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
FCPAX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	Nov 3, 1997	1.23%	-3.74%	8.95%	5.93%	16
FCPCX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	Nov 3, 1997	1.98%	-3.88%	8.14%	6.53%	14
FCPGX	Fidelity Small Cap Growth Fund	Small Cap Growth Equities	Nov 3, 2004	1.00%	0.74%	13.64%	6.34%	48
FCPIX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	Nov 3, 1997	0.97%	-3.65%	9.24%	5.64%	16
FCPVX	Fidelity Small Cap Value Fund	Small Cap Value Equities	Nov 3, 2004	0.99%	2.65%	9.92%	9.89%	27
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2020	0.01%	-2.53%	—	4.79%	62
FCRIX	FS Credit Income Fund Class I	Multistrategy	Nov 1, 2017	2.37%	0.76%	—	9.53%	98
FCSDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	1.73%	5.12%	8.34%	6.62%	63
FCSHX	Fidelity Advisor Limited Term Municipal Income Fun...	Municipal Bonds	Jul 23, 2003	1.38%	0.04%	0.62%	1.39%	61
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	Jun 20, 2006	0.00%	-0.66%	3.50%	4.35%	41
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	1.70%	5.89%	4.87%	3.53%	85
FCSSX	Fidelity Series Commodity Strategy Fund	Commodities	Sep 30, 2009	0.00%	15.47%	-1.10%	2.33%	67
FCSTX	Fidelity California Limited Term Tax-Free Bond Fun...	Municipal Bonds	Oct 25, 2005	0.47%	-0.21%	1.46%	2.21%	70
FCT	First Trust Senior Floating Rate Income Fund II	Bank Loan	Jan 1, 2013	0.03%	-2.29%	6.13%	12.30%	15
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	Large Cap Blend Equities	Mar 20, 2018	0.61%	-2.13%	—	1.94%	33
FCTFX	Fidelity California Municipal Income Fund	Municipal Bonds	Jul 7, 1984	0.45%	-0.42%	2.09%	2.99%	34
FCTGX	Fidelity Advisor Small Cap Growth Fund Class M	Small Cap Growth Equities	Nov 3, 2004	1.54%	0.60%	12.93%	7.40%	46
FCTHX	Fidelity Advisor Freedom 2035 Fund Class C	Target Retirement Date	Nov 6, 2003	1.71%	-0.13%	8.80%	7.20%	62
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	Jun 1, 2011	0.50%	0.53%	—	4.03%	76
FCTTX	Nuveen Connecticut Municipal Bond Fund	Municipal Bonds	Jul 12, 1987	0.78%	0.61%	1.63%	3.25%	23

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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