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 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.4% | 3yr Return - | 1yr Return 69.6% | Total Assets $19B | 6M Money Flow $1B | |
Expense Ratio 0.68% | TTM Yield 2.6% | 3yr Sharpe 0.22 | YTD Return 41.0% | 3yr Return 32.5% | 1yr Return 50.7% | Total Assets $2B | 6M Money Flow $210M | |
Expense Ratio 0.97% Expense Ratio 0.72% Expense Ratio 0.60% Expense Ratio 1.22% Expense Ratio 1.72% | ||||||||
Expense Ratio 0.75% | TTM Yield 2.1% | 3yr Sharpe 0.17 | YTD Return 3.8% | 3yr Return 23.7% | 1yr Return 31.5% | Total Assets $261M | 6M Money Flow $28M | |
Expense Ratio 1.05% Expense Ratio 0.75% Expense Ratio 1.30% Expense Ratio 0.64% Expense Ratio 1.80% | ||||||||
Expense Ratio 0.73% | TTM Yield 2.1% | 3yr Sharpe 0.58 | YTD Return 4.5% | 3yr Return 46.2% | 1yr Return 25.9% | Total Assets $2B | 6M Money Flow $820M | |
Expense Ratio 0.66% | TTM Yield 0.7% | 3yr Sharpe 0.79 | YTD Return 12.1% | 3yr Return 64.9% | 1yr Return 25.8% | Total Assets $2B | 6M Money Flow $851K | |
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 0.72% | TTM Yield 1.6% | 3yr Sharpe 0.47 | YTD Return -2.5% | 3yr Return 50.1% | 1yr Return 22.0% | Total Assets $981M | 6M Money Flow $159M | |
Expense Ratio 0.08% | TTM Yield 1.6% | 3yr Sharpe 0.49 | YTD Return -0.6% | 3yr Return 48.7% | 1yr Return 21.8% | Total Assets $2B | 6M Money Flow $221M | |
Expense Ratio 0.50% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -4.7% | 3yr Return - | 1yr Return 21.8% | Total Assets $47M | 6M Money Flow $4M | |
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 0.70% | TTM Yield 0.8% | 3yr Sharpe 0.58 | YTD Return -7.7% | 3yr Return 64.3% | 1yr Return 21.1% | Total Assets $1B | 6M Money Flow $251M | |
Expense Ratio 0.69% | TTM Yield 2.1% | 3yr Sharpe 0.34 | YTD Return 2.4% | 3yr Return 35.2% | 1yr Return 20.9% | Total Assets $2B | 6M Money Flow $219M | |
Expense Ratio 0.08% | TTM Yield 2.8% | 3yr Sharpe 0.13 | YTD Return 5.7% | 3yr Return 22.3% | 1yr Return 20.9% | Total Assets $2B | 6M Money Flow -$23M | |
Expense Ratio 0.72% | TTM Yield 2.1% | 3yr Sharpe 0.33 | YTD Return 2.4% | 3yr Return 34.5% | 1yr Return 20.6% | Total Assets $1B | 6M Money Flow $175M | |
Expense Ratio 0.99% Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.13% | TTM Yield 0.5% | 3yr Sharpe 0.70 | YTD Return 1.6% | 3yr Return 57.3% | 1yr Return 20.5% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.50% | TTM Yield 0.1% | 3yr Sharpe - | YTD Return 0.9% | 3yr Return - | 1yr Return 20.3% | Total Assets $65M | 6M Money Flow $12M | |
Expense Ratio 0.59% | TTM Yield 2.4% | 3yr Sharpe -0.26 | YTD Return 2.3% | 3yr Return -1.6% | 1yr Return 20.1% | Total Assets $15M | 6M Money Flow -$89K | |
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.32 | YTD Return 3.5% | 3yr Return 37.4% | 1yr Return 20.1% | Total Assets $999M | 6M Money Flow -$34M | |
Expense Ratio 0.65% | TTM Yield 2.1% | 3yr Sharpe -0.24 | YTD Return 2.0% | 3yr Return -0.7% | 1yr Return 20.1% | Total Assets $3B | 6M Money Flow $35M | |
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 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.82 | YTD Return -1.8% | 3yr Return 65.2% | 1yr Return 18.3% | Total Assets $11B | 6M Money Flow -$338M | |
