Fidelity Investments
Statistics as of May 01, 2025
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Found total of 548 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.
| Name | Expense Ratio ▼ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.47% | TTM Yield 3.4% | 3yr Sharpe - | YTD Return 2.0% | 3yr Return - | 1yr Return 5.2% | Total Assets $3B | 6M Money Flow $512M | |
Expense Ratio 1.46% | TTM Yield 6.3% | 3yr Sharpe - | YTD Return 4.4% | 3yr Return - | 1yr Return 12.5% | Total Assets $443M | 6M Money Flow $176M | |
Expense Ratio 1.28% | TTM Yield 1.9% | 3yr Sharpe 0.04 | YTD Return -9.0% | 3yr Return 16.9% | 1yr Return -0.3% | Total Assets $2B | 6M Money Flow -$87M | |
Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 0.90% Expense Ratio 2.03% | ||||||||
Expense Ratio 1.28% | TTM Yield 0.9% | 3yr Sharpe 0.27 | YTD Return 10.8% | 3yr Return 30.5% | 1yr Return 12.6% | Total Assets $412M | 6M Money Flow -$2M | |
Expense Ratio 0.64% Expense Ratio 0.77% Expense Ratio 1.05% Expense Ratio 1.81% | ||||||||
Expense Ratio 1.26% | TTM Yield 1.0% | 3yr Sharpe 0.00 | YTD Return 6.0% | 3yr Return 14.3% | 1yr Return 8.8% | Total Assets $54M | 6M Money Flow $14M | |
Expense Ratio 1.15% | TTM Yield 1.5% | 3yr Sharpe 0.00 | YTD Return -1.9% | 3yr Return 13.8% | 1yr Return -1.0% | Total Assets $28M | 6M Money Flow -$3M | |
Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 1.90% | ||||||||
Expense Ratio 1.14% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.7% | 3yr Return - | 1yr Return - | Total Assets $13M | 6M Money Flow $1M | |
Expense Ratio 1.14% Expense Ratio 1.39% Expense Ratio 1.09% Expense Ratio 1.64% Expense Ratio 2.14% | ||||||||
Expense Ratio 1.10% | TTM Yield 0.8% | 3yr Sharpe 0.46 | YTD Return -4.7% | 3yr Return 38.8% | 1yr Return 10.4% | Total Assets $2B | 6M Money Flow $10M | |
Expense Ratio 0.85% Expense Ratio 1.34% Expense Ratio 0.71% Expense Ratio 1.85% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.5% | 3yr Sharpe 0.63 | YTD Return -1.9% | 3yr Return 51.1% | 1yr Return 13.2% | Total Assets $1B | 6M Money Flow $26M | |
Expense Ratio 0.82% Expense Ratio 1.33% Expense Ratio 0.70% Expense Ratio 1.84% | ||||||||
Expense Ratio 1.05% | TTM Yield 1.3% | 3yr Sharpe 0.17 | YTD Return 6.5% | 3yr Return 22.7% | 1yr Return 10.7% | Total Assets $78M | 6M Money Flow $15M | |
Expense Ratio 1.05% | TTM Yield 0.0% | 3yr Sharpe 0.20 | YTD Return -7.6% | 3yr Return 26.8% | 1yr Return 6.2% | Total Assets $34M | 6M Money Flow -$1M | |
Expense Ratio 0.90% Expense Ratio 1.30% Expense Ratio 1.55% Expense Ratio 2.05% Expense Ratio 1.05% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.1% | 3yr Sharpe - | YTD Return -5.7% | 3yr Return - | 1yr Return 5.1% | Total Assets $13M | 6M Money Flow $917K | |
Expense Ratio 1.55% Expense Ratio 1.30% Expense Ratio 2.05% Expense Ratio 1.05% Expense Ratio 0.90% | ||||||||
Expense Ratio 1.03% | TTM Yield 0.3% | 3yr Sharpe -0.08 | YTD Return -7.7% | 3yr Return 9.5% | 1yr Return -4.8% | Total Assets $2B | 6M Money Flow -$21M | |
Expense Ratio 1.03% | TTM Yield 1.3% | 3yr Sharpe 0.23 | YTD Return 6.5% | 3yr Return 24.6% | 1yr Return 14.5% | Total Assets $947M | 6M Money Flow -$46M | |
Expense Ratio 1.32% Expense Ratio 1.04% Expense Ratio 1.57% Expense Ratio 0.93% Expense Ratio 2.07% | ||||||||
