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.

7224 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FDKPX	Fidelity Advisor Freedom 2060 Fund Class A	Target Retirement Date	Aug 5, 2014	1.00%	11.47%	12.37%	5.86%	55
FDKQX	Fidelity Advisor Freedom 2060 Fund Class I	Target Retirement Date	Aug 5, 2014	0.75%	11.55%	12.64%	5.83%	57
FDKSX	Fidelity Advisor Freedom 2060 Fund Class C	Target Retirement Date	Aug 5, 2014	1.75%	10.99%	11.52%	5.53%	51
FDKTX	Fidelity Advisor Freedom 2060 Fund Class M	Target Retirement Date	Aug 5, 2014	1.25%	11.31%	12.08%	5.77%	53
FDKVX	Fidelity Freedom 2060 Fund	Target Retirement Date	Aug 5, 2014	0.75%	12.92%	13.01%	4.92%	73
FDLSX	Fidelity Select Leisure Portfolio	Consumer Discretionary Equities	May 7, 1984	0.74%	-2.21%	11.87%	5.28%	1
FDMLX	Fidelity Series Intrinsic Opportunities Fund	Mid Cap Value Equities	Dec 6, 2012	0.00%	13.45%	13.54%	10.25%	55
FDMMX	Fidelity Massachusetts Municipal Income Fund	Municipal Bonds	Nov 10, 1983	0.45%	1.66%	1.61%	2.71%	74
FDSCX	Fidelity Stock Selector Small Cap Fund	Small Cap Blend Equities	Jun 28, 1993	0.90%	22.54%	14.22%	0.59%	86
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	Sep 28, 1990	0.68%	13.39%	15.77%	4.22%	82
FDSVX	Fidelity Growth Discovery Fund	Large Cap Growth Equities	Mar 31, 1998	0.77%	8.91%	18.76%	1.45%	27
FDTCX	Fidelity Advisor Diversified Stock Fund Class C	Large Cap Growth Equities	Jul 12, 2005	1.70%	11.73%	17.52%	6.30%	48
FDTEX	Fidelity Advisor Diversified Stock Fund Class M	Large Cap Growth Equities	Jul 12, 2005	1.13%	12.01%	17.94%	5.77%	52
FDTFX	Fidelity Advisor Freedom 2020 Fund Class M	Target Retirement Date	Jul 24, 2003	1.08%	5.98%	7.34%	7.47%	54
FDTIX	Fidelity Advisor Diversified Stock Fund Class I	Large Cap Growth Equities	Jul 12, 2005	0.59%	12.28%	16.70%	5.31%	54
FDTKX	Fidelity Freedom 2025 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.44%	7.97%	—	7.11%	73
FDTOX	Fidelity Advisor Diversified Stock Fund Class A	Large Cap Growth Equities	Apr 30, 1999	0.80%	12.18%	16.48%	5.90%	53
FDTRX	Franklin DynaTech Fund Class R6	Technology Equities	Jun 24, 2013	0.48%	7.09%	18.92%	9.70%	15
FDTTX	Fidelity Advisor Capital Development Fund Class A	Large Cap Value Equities	Apr 30, 1999	0.85%	8.29%	16.31%	9.94%	69
FDTZX	Fidelity Advisor Capital Development Fund Class M	Large Cap Value Equities	Jul 12, 2005	1.33%	8.13%	15.83%	10.21%	66

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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