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 0.87% | TTM Yield 2.5% | 3yr Sharpe 0.56 | YTD Return 17.4% | 3yr Return 46.7% | 1yr Return 18.2% | Total Assets $2B | 6M Money Flow $378M | |
Expense Ratio 0.78% Expense Ratio 0.91% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.73% | TTM Yield 1.1% | 3yr Sharpe 0.90 | YTD Return 2.2% | 3yr Return 61.1% | 1yr Return 18.2% | Total Assets $1B | 6M Money Flow $73M | |
Expense Ratio 0.19% | TTM Yield 2.7% | 3yr Sharpe 0.33 | YTD Return 12.9% | 3yr Return 29.5% | 1yr Return 18.1% | Total Assets $140M | 6M Money Flow $42M | |
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 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.83 | YTD Return -2.1% | 3yr Return 66.3% | 1yr Return 17.7% | Total Assets $31B | 6M Money Flow -$3B | |
Expense Ratio 0.70% | TTM Yield 0.5% | 3yr Sharpe 0.45 | YTD Return -1.5% | 3yr Return 44.3% | 1yr Return 17.6% | Total Assets $960M | 6M Money Flow -$44M | |
Expense Ratio 0.08% | TTM Yield 1.0% | 3yr Sharpe 0.50 | YTD Return -4.1% | 3yr Return 49.4% | 1yr Return 17.6% | Total Assets $1B | 6M Money Flow $118M | |
Expense Ratio 0.68% | TTM Yield 0.1% | 3yr Sharpe 0.23 | YTD Return -1.3% | 3yr Return 28.5% | 1yr Return 17.5% | Total Assets $2B | 6M Money Flow -$169M | |
Expense Ratio 0.73% | TTM Yield 1.2% | 3yr Sharpe 0.19 | YTD Return -1.1% | 3yr Return 24.4% | 1yr Return 17.4% | Total Assets $308M | 6M Money Flow -$25M | |
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.78 | YTD Return -3.2% | 3yr Return 63.1% | 1yr Return 17.0% | Total Assets $20B | 6M Money Flow -$1B | |
Expense Ratio 0.90% Expense Ratio 0.53% Expense Ratio 1.15% Expense Ratio 1.65% | ||||||||
Expense Ratio 0.16% | TTM Yield 0.9% | 3yr Sharpe 0.58 | YTD Return -4.1% | 3yr Return 49.8% | 1yr Return 16.7% | Total Assets $428M | 6M Money Flow $121M | |
Expense Ratio 0.87% | TTM Yield 5.7% | 3yr Sharpe 0.20 | YTD Return 4.6% | 3yr Return 26.5% | 1yr Return 16.4% | Total Assets $702M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.59 | YTD Return -7.2% | 3yr Return 56.5% | 1yr Return 16.4% | Total Assets $2B | 6M Money Flow $251M | |
Expense Ratio 0.04% | TTM Yield 0.4% | 3yr Sharpe 0.59 | YTD Return -7.3% | 3yr Return 56.3% | 1yr Return 16.3% | Total Assets $31B | 6M Money Flow $4B | |
Expense Ratio 0.70% | TTM Yield 0.0% | 3yr Sharpe 0.64 | YTD Return -3.8% | 3yr Return 65.4% | 1yr Return 16.2% | Total Assets $2B | 6M Money Flow -$43M | |
Expense Ratio 0.71% Expense Ratio 0.99% Expense Ratio 0.58% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
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 0.63% | TTM Yield 2.8% | 3yr Sharpe 0.33 | YTD Return 16.1% | 3yr Return 33.0% | 1yr Return 16.1% | Total Assets $738M | 6M Money Flow $79M | |
Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 0.64% Expense Ratio 0.52% Expense Ratio 1.67% | ||||||||
Expense Ratio 0.08% | TTM Yield 3.5% | 3yr Sharpe -0.28 | YTD Return 0.5% | 3yr Return -3.4% | 1yr Return 15.9% | Total Assets $1B | 6M Money Flow $32M | |
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 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.12 | YTD Return 10.5% | 3yr Return 20.3% | 1yr Return 15.8% | Total Assets $1B | 6M Money Flow $168M | |