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 0.67% | TTM Yield 0.0% | 3yr Sharpe 0.55 | YTD Return -7.0% | 3yr Return 49.1% | 1yr Return 9.6% | Total Assets $11B | 6M Money Flow $145M | |
Expense Ratio 0.55% Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 1.67% | ||||||||
Expense Ratio 0.73% | TTM Yield 2.7% | 3yr Sharpe -0.07 | YTD Return 2.7% | 3yr Return 12.0% | 1yr Return 7.9% | Total Assets $210M | 6M Money Flow -$18M | |
Expense Ratio 0.98% Expense Ratio 0.43% Expense Ratio 0.25% Expense Ratio 0.48% Expense Ratio 1.48% | ||||||||
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 0.65% | TTM Yield 4.1% | 3yr Sharpe -0.02 | YTD Return 1.2% | 3yr Return 13.6% | 1yr Return 7.2% | Total Assets $14B | 6M Money Flow -$107M | |
Expense Ratio 0.69% Expense Ratio 0.94% Expense Ratio 0.59% Expense Ratio 0.94% 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 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 0.72% | TTM Yield 2.8% | 3yr Sharpe -0.17 | YTD Return 2.8% | 3yr Return 10.2% | 1yr Return 7.6% | Total Assets $221M | 6M Money Flow -$28M | |
Expense Ratio 0.42% Expense Ratio 0.24% Expense Ratio 0.97% Expense Ratio 0.47% Expense Ratio 1.47% | ||||||||
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 0.90% | TTM Yield 1.9% | 3yr Sharpe 0.15 | YTD Return 2.2% | 3yr Return 19.8% | 1yr Return 9.4% | Total Assets $3B | 6M Money Flow -$239M | |
Expense Ratio 0.56% Expense Ratio 0.37% Expense Ratio 1.15% Expense Ratio 0.65% Expense Ratio 1.65% | ||||||||
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 0.49% | TTM Yield 0.0% | 3yr Sharpe 0.50 | YTD Return -8.7% | 3yr Return 56.1% | 1yr Return 15.8% | Total Assets $22B | 6M Money Flow $25M | |
Expense Ratio 0.74% Expense Ratio 0.37% Expense Ratio 0.99% Expense Ratio 1.49% | ||||||||
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 0.96% | 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 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 0.65% | TTM Yield 1.5% | 3yr Sharpe 0.24 | YTD Return -0.3% | 3yr Return 25.2% | 1yr Return 8.9% | Total Assets $4B | 6M Money Flow $212M | |
Expense Ratio 0.57% Expense Ratio 0.94% Expense Ratio 0.69% Expense Ratio 1.19% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.71% | TTM Yield 1.1% | 3yr Sharpe -0.01 | YTD Return -7.2% | 3yr Return 14.1% | 1yr Return -13.8% | Total Assets $892M | 6M Money Flow -$184M | |
Expense Ratio 0.98% Expense Ratio 1.23% Expense Ratio 0.58% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.01% | TTM Yield 0.5% | 3yr Sharpe 0.54 | YTD Return -8.8% | 3yr Return 60.2% | 1yr Return 16.1% | Total Assets $866M | 6M Money Flow -$41M | |
Expense Ratio 0.66% | TTM Yield 1.0% | 3yr Sharpe 0.38 | YTD Return 7.4% | 3yr Return 38.4% | 1yr Return 12.9% | Total Assets $2B | 6M Money Flow -$18M | |
Expense Ratio 0.20% | TTM Yield 3.5% | 3yr Sharpe 0.10 | YTD Return 1.5% | 3yr Return 14.1% | 1yr Return 5.5% | Total Assets $46M | 6M Money Flow $11M | |
Expense Ratio 0.25% | TTM Yield 4.5% | 3yr Sharpe -0.10 | YTD Return 1.5% | 3yr Return 13.7% | 1yr Return 5.3% | Total Assets $43M | 6M Money Flow $13M | |
Expense Ratio 0.20% Expense Ratio 0.45% Expense Ratio 0.43% Expense Ratio 0.25% Expense Ratio 1.28% | ||||||||
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 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 0.64% | TTM Yield 1.9% | 3yr Sharpe 0.19 | YTD Return 0.0% | 3yr Return 21.7% | 1yr Return 8.4% | Total Assets $7B | 6M Money Flow -$125M | |
