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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 Contrafund FundLarge Cap Growth Equities0.74%
-4.59%
16.58%
4.87%
53
Fidelity Series Canada FundForeign Large Cap EquitiesAug 15, 20170.00%
3.49%
1.99%
89
Fidelity Contrafund FundLarge Cap Growth EquitiesMay 17, 19670.39%
-4.57%
16.13%
4.89%
53
Fidelity Conservative Income Bond Institutional Cl...Total Bond MarketMar 3, 20110.25%
0.85%
2.54%
4.23%
100
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.23%
-3.08%
9.04%
5.88%
18
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.98%
-3.24%
8.22%
6.49%
16
Fidelity Small Cap Growth FundSmall Cap Growth EquitiesNov 3, 20041.00%
0.26%
13.53%
6.37%
51
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19970.97%
-3.01%
9.33%
5.61%
19
Fidelity Small Cap Value FundSmall Cap Value EquitiesNov 3, 20040.99%
2.30%
9.79%
9.92%
29
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20031.73%
4.78%
8.29%
6.64%
63
Fidelity Advisor Limited Term Municipal Income Fun...Municipal BondsJul 23, 20031.38%
-0.05%
0.61%
1.39%
59
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20051.70%
5.54%
4.81%
3.54%
84
Fidelity Series Commodity Strategy FundCommoditiesSep 30, 20090.00%
15.29%
-1.22%
2.34%
68
Fidelity California Limited Term Tax-Free Bond Fun...Municipal BondsOct 25, 20050.47%
-0.30%
1.45%
2.22%
71
Strategic Advisers Fidelity U.S. Total Stock FundLarge Cap Blend EquitiesMar 20, 20180.61%
-2.29%
1.94%
35
Fidelity California Municipal Income FundMunicipal BondsJul 7, 19840.45%
-0.50%
2.08%
2.99%
34
Fidelity Advisor Small Cap Growth Fund Class MSmall Cap Growth EquitiesNov 3, 20041.54%
0.13%
12.83%
7.43%
46
Fidelity Advisor Freedom 2035 Fund Class CTarget Retirement DateNov 6, 20031.71%
-0.07%
8.77%
7.20%
64
Fidelity Freedom 2055 Fund Class K6Target Retirement DateJun 1, 20110.50%
0.64%
4.03%
78
Fidelity Advisor Freedom 2025 Fund Class CTarget Retirement DateNov 6, 20031.62%
0.00%
6.61%
7.21%
62

Rows per page

141–160 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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