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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 Series International Small Cap FundForeign Small & Mid Cap EquitiesDec 3, 20090.03%
-1.40%
9.22%
15.45%
61
Fidelity Series 0-5 Year Inflation-Protected Bond ...Inflation-Protected BondsJan 17, 20220.00%
1.02%
3.98%
93
Fidelity Select Utilities PortfolioUtilities EquitiesDec 9, 19810.74%
8.42%
12.28%
6.09%
61
Fidelity SAI U.S. Low Volatility Index FundLarge Cap Blend EquitiesMay 29, 20150.11%
-1.10%
10.81%
4.50%
17
Fidelity Select Fintech PortfolioFinancials EquitiesDec 16, 19850.81%
-24.14%
6.04%
0.00%
0
Fidelity SAI U.S. Value Index FundLarge Cap Value EquitiesDec 19, 20170.10%
1.78%
7.27%
57
Fidelity Sustainable Target Date 2030 FundTarget Retirement DateMay 11, 20230.46%
-0.16%
2.21%
63
Fidelity Sustainable Emerging Markets Equity FundEmerging Markets DiversifiedFeb 9, 20221.15%
6.01%
0.97%
88
Fidelity Tax-Free Bond FundMunicipal BondsApr 10, 20010.25%
-0.13%
2.35%
3.19%
35
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesJan 6, 20051.57%
-0.87%
7.72%
6.60%
46
Fidelity Advisor Total International Equity Fund C...Foreign Large Cap EquitiesNov 1, 20071.30%
2.22%
9.82%
0.77%
73
Fidelity Advisor Freedom Income Fund Class MTarget Retirement DateJul 24, 20030.97%
0.41%
3.65%
2.76%
73
Fidelity Total Bond FundTotal Bond MarketOct 15, 20020.45%
-0.08%
2.63%
4.00%
39
Fidelity Advisor Limited Term Bond Fund Class MTotal Bond MarketSep 10, 19920.75%
-0.20%
2.01%
3.42%
86
Fidelity Advisor Total International Equity Fund C...Foreign Large Cap EquitiesNov 1, 20072.05%
1.95%
9.01%
0.20%
70
Fidelity Advisor Canada Fund Class MForeign Large Cap EquitiesMay 2, 20071.40%
3.16%
10.03%
4.97%
81
Fidelity Advisor Convertible Securities Fund Class...Preferred Stock/Convertible BondsFeb 19, 20091.23%
6.20%
11.26%
10.26%
88
Fidelity Advisor Total International Equity Fund C...Foreign Large Cap EquitiesNov 1, 20071.05%
2.22%
10.11%
0.88%
74
Franklin Limited Duration Income TrustMultisector BondsAug 27, 20033.92%
-2.79%
4.10%
12.72%
5
Fidelity Advisor Freedom 2030 Fund Class MTarget Retirement DateJul 24, 20031.16%
0.13%
8.21%
7.13%
65

Rows per page

861–880 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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