Expense Ratio 0.56% Expense Ratio 0.93% Expense Ratio 1.18% Expense Ratio 0.67% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.49% | TTM Yield 3.3% | 3yr Sharpe -0.13 | YTD Return 1.4% | 3yr Return 11.4% | 1yr Return 6.9% | Total Assets $5B | 6M Money Flow $18M | |
Expense Ratio 0.46% Expense Ratio 0.77% Expense Ratio 1.02% Expense Ratio 0.52% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.55% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 0.6% | 3yr Return 17.3% | 1yr Return 7.9% | Total Assets $9B | 6M Money Flow -$379M | |
Expense Ratio 0.47% Expense Ratio 0.83% Expense Ratio 0.58% Expense Ratio 1.08% Expense Ratio 1.58% | ||||||||
Expense Ratio 0.36% | TTM Yield 3.3% | 3yr Sharpe -0.24 | YTD Return -0.8% | 3yr Return 8.8% | 1yr Return 2.0% | Total Assets $44M | 6M Money Flow $14M | |
Expense Ratio 0.20% | TTM Yield 3.2% | 3yr Sharpe - | YTD Return 1.0% | 3yr Return - | 1yr Return 3.6% | Total Assets $20M | 6M Money Flow $2M | |
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 0.04% | TTM Yield 2.3% | 3yr Sharpe -0.09 | YTD Return 2.3% | 3yr Return 12.0% | 1yr Return 8.0% | Total Assets $2B | 6M Money Flow $18M | |
Expense Ratio 0.04% | TTM Yield 2.7% | 3yr Sharpe -0.02 | YTD Return 2.1% | 3yr Return 13.3% | 1yr Return 8.4% | Total Assets $715M | 6M Money Flow -$16M | |
Expense Ratio 0.04% | TTM Yield 2.7% | 3yr Sharpe 0.05 | YTD Return 2.0% | 3yr Return 15.1% | 1yr Return 9.0% | Total Assets $2B | 6M Money Flow -$132M | |
Expense Ratio 0.86% | TTM Yield 2.1% | 3yr Sharpe 0.09 | YTD Return 2.3% | 3yr Return 17.4% | 1yr Return 9.1% | Total Assets $2B | 6M Money Flow -$224M | |
Expense Ratio 0.53% Expense Ratio 0.34% Expense Ratio 1.11% Expense Ratio 0.61% Expense Ratio 1.61% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.6% | 3yr Sharpe 0.09 | YTD Return 1.8% | 3yr Return 16.6% | 1yr Return 9.4% | Total Assets $7B | 6M Money Flow -$427M | |
Expense Ratio 0.04% | TTM Yield 2.5% | 3yr Sharpe 0.13 | YTD Return 1.7% | 3yr Return 18.4% | 1yr Return 9.9% | Total Assets $14B | 6M Money Flow -$674M | |
Expense Ratio 0.19% | TTM Yield 4.8% | 3yr Sharpe 0.09 | YTD Return 1.7% | 3yr Return 14.2% | 1yr Return 5.8% | Total Assets $4B | 6M Money Flow -$977M | |
Expense Ratio 0.04% | TTM Yield 2.3% | 3yr Sharpe 0.18 | YTD Return 1.4% | 3yr Return 20.7% | 1yr Return 10.1% | Total Assets $22B | 6M Money Flow $86K | |
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 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.26 | YTD Return 1.2% | 3yr Return 24.6% | 1yr Return 10.8% | Total Assets $23B | 6M Money Flow $536M | |
Expense Ratio 0.04% | TTM Yield 2.1% | 3yr Sharpe 0.31 | YTD Return 0.9% | 3yr Return 28.6% | 1yr Return 11.6% | Total Assets $24B | 6M Money Flow $517M | |
Expense Ratio 0.04% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.8% | 3yr Return 30.0% | 1yr Return 11.9% | Total Assets $21B | 6M Money Flow $680M | |
Expense Ratio 0.04% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.8% | 3yr Return 30.0% | 1yr Return 11.9% | Total Assets $20B | 6M Money Flow $695M | |
Expense Ratio 0.04% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.7% | 3yr Return 29.9% | 1yr Return 11.9% | Total Assets $15B | 6M Money Flow $817M | |