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 0.02% | TTM Yield 1.3% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 42.0% | 1yr Return 13.2% | Total Assets $594B | 6M Money Flow $13B | |
Expense Ratio 0.31% | TTM Yield 1.2% | 3yr Sharpe 0.50 | YTD Return -4.4% | 3yr Return 41.5% | 1yr Return 10.4% | Total Assets $148B | 6M Money Flow $16B | |
Expense Ratio 0.02% | TTM Yield 1.1% | 3yr Sharpe 0.43 | YTD Return -4.9% | 3yr Return 38.9% | 1yr Return 12.2% | Total Assets $99B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.43 | YTD Return -4.9% | 3yr Return 38.9% | 1yr Return 12.3% | Total Assets $76B | 6M Money Flow $1B | |
Expense Ratio 0.24% | TTM Yield 1.2% | 3yr Sharpe 0.52 | YTD Return -5.2% | 3yr Return 43.4% | 1yr Return 11.5% | Total Assets $74B | 6M Money Flow $103M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.44 | YTD Return -4.9% | 3yr Return 39.3% | 1yr Return 12.2% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.72 | YTD Return -1.5% | 3yr Return 56.6% | 1yr Return 14.5% | Total Assets $20B | 6M Money Flow -$248M | |
Expense Ratio 0.02% | TTM Yield 1.4% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 41.9% | 1yr Return 13.2% | Total Assets $14B | 6M Money Flow $2B | |
Expense Ratio 0.11% | TTM Yield 1.9% | 3yr Sharpe 0.44 | YTD Return 0.3% | 3yr Return 31.8% | 1yr Return 13.1% | Total Assets $13B | 6M Money Flow -$4B | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.51 | YTD Return -4.4% | 3yr Return 42.9% | 1yr Return 13.4% | Total Assets $12B | 6M Money Flow $1B | |
Expense Ratio 0.54% | TTM Yield 1.4% | 3yr Sharpe 0.57 | YTD Return -0.7% | 3yr Return 45.2% | 1yr Return 12.7% | Total Assets $11B | 6M Money Flow -$872M | |
Expense Ratio 0.46% | ||||||||
Expense Ratio 0.83% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.8% | 3yr Return 44.0% | 1yr Return 12.4% | Total Assets $11B | 6M Money Flow -$409M | |
Expense Ratio 0.58% Expense Ratio 0.46% Expense Ratio 1.58% | ||||||||
Expense Ratio 0.78% | TTM Yield 1.0% | 3yr Sharpe 0.50 | YTD Return -4.5% | 3yr Return 40.9% | 1yr Return 11.0% | Total Assets $7B | 6M Money Flow -$311M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.36% | TTM Yield 1.0% | 3yr Sharpe 0.34 | YTD Return -6.1% | 3yr Return 33.8% | 1yr Return 8.0% | Total Assets $6B | 6M Money Flow -$106M | |
Expense Ratio 0.44% Expense Ratio 0.73% Expense Ratio 0.98% Expense Ratio 0.48% Expense Ratio 0.36% Expense Ratio 1.48% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 42.0% | 1yr Return 13.2% | Total Assets $6B | 6M Money Flow $547M | |
Expense Ratio 0.79% | TTM Yield 0.9% | 3yr Sharpe 0.65 | YTD Return -1.7% | 3yr Return 52.4% | 1yr Return 13.7% | Total Assets $5B | 6M Money Flow -$33M | |
Expense Ratio 0.82% | TTM Yield 0.9% | 3yr Sharpe 0.65 | YTD Return -1.9% | 3yr Return 52.5% | 1yr Return 13.5% | Total Assets $5B | 6M Money Flow -$147M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.76% | TTM Yield 0.2% | 3yr Sharpe 0.71 | YTD Return -5.1% | 3yr Return 56.4% | 1yr Return 11.5% | Total Assets $5B | 6M Money Flow -$69M | |
Expense Ratio 0.18% | TTM Yield 1.1% | 3yr Sharpe 0.50 | YTD Return -5.1% | 3yr Return 40.9% | 1yr Return 12.0% | Total Assets $4B | 6M Money Flow $471M | |
Expense Ratio 0.11% | TTM Yield 1.4% | 3yr Sharpe 0.44 | YTD Return -5.9% | 3yr Return 39.2% | 1yr Return 9.5% | Total Assets $4B | 6M Money Flow -$71M | |
Expense Ratio 0.59% | TTM Yield 1.1% | 3yr Sharpe 0.69 | YTD Return -1.7% | 3yr Return 55.1% | 1yr Return 13.5% | Total Assets $4B | 6M Money Flow $239M | |
