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
FDTRX	Franklin DynaTech Fund Class R6	Technology Equities	Jun 24, 2013	0.48%	-9.75%	16.49%	11.51%	27
FDTTX	Fidelity Advisor Capital Development Fund Class A	Large Cap Value Equities	Apr 30, 1999	0.85%	-1.31%	14.87%	10.91%	79
FDTZX	Fidelity Advisor Capital Development Fund Class M	Large Cap Value Equities	Jul 12, 2005	1.33%	-1.38%	14.39%	11.20%	78
FDUAX	First Eagle Short Duration High Yield Municipal Fu...	High Yield Muni	Feb 2, 2024	0.87%	-0.13%	—	4.63%	3
FDVAX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	Dec 17, 1998	1.16%	0.54%	8.41%	13.88%	50
FDVIX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	Dec 17, 1998	0.90%	0.63%	8.66%	13.74%	52
FDVKX	Fidelity Value Discovery K6 Fund	Large Cap Value Equities	May 25, 2017	0.45%	2.06%	—	13.20%	55
FDVLX	Fidelity Value Fund	Mid Cap Value Equities	Dec 1, 1978	0.79%	3.85%	13.04%	9.68%	41
FDYNX	Franklin DynaTech Fund Class C	Large Cap Growth Equities	Dec 1, 2008	1.52%	-10.01%	15.20%	16.27%	24
FEAAX	Fidelity Advisor Emerging Asia Fund Class A	Asia Pacific Equities	Mar 25, 1994	1.20%	4.16%	12.74%	0.00%	84
FEAMX	First Eagle Fund of America	Large Cap Blend Equities	Mar 2, 1998	1.65%	-0.61%	7.92%	17.00%	62
FEATX	Fidelity Advisor Emerging Asia Fund Class M	Asia Pacific Equities	Jun 15, 1999	1.45%	4.08%	12.45%	0.00%	84
FEBAX	First Eagle Global Income Builder Fund Class A	Global Allocation	May 1, 2012	1.17%	4.26%	8.44%	3.58%	88
FEBGX	Fidelity Environmental Bond Fund	Intermediate Core-Plus Bond	Jun 15, 2021	0.36%	-0.12%	—	3.53%	28
FEBIX	First Eagle Global Income Builder Fund	Global Allocation	Apr 30, 2012	0.93%	4.76%	9.10%	5.55%	92
FECGX	Fidelity Small Cap Growth Index Fund	Small Cap Growth Equities	Jul 11, 2019	0.05%	-1.48%	—	0.55%	42
FEDAX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	1.49%	6.99%	9.59%	4.27%	95
FEDCX	Fidelity Series Emerging Markets Debt Fund	Emerging Markets Bonds	Mar 17, 2011	0.00%	-0.42%	4.35%	5.48%	89
FEDDX	Fidelity Emerging Markets Discovery Fund	Emerging Markets Equities	Nov 1, 2011	1.19%	7.08%	9.88%	4.34%	95
FEDGX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	2.25%	6.79%	8.81%	3.56%	94

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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