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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 New York Municipal Income Fund Cl...Municipal BondsAug 1, 20020.77%
-0.15%
1.56%
2.60%
26
Fidelity New Markets Income FundEmerging Markets Bonds0.80%
-0.21%
4.01%
4.62%
87
Fidelity Nordic FundForeign Large Cap EquitiesNov 1, 19950.92%
2.01%
8.81%
8.57%
33
Fidelity Freedom 2050 Fund Class KTarget Retirement DateJul 20, 20170.65%
0.56%
4.13%
75
Fidelity Freedom 2055 Fund Class KTarget Retirement DateJul 20, 20170.65%
0.53%
3.85%
74
Fidelity Freedom 2060 Fund Class KTarget Retirement DateJul 20, 20170.65%
0.52%
3.68%
74
Fidelity Freedom Income Fund Class KTarget Retirement DateJul 20, 20170.42%
0.63%
3.25%
82
Fidelity Short-Term Bond Index FundTotal Bond MarketOct 18, 20170.03%
0.24%
3.40%
88
Fidelity Infrastructure FundLarge Cap Blend EquitiesNov 5, 20191.00%
6.86%
4.01%
84
Fidelity Advisor New York Municipal Income Fund Cl...Municipal BondsAug 1, 20021.50%
-0.26%
0.90%
1.91%
20
Fidelity Advisor New York Municipal Income Fund Cl...Municipal BondsAug 1, 20020.74%
-0.14%
1.62%
2.63%
27
Fidelity OTC Portfolio Class KLarge Cap Growth EquitiesMay 9, 20080.73%
-1.92%
20.00%
7.70%
78
Fidelity OTC PortfolioLarge Cap Growth EquitiesDec 31, 19840.80%
-1.98%
19.89%
7.93%
78
Fidelity Small Cap Growth K6 FundSmall Cap Growth EquitiesMay 25, 20170.60%
0.98%
2.72%
47
Fidelity Advisor Freedom 2020 Fund Class Z6Target Retirement DateJun 6, 20170.42%
0.48%
8.19%
76
Fidelity Ohio Municipal Income FundMunicipal BondsNov 15, 19850.48%
-0.19%
1.93%
2.80%
41
Fidelity OTC K6 PortfolioLarge Cap Growth EquitiesJun 13, 20190.50%
-3.19%
4.34%
66
Fidelity Flex Freedom Blend 2045 FundTarget Retirement DateJun 8, 20170.00%
0.33%
3.82%
71
Fidelity Advisor Mortgage Securities Fund Class CTotal Bond MarketAug 16, 20011.60%
0.20%
0.16%
2.56%
31
Fidelity Advisor International Small Cap Opportuni...Foreign Small & Mid Cap EquitiesAug 2, 20051.52%
-1.36%
8.07%
12.17%
56

Rows per page

701–720 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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