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
FCAFX	Fidelity Advisor Freedom Income Fund Class C	Target Retirement Date	Jul 24, 2003	1.47%	0.34%	3.15%	2.27%	65
FCAGX	Fidelity Advisor Small Cap Growth Fund Class A	Small Cap Growth Equities	Nov 3, 2004	1.29%	0.65%	13.23%	6.90%	46
FCAKX	Fidelity Capital Appreciation Fund Class K	Large Cap Growth Equities	May 9, 2008	0.76%	-1.62%	14.68%	8.12%	54
FCAMX	Franklin California High Yield Municipal Fund	Municipal Bonds	May 2, 1993	0.72%	-0.03%	2.66%	4.35%	19
FCANX	Fidelity Advisor Asset Manager 30% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.60%	0.20%	4.24%	1.99%	74
FCASX	Fidelity Advisor Asset Manager 70% Fund Class C	Diversified Portfolio	Sep 23, 2008	1.73%	-0.17%	8.14%	6.19%	65
FCAUX	Fidelity Climate Action Fund	Global Equities	Jun 14, 2021	1.04%	-1.48%	—	0.00%	73
FCAVX	Franklin California Tax-Free Income Fund Advisor C...	Municipal Bonds	Feb 1, 1977	0.51%	-0.12%	2.46%	3.90%	20
FCAZX	Franklin Corefolio Allocation Fund	Diversified Portfolio	Aug 14, 2003	0.16%	-4.71%	10.23%	7.88%	23
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	May 4, 2010	0.77%	-0.60%	2.53%	3.53%	30
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	May 4, 2010	0.44%	-0.18%	2.93%	4.19%	38
FCBIX	Fidelity Advisor Corporate Bond Fund Class I	Corporate Bonds	May 4, 2010	0.50%	-0.56%	2.80%	3.78%	33
FCBTX	Fidelity Advisor Corporate Bond Fund Class M	Corporate Bonds	May 4, 2010	0.81%	-0.60%	2.47%	3.51%	29
FCBYX	Nuveen Strategic Income Fund	Multisector Bonds	Jan 31, 2000	0.59%	0.11%	4.49%	6.05%	88
FCCCX	Fidelity Advisor Corporate Bond Fund Class C	Corporate Bonds	May 4, 2010	1.54%	-0.63%	1.81%	2.84%	22
FCCGX	Fidelity Advisor Small Cap Growth Fund Class C	Small Cap Growth Equities	Nov 3, 2004	2.05%	0.48%	12.37%	8.80%	44
FCCNX	Fidelity Advisor Canada Fund Class C	Foreign Large Cap Equities	May 2, 2007	1.90%	3.04%	9.56%	4.55%	79
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.74%	6.18%	10.60%	9.86%	87
FCDAX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.19%	5.30%	11.94%	0.42%	70
FCDCX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.98%	5.09%	11.05%	0.44%	68

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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