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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Diversified International Fund Class KForeign Large Cap EquitiesMay 9, 20080.91%
0.80%
8.61%
10.69%
54
Fidelity Diversified International FundForeign Large Cap EquitiesDec 27, 19911.01%
0.80%
8.50%
10.60%
53
Fidelity International Discovery K6 FundForeign Large Cap EquitiesJun 13, 20190.60%
-0.37%
3.08%
55
Fidelity Freedom Index 2060 Fund Investor ClassTarget Retirement DateAug 5, 20140.12%
-0.79%
10.81%
1.97%
64
Fidelity Advisor Freedom 2060 Fund Class ATarget Retirement DateAug 5, 20141.00%
-0.13%
10.82%
4.63%
65
Fidelity Advisor Freedom 2060 Fund Class ITarget Retirement DateAug 5, 20140.75%
-0.12%
11.10%
4.65%
66
Fidelity Advisor Freedom 2060 Fund Class CTarget Retirement DateAug 5, 20141.75%
-0.32%
10.01%
4.22%
61
Fidelity Advisor Freedom 2060 Fund Class MTarget Retirement DateAug 5, 20141.25%
-0.19%
10.54%
4.52%
64
Fidelity Freedom 2060 FundTarget Retirement DateAug 5, 20140.75%
0.52%
11.36%
3.67%
75
Fidelity Select Leisure PortfolioConsumer Discretionary EquitiesMay 7, 19840.74%
-9.74%
9.45%
10.11%
1
Fidelity Series Intrinsic Opportunities FundMid Cap Value EquitiesDec 6, 20120.00%
1.22%
11.88%
11.49%
28
Fidelity Massachusetts Municipal Income FundMunicipal BondsNov 10, 19830.45%
-0.19%
1.72%
2.71%
41
Fidelity Stock Selector Small Cap FundSmall Cap Blend EquitiesJun 28, 19930.90%
5.39%
12.21%
0.68%
72
Fidelity Stock Selector All Cap FundLarge Cap Growth EquitiesSep 28, 19900.68%
-1.74%
13.82%
4.87%
66
Fidelity Growth Discovery FundLarge Cap Growth EquitiesMar 31, 19980.77%
-4.14%
17.23%
1.65%
38
Fidelity Advisor Diversified Stock Fund Class CLarge Cap Growth EquitiesJul 12, 20051.70%
-1.53%
15.68%
7.15%
44
Fidelity Advisor Diversified Stock Fund Class MLarge Cap Growth EquitiesJul 12, 20051.13%
-1.40%
16.10%
6.56%
46
Fidelity Advisor Freedom 2020 Fund Class MTarget Retirement DateJul 24, 20031.08%
0.32%
6.62%
7.44%
69
Fidelity Advisor Diversified Stock Fund Class ILarge Cap Growth EquitiesJul 12, 20050.59%
-1.27%
14.88%
6.04%
49
Fidelity Freedom 2025 Fund Class K6Target Retirement DateNov 6, 20030.44%
0.68%
6.72%
78

Rows per page

1861–1880 of 7475

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.

0%Annualized Volatility0%Annualized Return

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