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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 Intermediate Treasury Bond Index FundGovernment Bonds0.03%
0.05%
3.66%
28
Fidelity Flex Conservative Income Municipal Bond F...Municipal BondsOct 12, 20170.00%
0.44%
2.84%
98
Fidelity Flex Municipal Income FundMunicipal BondsOct 12, 20170.00%
0.29%
3.23%
47
Fidelity Advisor Freedom 2010 Fund Class Z6Target Retirement DateJun 6, 20170.38%
0.72%
5.41%
83
Fidelity Freedom Index 2060 FundTarget Retirement DateJun 24, 20200.06%
-0.79%
2.02%
64
Fidelity Flex Freedom Blend 2020 FundTarget Retirement DateJun 8, 20170.00%
0.62%
7.79%
79
Fidelity U.S. Low Volatility Equity FundLarge Cap Blend EquitiesNov 5, 20190.66%
-0.17%
6.83%
4
Fidelity Short-Term Treasury Bond Index FundGovernment BondsDec 20, 20050.03%
0.16%
3.67%
83
Fidelity SAI U.S. Momentum Index FundLarge Cap Growth EquitiesFeb 9, 20170.11%
-1.05%
2.80%
35
Fidelity SAI U.S. Quality Index FundLarge Cap Growth EquitiesOct 8, 20150.10%
-8.02%
14.31%
3.95%
17
Strategic Advisers Fidelity International FundForeign Large Cap EquitiesMar 8, 20070.54%
1.93%
9.24%
2.96%
72
Fidelity SAI U.S. Treasury Bond Index FundGovernment BondsMar 1, 20160.03%
0.25%
3.54%
24
Fidelity Advisor Value Strategies Fund Class CMid Cap Value EquitiesAug 16, 20011.92%
7.05%
8.90%
12.22%
45
Fidelity Value Discovery FundLarge Cap Value EquitiesDec 10, 20020.80%
1.94%
9.67%
8.67%
54
Fidelity Value Discovery Fund Class KLarge Cap Value EquitiesMay 9, 20080.70%
1.96%
9.77%
8.73%
56
Fidelity Advisor Freedom 2050 Fund Class Z6Target Retirement DateJun 6, 20170.50%
0.00%
6.17%
69
Fidelity Advisor Government Income Fund Class AGovernment BondsOct 24, 20060.77%
-0.08%
0.49%
2.81%
19
Fidelity Advisor Government Income Fund Class CGovernment BondsOct 24, 20061.53%
-0.10%
-0.21%
2.12%
14
Fidelity Advisor Value Fund Class IMid Cap Value EquitiesDec 23, 20030.90%
3.69%
11.32%
8.06%
40
Fidelity Advisor Government Income Fund Class IGovernment BondsOct 24, 20060.49%
0.08%
0.76%
3.09%
24

Rows per page

901–920 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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