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 0.11% | 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 0.33% | TTM Yield 4.5% | 3yr Sharpe -0.30 | YTD Return 3.0% | 3yr Return 6.6% | 1yr Return 7.9% | Total Assets $40B | 6M Money Flow -$4B | |
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 0.82% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return 20.1% | 1yr Return 0.2% | Total Assets $23B | 6M Money Flow -$4B | |
Expense Ratio 0.94% Expense Ratio 1.44% Expense Ratio 1.19% Expense Ratio 1.94% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.2% | 3yr Sharpe 0.13 | YTD Return -2.6% | 3yr Return 20.0% | 1yr Return 0.1% | Total Assets $22B | 6M Money Flow -$3B | |
Expense Ratio 0.82% | ||||||||
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 0.03% | TTM Yield 2.8% | 3yr Sharpe -0.52 | YTD Return 3.3% | 3yr Return 3.3% | 1yr Return 7.0% | Total Assets $9B | 6M Money Flow -$3B | |
Expense Ratio 0.56% | TTM Yield 2.2% | 3yr Sharpe 0.19 | YTD Return 1.9% | 3yr Return 21.4% | 1yr Return 9.5% | Total Assets $30B | 6M Money Flow -$3B | |
Expense Ratio 0.36% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.53% | TTM Yield 2.4% | 3yr Sharpe 0.14 | YTD Return 2.1% | 3yr Return 18.9% | 1yr Return 9.3% | Total Assets $19B | 6M Money Flow -$2B | |
Expense Ratio 0.61% Expense Ratio 0.33% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.33 | YTD Return 3.7% | 3yr Return 10.9% | 1yr Return 7.7% | Total Assets $7B | 6M Money Flow -$2B | |
Expense Ratio 0.47% | TTM Yield 1.9% | 3yr Sharpe 0.34 | YTD Return -2.5% | 3yr Return 28.3% | 1yr Return 9.3% | Total Assets $51B | 6M Money Flow -$2B | |
Expense Ratio 0.40% Expense Ratio 0.52% Expense Ratio 1.02% Expense Ratio 0.39% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.8% | 3yr Sharpe 0.38 | YTD Return 11.8% | 3yr Return 35.0% | 1yr Return 13.2% | Total Assets $7B | 6M Money Flow -$2B | |
Expense Ratio 0.66% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -10.0% | 3yr Return 51.7% | 1yr Return 11.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 1.03% Expense Ratio 1.28% Expense Ratio 1.78% Expense Ratio 0.78% | ||||||||
Expense Ratio 0.73% | TTM Yield 0.0% | 3yr Sharpe 0.51 | YTD Return -10.0% | 3yr Return 51.6% | 1yr Return 11.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.66% | ||||||||
Expense Ratio 0.04% | TTM Yield 0.5% | 3yr Sharpe 0.09 | YTD Return -9.1% | 3yr Return 20.9% | 1yr Return 5.9% | Total Assets $36B | 6M Money Flow -$2B | |
Expense Ratio 0.56% | TTM Yield 2.5% | 3yr Sharpe 0.08 | YTD Return 2.2% | 3yr Return 16.7% | 1yr Return 8.9% | Total Assets $13B | 6M Money Flow -$2B | |
Expense Ratio 0.49% Expense Ratio 0.29% | ||||||||
Expense Ratio 0.87% | TTM Yield 0.6% | 3yr Sharpe -0.03 | YTD Return 0.3% | 3yr Return 13.0% | 1yr Return 4.8% | Total Assets $7B | 6M Money Flow -$2B | |
Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 0.87% Expense Ratio 1.13% Expense Ratio 1.38% Expense Ratio 1.88% | ||||||||
Expense Ratio 0.77% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return 27.2% | 1yr Return 9.0% | Total Assets $54B | 6M Money Flow -$2B | |
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.33 | YTD Return 1.3% | 3yr Return 30.0% | 1yr Return 10.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.45% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.60% | TTM Yield 1.9% | 3yr Sharpe 0.27 | YTD Return 1.7% | 3yr Return 25.6% | 1yr Return 10.0% | Total Assets $27B | 6M Money Flow -$1B | |
