Fidelity Investments Mutual Funds List
Here you can find all mutual funds issued by Fidelity Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.75%
- Avg. 1 Year Return
- 30.25%
- Avg. 5 Year Return
- 16.84%
- Median Risk/Return Score
- 79 / 100
Fidelity Investments Mutual Funds List
1 result
| 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 Large Cap Stock Fund | Large Cap Blend Equities | Jun 22, 1995 | 0.75% | 10.04% | 15.57% | 8.98% | 79 |
Explore top Fidelity Investments Mutual Fund Categories and Asset Classes
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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5 Years
Best Fidelity Investments Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity Large Cap Stock Fund | 79 | — | Jun 1995 |
Best-Performing Fidelity Investments Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Large Cap Stock Fund | 16.84% | — | Jun 1995 |
Lowest-Cost Fidelity Investments Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Large Cap Stock Fund | 0.75% | — | Jun 1995 |
Highest-Yield Fidelity Investments Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fidelity Large Cap Stock Fund | 8.98% | — | Jun 1995 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.