Expense Ratio 1.03% | TTM Yield 1.8% | 3yr Sharpe -0.30 | YTD Return 0.5% | 3yr Return -5.4% | 1yr Return 18.1% | Total Assets $189M | 6M Money Flow -$15M | |
Expense Ratio 1.28% Expense Ratio 0.77% Expense Ratio 0.62% Expense Ratio 1.78% | ||||||||
Expense Ratio 1.01% | TTM Yield 3.8% | 3yr Sharpe 0.11 | YTD Return 4.9% | 3yr Return 19.3% | 1yr Return 1.2% | Total Assets $1B | 6M Money Flow -$149M | |
Expense Ratio 0.97% Expense Ratio 0.89% Expense Ratio 1.26% Expense Ratio 1.51% Expense Ratio 2.01% | ||||||||
Expense Ratio 1.01% | TTM Yield 1.3% | 3yr Sharpe 0.45 | YTD Return -2.6% | 3yr Return 47.8% | 1yr Return 21.5% | Total Assets $628M | 6M Money Flow $75M | |
Expense Ratio 0.73% Expense Ratio 1.25% Expense Ratio 0.60% Expense Ratio 1.75% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.1% | 3yr Sharpe 0.31 | YTD Return 1.6% | 3yr Return 29.4% | 1yr Return 10.7% | Total Assets $2B | 6M Money Flow -$102M | |
Expense Ratio 0.46% Expense Ratio 0.65% Expense Ratio 1.25% Expense Ratio 0.75% Expense Ratio 1.75% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.1% | 3yr Sharpe 0.31 | YTD Return 1.5% | 3yr Return 29.4% | 1yr Return 10.6% | Total Assets $2B | 6M Money Flow -$68M | |
Expense Ratio 0.46% Expense Ratio 0.65% Expense Ratio 1.25% Expense Ratio 0.75% Expense Ratio 1.75% | ||||||||
Expense Ratio 1.00% | TTM Yield 0.0% | 3yr Sharpe 0.50 | YTD Return -4.7% | 3yr Return 45.6% | 1yr Return 10.0% | Total Assets $135M | 6M Money Flow -$915K | |
Expense Ratio 1.30% Expense Ratio 1.55% Expense Ratio 2.05% | ||||||||
Expense Ratio 0.99% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return 1.6% | 3yr Return 28.0% | 1yr Return 10.4% | Total Assets $3B | 6M Money Flow -$152M | |
Expense Ratio 0.64% Expense Ratio 0.45% Expense Ratio 1.24% Expense Ratio 0.74% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.98% | TTM Yield 0.2% | 3yr Sharpe 0.59 | YTD Return 1.5% | 3yr Return 58.5% | 1yr Return 13.2% | Total Assets $644M | 6M Money Flow $56M | |
Expense Ratio 0.71% Expense Ratio 1.23% Expense Ratio 0.59% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe 0.14 | YTD Return -13.6% | 3yr Return 25.5% | 1yr Return 6.9% | Total Assets $445M | 6M Money Flow -$4M | |
Expense Ratio 0.72% Expense Ratio 0.59% Expense Ratio 1.25% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe 0.27 | YTD Return -0.4% | 3yr Return 21.5% | 1yr Return 7.4% | Total Assets $13B | 6M Money Flow -$206M | |
Expense Ratio 0.97% | TTM Yield 0.7% | 3yr Sharpe -0.04 | YTD Return -9.0% | 3yr Return 11.6% | 1yr Return 0.9% | Total Assets $4B | 6M Money Flow -$286M | |
Expense Ratio 1.01% Expense Ratio 0.89% Expense Ratio 1.26% Expense Ratio 1.51% Expense Ratio 2.01% | ||||||||
Expense Ratio 0.96% | TTM Yield 5.0% | 3yr Sharpe 0.25 | YTD Return -0.3% | 3yr Return 21.0% | 1yr Return 7.2% | Total Assets $2B | 6M Money Flow -$70M | |
Expense Ratio 1.21% Expense Ratio 0.86% Expense Ratio 1.20% Expense Ratio 1.96% | ||||||||
Expense Ratio 0.96% | TTM Yield 0.2% | 3yr Sharpe 0.10 | YTD Return -8.4% | 3yr Return 20.5% | 1yr Return 1.3% | Total Assets $1B | 6M Money Flow -$49M | |
Expense Ratio 0.71% Expense Ratio 1.21% Expense Ratio 0.58% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.96% | TTM Yield 1.4% | 3yr Sharpe 0.19 | YTD Return 8.1% | 3yr Return 24.5% | 1yr Return 14.7% | Total Assets $1B | 6M Money Flow -$44M | |
