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
FEMKX	Fidelity Emerging Markets	Emerging Markets Equities	Nov 1, 1990	0.88%	1.68%	10.06%	0.05%	83
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	Emerging Markets Equities	Dec 9, 2008	0.01%	6.04%	11.00%	2.31%	90
FEMVX	Fidelity SAI Emerging Markets Value Index Fund	Emerging Markets Diversified	May 11, 2020	0.22%	7.24%	—	3.70%	91
FEMZX	Templeton Sustainable Emerging Markets Bond Fund	Emerging Markets Bonds	Mar 31, 2013	0.88%	-1.50%	—	10.03%	92
FEPAX	Fidelity Advisor Total Bond Fund Class A	Total Bond Market	Oct 15, 2002	0.75%	-0.23%	2.16%	3.74%	33
FEPIX	Fidelity Total Bond Fund	Total Bond Market	—	0.50%	-0.19%	2.45%	3.96%	37
FEPTX	Fidelity Advisor Total Bond Fund Class M	Total Bond Market	—	0.75%	-0.23%	2.20%	3.74%	33
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	Sep 8, 2022	0.55%	-3.62%	—	0.45%	58
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	May 16, 1966	0.57%	3.14%	11.66%	4.46%	63
FEQTX	Fidelity Equity Dividend Income Fund	Large Cap Value Equities	Aug 21, 1990	0.58%	2.32%	9.74%	1.05%	11
FERCX	Fidelity Advisor Emerging Asia Fund Class C	Asia Pacific Equities	Jun 15, 1999	1.96%	3.95%	11.94%	0.00%	82
FERGX	Fidelity SAI Emerging Markets Index Fund	Emerging Markets Diversified	Jan 4, 2016	0.08%	3.97%	—	2.57%	85
FERIX	Fidelity Advisor Emerging Asia Fund Class I	Asia Pacific Equities	Jun 15, 1999	0.94%	4.23%	13.02%	0.00%	85
FESCX	First Eagle Small Cap Opportunity Fund	Small Cap Value Equities	Apr 26, 2021	1.00%	7.06%	—	0.97%	70
FESGX	First Eagle Global Fund Class C	Global Allocation	Jan 1, 1979	1.86%	1.78%	9.14%	9.02%	82
FESIX	Fidelity SAI Real Estate Index Fund	REIT	Feb 2, 2016	0.07%	2.57%	—	3.01%	6
FETKX	Fidelity Equity Dividend Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	2.36%	9.84%	1.05%	11
FEUCX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.92%	-4.72%	11.33%	13.71%	29
FEUGX	Federated Hermes Adjustable Rate Fund	Government Bonds	Dec 2, 1985	0.55%	0.90%	1.89%	4.08%	99
FEUIX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	0.82%	-4.47%	12.13%	9.21%	33

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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