Fidelity Investments

Statistics as of Nov 01, 2024

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Found total of 550 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.33
YTD Return
21.5%
3yr Return
30.1%
1yr Return
37.1%
Total Assets
$593B
6M Money Flow
$8B
Money Market-Taxable
Expense Ratio
0.42%
TTM Yield
4.9%
3yr Sharpe
-0.57
YTD Return
4.2%
3yr Return
10.6%
1yr Return
5.0%
Total Assets
$364B
6M Money Flow
$34B
Money Market-Taxable
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.53
YTD Return
4.2%
3yr Return
10.7%
1yr Return
5.1%
Total Assets
$232B
6M Money Flow
$5B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
-0.13
YTD Return
4.4%
3yr Return
11.4%
1yr Return
5.3%
Total Assets
$208B
6M Money Flow
$12B
Large Growth
Expense Ratio
0.39%
TTM Yield
0.4%
3yr Sharpe
0.33
YTD Return
31.6%
3yr Return
33.5%
1yr Return
45.8%
Total Assets
$148B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.13%
TTM Yield
1.0%
3yr Sharpe
0.29
YTD Return
20.9%
3yr Return
27.5%
1yr Return
37.3%
Total Assets
$136B
6M Money Flow
$13B
Prime Money Market
Expense Ratio
0.14%
TTM Yield
5.3%
3yr Sharpe
0.08
YTD Return
4.5%
3yr Return
11.8%
1yr Return
5.4%
Total Assets
$136B
6M Money Flow
$7B
Prime Money Market
Expense Ratio
0.30%
TTM Yield
5.1%
3yr Sharpe
-0.18
YTD Return
4.3%
3yr Return
11.3%
1yr Return
5.2%
Total Assets
$119B
6M Money Flow
$8B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.2%
3yr Sharpe
0.23
YTD Return
20.2%
3yr Return
24.3%
1yr Return
37.2%
Total Assets
$101B
6M Money Flow
$972M
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
-0.25
YTD Return
4.4%
3yr Return
11.1%
1yr Return
5.3%
Total Assets
$87B
6M Money Flow
$13B
Large Blend
Expense Ratio
0.24%
TTM Yield
1.3%
3yr Sharpe
0.36
YTD Return
22.5%
3yr Return
31.6%
1yr Return
38.5%
Total Assets
$76B
6M Money Flow
-$116M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.23
YTD Return
19.8%
3yr Return
24.3%
1yr Return
38.0%
Total Assets
$76B
6M Money Flow
$1B
Intermediate Core-Plus Bond
Expense Ratio
0.17%
TTM Yield
4.2%
3yr Sharpe
-0.71
YTD Return
2.2%
3yr Return
-5.2%
1yr Return
10.2%
Total Assets
$69B
6M Money Flow
$301M
Large Growth
Expense Ratio
0.47%
TTM Yield
0.2%
3yr Sharpe
0.13
YTD Return
30.2%
3yr Return
23.0%
1yr Return
51.1%
Total Assets
$68B
6M Money Flow
$845M
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
-0.12
YTD Return
4.4%
3yr Return
11.4%
1yr Return
5.3%
Total Assets
$65B
6M Money Flow
$2B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.3%
3yr Sharpe
-0.80
YTD Return
1.4%
3yr Return
-6.9%
1yr Return
9.0%
Total Assets
$60B
6M Money Flow
$2B
Foreign Large Blend
Expense Ratio
0.04%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
7.3%
3yr Return
7.8%
1yr Return
21.5%
Total Assets
$53B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.42%
TTM Yield
4.9%
3yr Sharpe
-0.57
YTD Return
4.2%
3yr Return
10.6%
1yr Return
5.0%
Total Assets
$49B
6M Money Flow
$1B
Foreign Large Blend
Expense Ratio
0.01%
TTM Yield
2.7%
3yr Sharpe
-0.13
YTD Return
8.9%
3yr Return
4.3%
1yr Return
22.7%
Total Assets
$48B
6M Money Flow
$873M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.09
YTD Return
14.1%
3yr Return
15.0%
1yr Return
26.4%
Total Assets
$47B
6M Money Flow
-$1B
Intermediate Core-Plus Bond
Expense Ratio
0.31%
TTM Yield
4.3%
3yr Sharpe
-0.75
YTD Return
2.3%
