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
FCDIX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	0.92%	5.38%	12.25%	0.68%	71
FCDSX	Fidelity Series International Credit Fund	Global Bonds	Jul 25, 2017	0.00%	-0.95%	—	4.62%	57
FCDTX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.46%	5.24%	11.61%	0.39%	69
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	Emerging Markets Diversified	Jul 31, 2019	0.17%	5.69%	—	3.11%	88
FCENX	Franklin International Core Equity (IU) Fund Advis...	Foreign Large Cap Equities	Aug 1, 2019	0.00%	2.58%	—	13.16%	71
FCEPX	Fidelity Advisor Total Bond Fund Class C	Total Bond Market	—	1.51%	-0.35%	1.50%	3.04%	23
FCEUX	Franklin U.S. Core Equity (IU) Fund Advisor	Large Cap Blend Equities	Aug 1, 2019	0.00%	-3.55%	—	3.77%	54
FCFAX	Frost Credit Fund	Short-Term Bond	Dec 3, 2012	0.96%	0.33%	5.34%	6.18%	66
FCFBX	Frost Credit Fund A Class Shares	Total Bond Market	Dec 3, 2012	1.11%	-0.16%	—	5.59%	55
FCFCX	Fidelity Advisor Freedom 2010 Fund Class C	Target Retirement Date	Jul 24, 2003	1.49%	0.36%	4.48%	4.16%	68
FCFEX	Fidelity Advisor Freedom 2030 Fund Class C	Target Retirement Date	Jul 24, 2003	1.66%	-0.07%	7.66%	6.88%	62
FCFFX	Fidelity Advisor Freedom 2040 Fund Class C	Target Retirement Date	Jul 24, 2003	1.75%	-0.17%	9.75%	7.00%	61
FCFMX	Fidelity Series Total Market Index Fund	Large Cap Blend Equities	Apr 26, 2019	0.00%	-3.15%	—	1.46%	47
FCFTX	Fidelity Advisor Freedom 2010 Fund Class M	Target Retirement Date	Jul 24, 2003	0.99%	0.45%	4.99%	4.68%	73
FCFWX	American Funds Retirement Income Portfolio Enhance...	Target Retirement Date	Aug 28, 2015	0.67%	0.40%	7.97%	5.70%	75
FCGCX	Fidelity Advisor Global Commodity Stock Fund Class...	Commodities	Mar 25, 2009	1.97%	23.79%	13.06%	1.19%	95
FCGEX	Fiera Capital Global Equity Fund	Global Equities	Apr 27, 2017	1.15%	-4.36%	—	8.91%	30
FCGLX	Fidelity Advisor Freedom 2045 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	0.06%	—	6.53%	70
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	-0.48%	22.23%	10.53%	86
FCHKX	Fidelity Advisor China Region Fund Class C	China Equities	May 9, 2008	1.96%	8.55%	11.37%	0.81%	88

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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