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
FAXEX	Fidelity Advisor Freedom Blend 2065 Fund Class M	Target Retirement Date	Jun 28, 2019	0.99%	0.06%	—	2.17%	65
FAXFX	Fidelity Advisor Freedom Blend 2065 Fund Class I	Target Retirement Date	Jun 28, 2019	0.49%	0.19%	—	2.44%	68
FAXGX	Fidelity Advisor Freedom Blend 2065 Fund Class Z	Target Retirement Date	Jun 28, 2019	0.39%	0.25%	—	2.51%	69
FAYZX	Fidelity Advisor Multi-Asset Income Fund Class I	Diversified Portfolio	Sep 9, 2015	0.80%	2.78%	8.90%	3.41%	77
FAZAX	Fidelity Advisor Freedom Blend 2065 Fund Class A	Target Retirement Date	Jun 28, 2019	0.74%	0.13%	—	2.33%	67
FAZTX	Nuveen Arizona Municipal Bond Fund	Municipal Bonds	Oct 28, 1986	0.80%	0.39%	1.88%	3.15%	26
FAZYX	Fidelity Advisor Multi-Asset Income Fund Class M	Diversified Portfolio	Sep 9, 2015	1.03%	2.74%	8.67%	3.19%	76
FBAKX	Fidelity Balanced Fund Class K	Diversified Portfolio	Nov 6, 1986	0.45%	-1.37%	10.88%	5.80%	70
FBALX	Fidelity Balanced Fund	Diversified Portfolio	Nov 6, 1986	0.51%	-1.37%	10.80%	5.77%	68
FBAOX	Fidelity Advisor Balanced Fund Class A	Diversified Portfolio	Nov 6, 1986	0.76%	-1.37%	—	5.47%	69
FBAPX	Fidelity Tactical Bond Fund	Multisector Bonds	Feb 9, 2022	0.66%	-0.02%	—	4.30%	45
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	May 25, 2017	0.45%	-5.45%	—	1.02%	64
FBCKX	Fidelity Advisor Blue Chip Growth Fund Class Z	Diversified Portfolio	—	0.61%	-5.67%	—	2.02%	60
FBCVX	Fidelity Blue Chip Value Fund	Large Cap Value Equities	Jun 17, 2003	0.63%	0.70%	7.87%	2.92%	23
FBDAX	Franklin Total Return Fund	Intermediate Core-Plus Bond	Aug 3, 1998	0.63%	-0.23%	1.80%	4.11%	37
FBDIX	Franklin Biotechnology Discovery Fund	Health & Biotech Equities	Sep 14, 1997	1.06%	3.00%	10.77%	10.50%	96
FBFZX	Franklin Managed Income Fund	Diversified Portfolio	Jul 2, 2006	0.65%	3.64%	7.60%	4.29%	71
FBGKX	Fidelity Blue Chip Growth Fund Class K	Large Cap Growth Equities	May 9, 2008	0.68%	-5.67%	19.39%	2.00%	60
FBGLX	Fidelity Advisor Freedom 2055 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	0.00%	—	5.51%	69
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	Dec 31, 1987	0.79%	-5.69%	19.29%	2.01%	58

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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