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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 Small Cap Value Fund Class ASmall Cap Value EquitiesNov 3, 20041.26%
2.24%
9.37%
10.07%
28
Fidelity Advisor Small Cap Value Fund Class CSmall Cap Value EquitiesNov 3, 20042.02%
2.02%
8.55%
12.10%
25
Fidelity Advisor Value Fund Class CMid Cap Value EquitiesDec 23, 20031.90%
3.39%
11.47%
7.95%
40
Fidelity Advisor Small Cap Value Fund Class ISmall Cap Value EquitiesNov 3, 20040.99%
2.30%
9.78%
9.87%
28
Fidelity Convertible Securities FundPreferred Stock/Convertible BondsJan 5, 19870.67%
5.07%
11.16%
2.11%
42
Fidelity Advisor Small Cap Value Fund Class MSmall Cap Value EquitiesNov 3, 20041.50%
2.15%
9.12%
10.47%
27
Fidelity Select Industrials PortfolioIndustrials EquitiesJul 7, 19990.69%
0.00%
12.00%
2.26%
63
Fidelity Advisor Freedom 2020 Fund Class ATarget Retirement DateJul 24, 20030.83%
0.40%
6.54%
7.67%
73
Fidelity Capital Appreciation FundLarge Cap Growth EquitiesNov 26, 19860.84%
-1.86%
14.50%
8.11%
56
Fidelity Advisor Freedom 2020 Fund Class CTarget Retirement DateJul 24, 20031.58%
0.16%
6.02%
7.03%
66
Fidelity Select Tech Hardware PortfolioTechnology EquitiesJul 28, 19850.72%
17.23%
22.45%
12.27%
98
Fidelity Advisor Capital Development Fund Class CLarge Cap Value EquitiesJul 12, 20051.80%
-1.52%
13.85%
11.78%
77
Fidelity Freedom 2055 FundTarget Retirement DateJun 1, 20110.75%
0.64%
11.23%
3.84%
77
Fidelity Growth Strategies FundMid Cap Growth EquitiesDec 28, 19900.63%
-1.85%
10.90%
0.00%
10
Fidelity Advisor Capital Development Fund Class ILarge Cap Value EquitiesJul 12, 20050.71%
-1.26%
14.96%
10.41%
80
Fidelity Disciplined Equity Fund Class KLarge Cap Growth EquitiesMay 9, 20080.70%
-4.43%
12.82%
8.43%
45
Fidelity Disciplined Equity FundLarge Cap Growth EquitiesDec 28, 19880.79%
-4.46%
12.73%
8.44%
46
Fidelity Advisor Diversified Stock Fund Class OLarge Cap Growth EquitiesJul 10, 19700.45%
-1.20%
14.97%
6.66%
53
Fidelity Advisor Capital Development Fund Class OLarge Cap Value EquitiesDec 30, 19850.56%
-1.23%
15.12%
10.47%
81
Fidelity Freedom Index 2055 Fund Investor ClassTarget Retirement DateJun 1, 20110.12%
-0.71%
10.80%
1.98%
69

Rows per page

161–180 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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