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
FDESX	Fidelity Advisor Diversified Stock Fund Class O	Large Cap Growth Equities	Jul 10, 1970	0.45%	-1.23%	15.03%	6.67%	49
FDETX	Fidelity Advisor Capital Development Fund Class O	Large Cap Value Equities	Dec 30, 1985	0.56%	-1.23%	15.18%	10.47%	80
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date	Jun 1, 2011	0.12%	-0.79%	10.83%	1.98%	65
FDFAX	Fidelity Select Consumer Staples Portfolio	Consumer Staples Equities	Jul 28, 1985	0.73%	5.88%	5.18%	2.60%	7
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	Mar 9, 2017	0.00%	-3.84%	—	0.90%	45
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	Target Retirement Date	Jun 28, 2019	0.00%	0.33%	—	2.87%	71
FDFQX	Fidelity Advisor Freedom 2065 Fund Class Z	Target Retirement Date	Jun 28, 2019	0.65%	-0.07%	—	4.86%	67
FDFRX	Fidelity Advisor Freedom 2065 Fund Class Z6	Target Retirement Date	Jun 28, 2019	0.50%	0.00%	—	4.97%	69
FDFSX	Fidelity Advisor Freedom 2065 Fund Class I	Target Retirement Date	Jun 28, 2019	0.75%	-0.07%	—	4.71%	67
FDFVX	Fidelity Advisor Freedom 2065 Fund Class M	Target Retirement Date	Jun 28, 2019	1.25%	-0.20%	—	4.61%	64
FDFYX	Fidelity Advisor Freedom 2065 Fund Class C	Target Retirement Date	Jun 28, 2019	1.75%	-0.34%	—	4.35%	61
FDFZX	Fidelity Advisor Freedom 2065 Fund Class A	Target Retirement Date	Jun 28, 2019	1.00%	-0.13%	—	4.71%	65
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Cla...	Dividend	Apr 1, 2015	—	0.86%	—	0.00%	59
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	Apr 27, 1993	0.48%	0.80%	12.55%	9.21%	80
FDGKX	Fidelity Dividend Growth Fund Class K	Large Cap Value Equities	May 9, 2008	0.38%	0.80%	12.10%	6.68%	72
FDGLX	Fidelity Advisor Freedom 2030 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.46%	0.26%	—	7.79%	72
FDGRX	Fidelity Growth Company Fund	Large Cap Growth Equities	—	0.79%	-0.67%	20.61%	0.00%	73
FDHIX	First Trust Short Duration High Income Fund	Bank Loan	Oct 31, 2012	1.01%	-1.65%	4.39%	5.78%	70
FDIAX	Fidelity Advisor Limited Term Bond Fund Class A	Total Bond Market	Sep 3, 1996	0.75%	-0.20%	2.04%	3.41%	88
FDIFX	Fidelity Advisor Freedom 2020 Fund Class I	Target Retirement Date	Jul 24, 2003	0.58%	0.39%	7.09%	7.72%	73

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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