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
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	Target Retirement Date	Oct 2, 2009	0.08%	0.11%	3.97%	3.28%	77
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	Oct 20, 2011	0.00%	-0.54%	5.78%	7.31%	81
FFIDX	Fidelity Fund	Large Cap Growth Equities	Apr 30, 1930	0.45%	-5.53%	14.60%	1.24%	58
FFIJX	Fidelity Freedom Index 2065 Fund Investor Class	Target Retirement Date	Jun 28, 2019	0.12%	-0.80%	—	1.92%	65
FFIKX	Fidelity Freedom Index 2065 Fund Institutional Pre...	Target Retirement Date	Jun 28, 2019	0.08%	-0.80%	—	1.95%	65
FFIMX	Fidelity Advisor Asset Manager 50% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.65%	0.05%	7.24%	7.20%	74
FFIZX	Fidelity Freedom Index 2040 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.62%	10.60%	2.39%	66
FFLDX	Fidelity Freedom Index 2055 Fund	Target Retirement Date	—	0.08%	-0.79%	10.97%	2.01%	65
FFLEX	Fidelity Freedom Index 2060 Fund Institutional Pre...	Target Retirement Date	Aug 5, 2014	0.08%	-0.79%	10.86%	2.00%	65
FFNAX	Fidelity Advisor Asset Manager 40% Fund Class A	Diversified Portfolio	Oct 9, 2007	0.83%	0.07%	6.01%	3.30%	75
FFNCX	Fidelity Advisor Asset Manager 40% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.60%	0.07%	5.28%	2.72%	70
FFNIX	Fidelity Advisor Asset Manager 40% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.57%	0.00%	6.26%	3.49%	76
FFNOX	Fidelity Multi-Asset Index Fund	Diversified Portfolio	Jun 29, 1999	0.11%	-0.51%	10.29%	3.70%	64
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	Inflation-Protected Bonds	Nov 4, 2025	0.05%	—	—	0.00%	—
FFOLX	Fidelity Freedom Index 2045 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.75%	10.85%	2.07%	66
FFOPX	Fidelity Freedom Index 2050 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.74%	10.85%	2.02%	65
FFRAX	Fidelity Advisor Floating Rate High Income Fund Cl...	High Yield Bonds	Aug 16, 2000	0.98%	-0.66%	4.62%	6.48%	69
FFRCX	Fidelity Advisor Floating Rate High Income Fund Cl...	High Yield Bonds	Aug 16, 2000	1.73%	-0.78%	3.88%	5.79%	57
FFRGX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Target Retirement Date	—	—	-0.20%	—	0.00%	50
FFRHX	Fidelity Floating Rate High Income Fund	High Yield Bonds	Aug 16, 2000	0.67%	-0.61%	4.98%	6.75%	75

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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