov 6, 2003	0.96%	0.12%	9.57%	7.29%	67
FATIX	Fidelity Advisor Technology Fund Class I	Technology Equities	Sep 3, 1996	0.71%	—	—	9.75%	—
FATKX	Fidelity Freedom 2020 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.42%	0.79%	—	7.64%	80
FATWX	Fidelity Advisor Freedom 2025 Fund Class A	Target Retirement Date	Nov 6, 2003	0.87%	0.22%	7.45%	7.67%	67
FAUDX	Strategic Advisers Short Duration Fund	Ultrashort Bond	Dec 20, 2011	0.26%	-0.50%	21.20%	2.60%	85
FAVFX	Fidelity Advisor Value Fund Class A	Mid Cap Value Equities	Dec 23, 2003	1.15%	3.60%	11.00%	8.00%	39
FAX	abrdn Asia-Pacific Income Fund Inc	Emerging Markets Bonds	Jan 2, 1990	3.33%	-3.82%	2.92%	13.86%	5
FAXDX	Fidelity Advisor Freedom Blend 2065 Fund Class C	Target Retirement Date	Jun 28, 2019	1.49%	-0.06%	—	1.85%	63

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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