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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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Advisor Industrials Fund Class AIndustrials EquitiesSep 3, 19961.02%
22.02%
15.29%
1.42%
56
Fidelity Advisor Industrials Fund Class CIndustrials EquitiesNov 3, 19971.77%
21.57%
14.53%
1.80%
52
Fidelity Advisor Industrials Fund I ClassIndustrials EquitiesSep 3, 19960.75%
22.18%
15.57%
1.29%
57
Fidelity Large Cap Stock K6 FundLarge Cap Value EquitiesMay 25, 20170.45%
8.44%
3.64%
73
Fidelity Flex Freedom Blend 2040 FundTarget Retirement DateJun 8, 20170.00%
11.58%
7.85%
74
Fidelity Advisor Industrials Fund Class MIndustrials EquitiesSep 3, 19961.27%
21.89%
15.01%
1.49%
55
Fidelity Advisor California Municipal Income Fund ...Municipal BondsAug 1, 20020.79%
1.36%
1.59%
2.69%
67
Fidelity Advisor California Municipal Income Fund ...Municipal BondsAug 1, 20021.53%
1.06%
0.87%
1.97%
62
Fidelity Advisor California Municipal Income Fund ...Municipal BondsAug 1, 20020.54%
1.47%
1.84%
2.93%
69
Fidelity Advisor California Municipal Income Fund ...Municipal BondsAug 1, 20020.70%
1.40%
1.67%
2.78%
67
Fidelity Mid Cap Value K6 FundMid Cap Value EquitiesMay 25, 20170.45%
25.21%
3.95%
88
Fidelity ContrafundLarge Cap Growth Equities0.74%
6.99%
18.53%
4.34%
32
Fidelity Series Canada FundForeign Large Cap EquitiesAug 15, 20170.00%
6.03%
1.94%
40
Fidelity ContrafundLarge Cap Growth EquitiesMay 17, 19670.39%
6.98%
18.07%
4.36%
31
Fidelity Conservative Income Bond Institutional Cl...Ultrashort BondMar 3, 20110.25%
1.50%
2.58%
4.15%
100
Franklin Colorado Tax-Free Income Fund Class AMunicipal BondsSep 1, 19870.85%
2.21%
3.15%
81
Nuveen Colorado Municipal Bond FundMunicipal BondsMay 3, 19870.77%
1.82%
1.81%
3.29%
80
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.23%
11.25%
10.98%
5.13%
13
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.98%
10.86%
10.15%
5.67%
11
Fidelity Small Cap Growth FundSmall Cap Growth EquitiesNov 3, 20041.00%
25.11%
16.11%
5.10%
72

Rows per page

1721–1740 of 7224

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.

0%Annualized Volatility0%Annualized Return

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