Expense Ratio 0.40% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.0% | 3yr Sharpe 0.37 | YTD Return 11.3% | 3yr Return 36.4% | 1yr Return 13.7% | Total Assets $15B | 6M Money Flow -$1B | |
Expense Ratio 0.16% | TTM Yield 2.3% | 3yr Sharpe 0.35 | YTD Return 10.4% | 3yr Return 32.5% | 1yr Return 12.7% | Total Assets $23B | 6M Money Flow -$1B | |
Expense Ratio 0.40% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -2.2% | 3yr Return 50.8% | 1yr Return 12.7% | Total Assets $34B | 6M Money Flow -$1B | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.51% Expense Ratio 0.51% | ||||||||
Expense Ratio 0.47% | TTM Yield 0.2% | 3yr Sharpe 0.55 | YTD Return -2.2% | 3yr Return 50.8% | 1yr Return 12.6% | Total Assets $34B | 6M Money Flow -$1B | |
Expense Ratio 0.35% | ||||||||
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 0.48% | TTM Yield 1.9% | 3yr Sharpe 0.36 | YTD Return -4.0% | 3yr Return 28.9% | 1yr Return 8.5% | Total Assets $30B | 6M Money Flow -$1B | |
Expense Ratio 0.40% | ||||||||
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 0.54% | 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 0.64% | TTM Yield 0.0% | 3yr Sharpe 0.24 | YTD Return -6.5% | 3yr Return 34.9% | 1yr Return 5.9% | Total Assets $9B | 6M Money Flow -$862M | |
Expense Ratio 0.71% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.0% | 3yr Return 19.1% | 1yr Return 5.1% | Total Assets $7B | 6M Money Flow -$826M | |
Expense Ratio 1.08% Expense Ratio 0.83% Expense Ratio 1.33% Expense Ratio 1.83% | ||||||||
Expense Ratio 0.81% | TTM Yield 1.4% | 3yr Sharpe 0.02 | YTD Return -8.8% | 3yr Return 15.7% | 1yr Return -2.1% | Total Assets $8B | 6M Money Flow -$794M | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.08% | TTM Yield 2.3% | 3yr Sharpe -0.05 | YTD Return 4.6% | 3yr Return 11.8% | 1yr Return 9.4% | Total Assets $4B | 6M Money Flow -$752M | |
Expense Ratio 0.46% | TTM Yield 1.7% | 3yr Sharpe 0.36 | YTD Return 1.1% | 3yr Return 32.0% | 1yr Return 10.9% | Total Assets $18B | 6M Money Flow -$743M | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.5% | 3yr Sharpe 0.35 | YTD Return 1.0% | 3yr Return 31.3% | 1yr Return 10.7% | Total Assets $20B | 6M Money Flow -$737M | |
Expense Ratio 0.46% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.44% | TTM Yield 4.5% | 3yr Sharpe -0.26 | YTD Return 2.7% | 3yr Return 8.0% | 1yr Return 7.6% | Total Assets $39B | 6M Money Flow -$735M | |
Expense Ratio 0.36% Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.63% | TTM Yield 0.0% | 3yr Sharpe -0.02 | YTD Return -3.7% | 3yr Return 11.3% | 1yr Return -0.8% | Total Assets $6B | 6M Money Flow -$706M | |
Expense Ratio 0.64% | TTM Yield 0.0% | 3yr Sharpe 0.46 | YTD Return -11.9% | 3yr Return 58.2% | 1yr Return 12.2% | Total Assets $14B | 6M Money Flow -$698M | |
Expense Ratio 0.45% | TTM Yield 0.7% | 3yr Sharpe 0.53 | YTD Return -10.7% | 3yr Return 58.8% | 1yr Return 12.1% | Total Assets $15B | 6M Money Flow -$692M | |
Expense Ratio 0.08% | TTM Yield 2.6% | 3yr Sharpe 0.13 | YTD Return 1.7% | 3yr Return 18.5% | 1yr Return 9.9% | Total Assets $14B | 6M Money Flow -$675M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
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 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.53 | YTD Return -16.7% | 3yr Return 91.7% | 1yr Return 0.4% | Total Assets $16B | 6M Money Flow -$672M | |
Expense Ratio 0.69% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return -3.6% | 3yr Return 10.5% | 1yr Return -1.2% | Total Assets $4B | 6M Money Flow -$659M | |
Expense Ratio 0.93% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.69% | ||||||||