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Fidelity Mutual Funds List

Here you can find all mutual funds issued by Fidelity and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Fidelity
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 Advisor Freedom 2025 Fund Class ATarget Retirement DateNov 6, 20030.87%
0.22%
7.43%
7.67%
69
Strategic Advisers Short Duration FundUltrashort BondDec 20, 20110.26%
-0.50%
21.20%
2.60%
85
Fidelity Advisor Value Fund Class AMid Cap Value EquitiesDec 23, 20031.15%
3.60%
10.90%
8.00%
43
Fidelity Advisor Freedom Blend 2065 Fund Class CTarget Retirement DateJun 28, 20191.49%
0.00%
1.85%
66
Fidelity Advisor Freedom Blend 2065 Fund Class MTarget Retirement DateJun 28, 20190.99%
0.19%
2.17%
69
Fidelity Advisor Freedom Blend 2065 Fund Class ITarget Retirement DateJun 28, 20190.49%
0.32%
2.44%
72
Fidelity Advisor Freedom Blend 2065 Fund Class ZTarget Retirement DateJun 28, 20190.39%
0.32%
2.51%
72
Fidelity Advisor Multi-Asset Income Fund Class IDiversified PortfolioSep 9, 20150.80%
2.20%
8.82%
3.43%
76
Fidelity Advisor Freedom Blend 2065 Fund Class ATarget Retirement DateJun 28, 20190.74%
0.26%
2.32%
70
Fidelity Advisor Multi-Asset Income Fund Class MDiversified PortfolioSep 9, 20151.03%
2.16%
8.61%
3.21%
75
Fidelity Balanced Fund Class KDiversified PortfolioNov 6, 19860.45%
-1.49%
10.85%
5.81%
74
Fidelity Balanced FundDiversified PortfolioNov 6, 19860.51%
-1.49%
10.76%
5.77%
73
Fidelity Advisor Balanced Fund Class ADiversified PortfolioNov 6, 19860.76%
-1.53%
5.48%
69
Fidelity Tactical Bond FundMultisector BondsFeb 9, 20220.66%
-0.13%
4.31%
44
Fidelity Blue Chip Growth K6 FundLarge Cap Growth EquitiesMay 25, 20170.45%
-5.56%
1.02%
68
Fidelity Advisor Blue Chip Growth Fund Class ZDiversified Portfolio0.61%
-5.76%
2.02%
62
Fidelity Blue Chip Value FundLarge Cap Value EquitiesJun 17, 20030.63%
0.62%
7.82%
2.93%
24
Fidelity Blue Chip Growth Fund Class KLarge Cap Growth EquitiesMay 9, 20080.68%
-5.76%
19.35%
2.00%
64
Fidelity Advisor Freedom 2055 Fund Class Z6Target Retirement DateJun 6, 20170.50%
0.11%
5.50%
70
Fidelity Blue Chip Growth FundLarge Cap Growth EquitiesDec 31, 19870.79%
-5.77%
19.25%
2.02%
64

Rows per page

61–80 of 978

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.

0%Annualized Volatility0%Annualized Return

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