Expense Ratio 0.87% Expense Ratio 1.00% Expense Ratio 1.25% Expense Ratio 1.50% Expense Ratio 2.00% | ||||||||
Expense Ratio 0.96% | TTM Yield 0.4% | 3yr Sharpe 0.25 | YTD Return -1.4% | 3yr Return 29.1% | 1yr Return 8.4% | Total Assets $13M | 6M Money Flow -$1M | |
Expense Ratio 0.95% | TTM Yield 0.0% | 3yr Sharpe 0.51 | YTD Return -16.9% | 3yr Return 88.2% | 1yr Return 0.2% | Total Assets $2B | 6M Money Flow $57M | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 1.70% Expense Ratio 1.20% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe 0.33 | YTD Return 9.1% | 3yr Return 31.2% | 1yr Return 12.1% | Total Assets $447M | 6M Money Flow $107M | |
Expense Ratio 0.95% Expense Ratio 0.80% Expense Ratio 1.20% Expense Ratio 1.45% Expense Ratio 1.95% | ||||||||
Expense Ratio 0.95% | TTM Yield 0.0% | 3yr Sharpe 0.33 | YTD Return 3.7% | 3yr Return 38.1% | 1yr Return 19.7% | Total Assets $437M | 6M Money Flow -$14M | |
Expense Ratio 1.22% Expense Ratio 0.81% Expense Ratio 1.47% Expense Ratio 1.96% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe 0.20 | YTD Return 6.5% | 3yr Return 23.9% | 1yr Return 24.0% | Total Assets $62M | 6M Money Flow $13M | |
Expense Ratio 0.95% | TTM Yield 2.2% | 3yr Sharpe -0.48 | YTD Return 5.3% | 3yr Return -12.1% | 1yr Return 4.0% | Total Assets $38M | 6M Money Flow -$6M | |
Expense Ratio 0.95% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return 6.4% | 3yr Return 14.8% | 1yr Return 9.6% | Total Assets $7M | 6M Money Flow $363K | |
Expense Ratio 1.11% Expense Ratio 1.51% Expense Ratio 1.26% Expense Ratio 1.76% Expense Ratio 2.26% | ||||||||
Expense Ratio 0.94% | TTM Yield 1.6% | 3yr Sharpe 0.23 | YTD Return 1.9% | 3yr Return 23.8% | 1yr Return 9.8% | Total Assets $3B | 6M Money Flow -$175M | |
Expense Ratio 0.60% Expense Ratio 0.41% Expense Ratio 1.19% Expense Ratio 0.69% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.93% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -11.7% | 3yr Return 58.5% | 1yr Return 12.0% | Total Assets $6B | 6M Money Flow -$8M | |
Expense Ratio 0.68% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.93% | TTM Yield 0.4% | 3yr Sharpe 0.04 | YTD Return -6.1% | 3yr Return 16.5% | 1yr Return 3.0% | Total Assets $2B | 6M Money Flow -$154M | |
Expense Ratio 0.55% Expense Ratio 0.68% Expense Ratio 1.17% Expense Ratio 0.63% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.93% | TTM Yield 1.7% | 3yr Sharpe 0.00 | YTD Return -0.6% | 3yr Return 13.9% | 1yr Return 5.2% | Total Assets $204M | 6M Money Flow -$5M | |
Expense Ratio 0.67% Expense Ratio 1.18% Expense Ratio 0.55% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.93% | TTM Yield 0.7% | 3yr Sharpe 0.30 | YTD Return 5.5% | 3yr Return 33.1% | 1yr Return 8.6% | Total Assets $109M | 6M Money Flow $1M | |
Expense Ratio 0.92% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 9.0% | 3yr Return 23.6% | 1yr Return 8.5% | Total Assets $5B | 6M Money Flow -$190M | |
Expense Ratio 1.00% Expense Ratio 1.04% Expense Ratio 1.29% Expense Ratio 1.54% Expense Ratio 2.04% | ||||||||
Expense Ratio 0.91% | TTM Yield 1.4% | 3yr Sharpe 0.06 | YTD Return 0.8% | 3yr Return 19.3% | 1yr Return 15.7% | Total Assets $1B | 6M Money Flow -$76M | |
Expense Ratio 0.77% Expense Ratio 0.90% Expense Ratio 1.18% Expense Ratio 1.43% Expense Ratio 1.93% | ||||||||