3yr Return
-6.3%
1yr Return
10.4%
Total Assets
$43B
6M Money Flow
-$3B
Foreign Large Blend
Expense Ratio
0.54%
TTM Yield
2.4%
3yr Sharpe
-0.11
YTD Return
8.8%
3yr Return
5.0%
1yr Return
22.7%
Total Assets
$42B
6M Money Flow
$8B
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
1.0%
3yr Sharpe
-0.19
YTD Return
12.8%
3yr Return
-2.3%
1yr Return
37.8%
Total Assets
$40B
6M Money Flow
-$1B
Mid-Cap Blend
Expense Ratio
0.03%
TTM Yield
1.0%
3yr Sharpe
-0.01
YTD Return
14.0%
3yr Return
9.9%
1yr Return
34.7%
Total Assets
$36B
6M Money Flow
-$767M
Large Growth
Expense Ratio
0.47%
TTM Yield
0.3%
3yr Sharpe
0.17
YTD Return
26.1%
3yr Return
24.4%
1yr Return
44.2%
Total Assets
$36B
6M Money Flow
-$224M
Large Growth
Expense Ratio
0.45%
TTM Yield
0.4%
3yr Sharpe
0.34
YTD Return
31.4%
3yr Return
33.7%
1yr Return
45.6%
Total Assets
$35B
6M Money Flow
-$2B
Target-Date 2030
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
-0.16
YTD Return
9.8%
3yr Return
5.0%
1yr Return
22.5%
Total Assets
$32B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.14
YTD Return
16.0%
3yr Return
17.3%
1yr Return
28.5%
Total Assets
$31B
6M Money Flow
-$731M
Large Growth
Expense Ratio
0.73%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
26.0%
3yr Return
22.2%
1yr Return
42.6%
Total Assets
$31B
6M Money Flow
-$1B
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.3%
3yr Sharpe
0.00
YTD Return
13.6%
3yr Return
11.0%
1yr Return
28.7%
Total Assets
$29B
6M Money Flow
-$1B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.6%
3yr Sharpe
0.25
YTD Return
24.9%
3yr Return
29.7%
1yr Return
42.7%
Total Assets
$28B
6M Money Flow
$3B
Target-Date 2035
Expense Ratio
0.60%
TTM Yield
1.7%
3yr Sharpe
-0.08
YTD Return
11.5%
3yr Return
7.7%
1yr Return
25.3%
Total Assets
$28B
6M Money Flow
-$1B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.4%
3yr Sharpe
-0.68
YTD Return
2.6%
3yr Return
-3.9%
1yr Return
10.6%
Total Assets
$27B
6M Money Flow
$3B
Small Blend
Expense Ratio
0.03%
TTM Yield
1.1%
3yr Sharpe
-0.17
YTD Return
10.3%
3yr Return
-1.7%
1yr Return
34.4%
Total Assets
$27B
6M Money Flow
-$947M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
-0.79
YTD Return
1.5%
3yr Return
-6.8%
1yr Return
9.0%
Total Assets
$26B
6M Money Flow
$1B
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.2%
3yr Sharpe
0.19
YTD Return
8.3%
3yr Return
19.2%
1yr Return
22.9%
Total Assets
$26B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.24
YTD Return
19.8%
3yr Return
25.2%
1yr Return
38.1%
Total Assets
$24B
6M Money Flow
$1B
Large Growth
Expense Ratio
0.47%
TTM Yield
0.0%
3yr Sharpe
-0.01
YTD Return
32.0%
3yr Return
11.3%
1yr Return
55.5%
Total Assets
$23B
6M Money Flow
-$134M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
1.8%
3yr Sharpe
-0.01
YTD Return
12.8%
3yr Return
11.4%
1yr Return
28.8%
Total Assets
$23B
6M Money Flow
$689M
Foreign Large Blend
Expense Ratio
0.50%
TTM Yield
2.4%
3yr Sharpe
-0.12
YTD Return
7.9%
3yr Return
4.4%
1yr Return
21.4%
Total Assets
$23B
6M Money Flow
$2B
Target-Date 2035
Expense Ratio
0.08%
TTM Yield
2.0%
3yr Sharpe
-0.08
YTD Return
10.9%
3yr Return
8.2%
1yr Return
25.7%
Total Assets
$23B
6M Money Flow
$677M
Target-Date 2030
Expense Ratio
0.08%
TTM Yield
2.1%
3yr Sharpe
-0.16
YTD Return
9.4%
3yr Return
5.6%
1yr Return
23.1%
Total Assets
$22B
6M Money Flow
$120M