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
FCIFX	Fidelity Advisor Freedom 2010 Fund Class I	Target Retirement Date	Jul 24, 2003	0.49%	0.62%	5.49%	5.12%	79
FCIGX	Fidelity Advisor Small Cap Growth Fund Class I	Small Cap Growth Equities	Nov 3, 2004	1.04%	0.74%	13.53%	6.32%	47
FCIRX	Fiera Capital International Equity Fund	Foreign Large Cap Equities	Sep 28, 2017	1.25%	-6.95%	—	0.95%	6
FCLAX	Fidelity Advisor Industrials Fund Class A	Industrials Equities	Sep 3, 1996	1.02%	5.65%	13.14%	1.64%	75
FCLCX	Fidelity Advisor Industrials Fund Class C	Industrials Equities	Nov 3, 1997	1.77%	5.44%	12.39%	2.08%	73
FCLIX	Fidelity Advisor Industrials Fund I Class	Industrials Equities	Sep 3, 1996	0.75%	5.71%	13.41%	1.49%	76
FCLKX	Fidelity Large Cap Stock K6 Fund	Large Cap Value Equities	May 25, 2017	0.45%	-1.12%	—	4.60%	80
FCLSX	Fidelity Flex Freedom Blend 2040 Fund	Target Retirement Date	Jun 8, 2017	0.00%	0.41%	—	4.90%	71
FCLTX	Fidelity Advisor Industrials Fund Class M	Industrials Equities	Sep 3, 1996	1.27%	5.60%	12.87%	1.72%	75
FCMAX	Fidelity Advisor California Municipal Income Fund ...	Municipal Bonds	Aug 1, 2002	0.79%	-0.47%	1.68%	2.66%	31
FCMKX	Fidelity Advisor California Municipal Income Fund ...	Municipal Bonds	Aug 1, 2002	1.53%	-0.59%	0.97%	1.94%	22
FCMQX	Fidelity Advisor California Municipal Income Fund ...	Municipal Bonds	Aug 1, 2002	0.54%	-0.43%	1.93%	2.90%	34
FCMTX	Fidelity Advisor California Municipal Income Fund ...	Municipal Bonds	Aug 1, 2002	0.70%	-0.46%	1.76%	2.75%	30
FCMVX	Fidelity Mid Cap Value K6 Fund	Mid Cap Value Equities	May 25, 2017	0.45%	4.62%	—	4.73%	46
FCNKX	Fidelity Contrafund Fund	Large Cap Growth Equities	—	0.74%	-4.59%	16.62%	4.87%	49
FCNSX	Fidelity Series Canada Fund	Foreign Large Cap Equities	Aug 15, 2017	0.00%	4.00%	—	1.98%	87
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	May 17, 1967	0.39%	-4.61%	16.17%	4.89%	47
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	Total Bond Market	Mar 3, 2011	0.25%	0.85%	2.54%	4.23%	100
FCOQX	Franklin Colorado Tax-Free Income Fund Class A	Municipal Bonds	Sep 1, 1987	0.85%	-0.06%	—	2.91%	19
FCOTX	Nuveen Colorado Municipal Bond Fund	Municipal Bonds	May 3, 1987	0.77%	0.30%	2.03%	3.62%	17

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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