Expense Ratio 0.48% Expense Ratio 0.60% Expense Ratio 0.87% Expense Ratio 1.64% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.76% | TTM Yield 0.3% | 3yr Sharpe 0.43 | YTD Return -7.5% | 3yr Return 39.4% | 1yr Return 7.8% | Total Assets $3B | 6M Money Flow -$80M | |
Expense Ratio 0.56% Expense Ratio 0.44% Expense Ratio 1.08% Expense Ratio 1.60% | ||||||||
Expense Ratio 0.70% | TTM Yield 0.9% | 3yr Sharpe 0.25 | YTD Return -7.7% | 3yr Return 34.3% | 1yr Return 7.5% | Total Assets $3B | 6M Money Flow -$220M | |
Expense Ratio 0.99% Expense Ratio 0.74% Expense Ratio 1.24% Expense Ratio 0.62% Expense Ratio 0.62% Expense Ratio 1.74% | ||||||||
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 0.16% | TTM Yield 1.5% | 3yr Sharpe 0.45 | YTD Return -1.2% | 3yr Return 32.6% | 1yr Return 12.0% | Total Assets $1B | 6M Money Flow -$69M | |
Expense Ratio 0.16% | TTM Yield 1.3% | 3yr Sharpe 0.46 | YTD Return -1.9% | 3yr Return 38.6% | 1yr Return 15.9% | Total Assets $1B | 6M Money Flow -$58M | |
Expense Ratio 0.38% | TTM Yield 1.0% | 3yr Sharpe 0.71 | YTD Return -4.7% | 3yr Return 56.8% | 1yr Return 9.9% | Total Assets $662M | 6M Money Flow $166M | |
Expense Ratio 0.50% | TTM Yield 0.5% | 3yr Sharpe 0.46 | YTD Return -5.7% | 3yr Return 41.6% | 1yr Return 8.6% | Total Assets $360M | 6M Money Flow $109M | |
Expense Ratio 0.60% | TTM Yield 0.6% | 3yr Sharpe 0.28 | YTD Return -7.6% | 3yr Return 31.3% | 1yr Return 5.0% | Total Assets $263M | 6M Money Flow $28M | |
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe 0.60 | YTD Return -1.8% | 3yr Return 43.1% | 1yr Return 15.7% | Total Assets $207M | 6M Money Flow $35M | |
Expense Ratio 0.16% | TTM Yield 1.4% | 3yr Sharpe 0.47 | YTD Return -0.4% | 3yr Return 39.9% | 1yr Return 15.6% | Total Assets $204M | 6M Money Flow $14M | |
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe 0.16 | YTD Return -6.8% | 3yr Return 23.4% | 1yr Return 2.3% | Total Assets $132M | 6M Money Flow -$8M | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 0.99% Expense Ratio 1.74% Expense Ratio 1.24% | ||||||||
Expense Ratio 0.45% | TTM Yield 1.2% | 3yr Sharpe 0.71 | YTD Return -1.7% | 3yr Return 56.8% | 1yr Return 13.5% | Total Assets $56M | 6M Money Flow -$7M | |
Expense Ratio 0.64% | TTM Yield 0.6% | 3yr Sharpe 0.24 | YTD Return 2.0% | 3yr Return 22.1% | 1yr Return 11.9% | Total Assets $37M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -5.6% | 3yr Return - | 1yr Return 9.4% | Total Assets $30M | 6M Money Flow $6M | |
Expense Ratio 0.90% | TTM Yield 0.4% | 3yr Sharpe 0.25 | YTD Return -8.0% | 3yr Return 29.8% | 1yr Return 4.2% | Total Assets $25M | 6M Money Flow -$649K | |
Expense Ratio 1.15% Expense Ratio 1.90% Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.59% | TTM Yield 2.1% | 3yr Sharpe 0.32 | YTD Return -7.6% | 3yr Return 34.2% | 1yr Return 5.3% | Total Assets $14M | 6M Money Flow $485K | |
Expense Ratio 0.18% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.5% | 3yr Return - | 1yr Return - | Total Assets $5M | 6M Money Flow $3M | |
Expense Ratio 0.59% | TTM Yield 0.6% | 3yr Sharpe 0.22 | YTD Return -6.4% | 3yr Return 26.7% | 1yr Return 2.4% | Total Assets $4M | 6M Money Flow -$553K | |
Expense Ratio 0.63% | TTM Yield 0.1% | 3yr Sharpe 0.83 | YTD Return -2.0% | 3yr Return 67.0% | 1yr Return 18.3% | Total Assets $145B | 6M Money Flow -$4B | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.47% | TTM Yield 0.3% | 3yr Sharpe 0.51 | YTD Return -11.4% | 3yr Return 58.1% | 1yr Return 11.3% | Total Assets $64B | 6M Money Flow -$22M | |
Expense Ratio 0.40% | ||||||||