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
FEDIX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	1.19%	7.02%	9.88%	4.39%	95
FEDTX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	1.76%	6.87%	9.32%	4.03%	95
FEDUX	Fidelity Education Income Fund	Intermediate Core Bond	Mar 16, 2021	0.00%	-0.19%	—	4.04%	76
FEFIX	Fidelity Advisor Freedom 2030 Fund Class I	Target Retirement Date	Jul 24, 2003	0.66%	0.19%	8.74%	7.31%	69
FEGIX	First Eagle Gold Fund Class I	Precious Metals, Commodities	Aug 31, 1993	0.96%	11.55%	17.02%	1.07%	92
FEGLX	Fidelity Advisor Freedom Income Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.37%	0.61%	—	3.32%	81
FEGOX	First Eagle Gold Fund Class C	Precious Metals	May 15, 2003	1.91%	11.27%	15.84%	0.63%	91
FEHAX	First Eagle High Yield Municipal Fund Class A	High Yield Muni	Jan 3, 2012	1.13%	-0.01%	4.52%	5.39%	2
FEHIX	First Eagle High Income Fund	High Yield Bonds	Nov 19, 2007	0.80%	-0.09%	4.77%	5.61%	2
FEIAX	Fidelity Advisor Equity Income Fund Class A	Large Cap Value Equities	Sep 3, 1996	0.90%	—	—	4.33%	—
FEIFX	Franklin Equity Income Fund	Large Cap Value Equities	May 15, 2008	0.58%	1.45%	13.02%	10.18%	60
FEIKX	Fidelity Equity-Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	3.15%	11.76%	4.53%	63
FEKFX	Fidelity Equity-Income K6 Fund	Large Cap Value Equities	Jun 13, 2019	0.34%	3.16%	—	2.56%	64
FELAX	Fidelity Advisor Semiconductors Fund Class A	Technology Equities	Dec 27, 2000	1.01%	10.51%	31.02%	6.30%	94
FELCX	Fidelity Advisor Semiconductors Fund Class C	Technology Equities	Dec 27, 2000	1.76%	10.29%	30.02%	7.57%	94
FELIX	Fidelity Advisor Semiconductors Fund Class I	Technology Equities	Dec 27, 2000	0.75%	10.58%	31.39%	5.89%	94
FELSX	Fidelity Flex Freedom Blend 2025 Fund	Target Retirement Date	Jun 8, 2017	0.00%	0.52%	—	7.24%	74
FELTX	Fidelity Advisor Semiconductors Fund Class M	Technology Equities	Dec 27, 2000	1.26%	10.43%	30.65%	6.66%	94
FEMDX	Franklin Emerging Market Debt Opportunities Fund	Emerging Markets Bonds	May 23, 2006	1.00%	1.44%	6.80%	6.39%	97
FEMIX	Fidelity Advisor New York Municipal Income Fund Cl...	Municipal Bonds	Aug 1, 2002	0.54%	-0.11%	1.84%	2.82%	29

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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