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
FCTWX	Fidelity Advisor Freedom 2025 Fund Class C	Target Retirement Date	Nov 6, 2003	1.62%	0.00%	6.63%	7.21%	61
FCUEX	Fiera Capital U.S. Equity Long-Term Quality Fund	Large Cap Blend Equities	Sep 30, 2019	1.00%	-4.74%	—	0.99%	8
FCVAX	Fidelity Advisor Small Cap Value Fund Class A	Small Cap Value Equities	Nov 3, 2004	1.26%	2.60%	9.50%	10.04%	26
FCVCX	Fidelity Advisor Small Cap Value Fund Class C	Small Cap Value Equities	Nov 3, 2004	2.02%	2.41%	8.69%	12.06%	24
FCVFX	Fidelity Advisor Value Fund Class C	Mid Cap Value Equities	Dec 23, 2003	1.90%	3.42%	11.57%	7.94%	36
FCVIX	Fidelity Advisor Small Cap Value Fund Class I	Small Cap Value Equities	Nov 3, 2004	0.99%	2.65%	9.91%	9.83%	27
FCVSX	Fidelity Convertible Securities Fund	Preferred Stock/Convertible Bonds	Jan 5, 1987	0.67%	6.20%	11.30%	1.42%	45
FCVTX	Fidelity Advisor Small Cap Value Fund Class M	Small Cap Value Equities	Nov 3, 2004	1.50%	2.53%	9.25%	10.43%	25
FCYIX	Fidelity Select Industrials Portfolio	Industrials Equities	Jul 7, 1999	0.69%	0.00%	12.12%	2.26%	59
FDAAX	Franklin Floating Rate Daily Access Fund	Bank Loan	Apr 30, 2001	0.67%	-1.20%	4.53%	7.40%	53
FDAFX	Fidelity Advisor Freedom 2020 Fund Class A	Target Retirement Date	Jul 24, 2003	0.83%	0.40%	6.56%	7.67%	71
FDCAX	Fidelity Capital Appreciation Fund	Large Cap Growth Equities	Nov 26, 1986	0.84%	-1.63%	14.59%	8.09%	54
FDCFX	Fidelity Advisor Freedom 2020 Fund Class C	Target Retirement Date	Jul 24, 2003	1.58%	0.16%	6.05%	7.03%	64
FDCPX	Fidelity Select Tech Hardware Portfolio	Technology Equities	Jul 28, 1985	0.72%	17.82%	22.58%	12.20%	98
FDECX	Fidelity Advisor Capital Development Fund Class C	Large Cap Value Equities	Jul 12, 2005	1.80%	-1.52%	13.91%	11.78%	76
FDEEX	Fidelity Freedom 2055 Fund	Target Retirement Date	Jun 1, 2011	0.75%	0.53%	11.24%	3.85%	75
FDEGX	Fidelity Growth Strategies Fund	Mid Cap Growth Equities	Dec 28, 1990	0.63%	-1.85%	10.98%	0.00%	9
FDEIX	Fidelity Advisor Capital Development Fund Class I	Large Cap Value Equities	Jul 12, 2005	0.71%	-1.26%	15.02%	10.41%	79
FDEKX	Fidelity Disciplined Equity Fund Class K	Large Cap Growth Equities	May 9, 2008	0.70%	-4.43%	12.88%	8.43%	44
FDEQX	Fidelity Disciplined Equity Fund	Large Cap Growth Equities	Dec 28, 1988	0.79%	-4.46%	12.79%	8.44%	43

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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