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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 Mid Cap Value Fund Class IMid Cap Value EquitiesFeb 13, 20070.59%
4.45%
10.16%
7.51%
46
Fidelity Advisor Mortgage Securities Fund Class MTotal Bond MarketMar 3, 19970.79%
0.34%
0.89%
3.27%
41
Fidelity Advisor Mortgage Securities Fund Class ITotal Bond MarketMar 3, 19970.51%
0.27%
1.15%
3.47%
44
Fidelity Multi-Asset Income FundDiversified PortfolioSep 9, 20150.78%
3.14%
3.77%
78
Fidelity Mortgage Securities FundTotal Bond MarketDec 31, 19840.45%
0.39%
1.32%
3.60%
46
Fidelity Moderate with Income Allocation FundDiversified PortfolioFeb 8, 20220.10%
-0.32%
3.09%
77
Fidelity Natural Resources FundEnergy EquitiesMar 3, 19970.82%
28.79%
12.83%
1.47%
92
Fidelity Advisor Limited Term Bond Fund Class CTotal Bond MarketNov 3, 19971.53%
-0.32%
1.28%
2.71%
77
Fidelity Long-Term Treasury Bond Index FundGovernment BondsDec 20, 20050.03%
0.32%
3.94%
4
Fidelity NASDAQ Composite Index FundLarge Cap Growth Equities0.29%
-5.75%
17.07%
0.55%
55
Fidelity Sustainability Bond Index FundTotal Bond MarketJun 19, 20180.10%
0.31%
3.91%
37
Fidelity Advisor Freedom 2060 Fund Class Z6Target Retirement DateJun 6, 20170.50%
-0.06%
4.94%
68
Fidelity Advisor New Insights Fund Class ALarge Cap Growth EquitiesJul 31, 20030.93%
-3.11%
15.16%
9.64%
66
Fidelity Advisor New Insights Fund Class CLarge Cap Growth EquitiesJul 31, 20031.70%
-3.27%
14.28%
14.12%
63
Fidelity International Sustainability Index FdForeign Large Cap EquitiesMay 9, 20170.20%
1.05%
2.78%
70
Fidelity ZERO Large Cap Index FundLarge Cap Blend Equities0.00%
-3.85%
1.05%
44
Fidelity Advisor New Insights Fund Class MLarge Cap Growth EquitiesJul 31, 20031.18%
-3.16%
15.03%
10.57%
66
Fidelity New Jersey Municipal Income FundMunicipal BondsJan 1, 19880.47%
-0.31%
2.66%
2.98%
42
Fidelity Mid-Cap Stock K6 FundMid Cap Blend EquitiesJun 13, 20190.52%
5.86%
0.55%
56
Fidelity Series Value Discovery FundLarge Cap Value EquitiesDec 6, 20120.00%
2.10%
10.97%
8.60%
57

Rows per page

681–700 of 979

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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