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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.02%
TTM Yield
2.8%
3yr Sharpe
0.06
YTD Return
1.7%
3yr Return
15.3%
1yr Return
8.8%
Total Assets
$324K
6M Money Flow
$12K
Target-Date 2065+
Expense Ratio
0.49%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
-
Total Assets
$727K
6M Money Flow
$159K
Moderate Allocation
Expense Ratio
0.02%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
0.8%
3yr Return
20.6%
1yr Return
9.8%
Total Assets
$993K
6M Money Flow
$121K
Target-Date 2000-2010
Expense Ratio
0.41%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
-
1yr Return
8.0%
Total Assets
$1M
6M Money Flow
$10K
Moderately Aggressive Allocation
Expense Ratio
0.02%
TTM Yield
2.0%
3yr Sharpe
0.31
YTD Return
0.2%
3yr Return
26.5%
1yr Return
10.9%
Total Assets
$1M
6M Money Flow
$90K
Target-Date Retirement
Expense Ratio
0.41%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
-
1yr Return
7.6%
Total Assets
$1M
6M Money Flow
$96K
Foreign Small/Mid Blend
Expense Ratio
0.01%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
9.6%
3yr Return
-
1yr Return
10.0%
Total Assets
$1M
6M Money Flow
-$252
Target-Date 2015
Expense Ratio
0.67%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
8.1%
Total Assets
$1M
6M Money Flow
$193K
Target-Date 2020
Expense Ratio
0.23%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
8.8%
Total Assets
$1M
6M Money Flow
$290K
Aggressive Allocation
Expense Ratio
0.02%
TTM Yield
1.9%
3yr Sharpe
0.36
YTD Return
-0.4%
3yr Return
30.8%
1yr Return
11.6%
Total Assets
$2M
6M Money Flow
$240K
Target-Date 2020
Expense Ratio
0.43%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
8.6%
Total Assets
$2M
6M Money Flow
$207K
Target-Date 2025
Expense Ratio
0.45%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
8.7%
Total Assets
$2M
6M Money Flow
$160K
Target-Date 2000-2010
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
0.00
YTD Return
2.8%
3yr Return
13.9%
1yr Return
8.7%
Total Assets
$3M
6M Money Flow
-$74K
Target-Date 2065+
Expense Ratio
0.64%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
$3M
Target-Date Retirement
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.08
YTD Return
2.8%
3yr Return
12.0%
1yr Return
8.2%
Total Assets
$4M
6M Money Flow
-$193K
Small Blend
Expense Ratio
0.01%
TTM Yield
4.8%
3yr Sharpe
-0.03
YTD Return
-14.5%
3yr Return
12.3%
1yr Return
-5.5%
Total Assets
$4M
6M Money Flow
-$404M
Large Blend
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
Target-Date 2065+
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
9.9%
Total Assets
$4M
6M Money Flow
$781K
Large Blend
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
Ultrashort Bond
Expense Ratio
0.20%
TTM Yield
4.8%
3yr Sharpe
0.09
YTD Return
1.5%
3yr Return
14.2%
1yr Return
5.5%
Total Assets
$5M
6M Money Flow
$1M
Target-Date 2015
Expense Ratio
0.46%
TTM Yield
2.8%
3yr Sharpe
-0.06
YTD Return
2.5%
3yr Return
12.3%
1yr Return
8.1%
Total Assets
$5M
6M Money Flow
-$180K
Target-Date 2065+
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
$2M
Target-Date 2035
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
9.3%
Total Assets
$6M
6M Money Flow
$1M
Target-Date 2060
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
9.9%
Total Assets
$6M
6M Money Flow
$1M
Target-Date 2055
Expense Ratio
0.50%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
9.9%
Total Assets
$7M
6M Money Flow
$1M
Diversified Emerging Mkts
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
Target-Date 2000-2010
Expense Ratio
0.45%
TTM Yield
2.9%
3yr Sharpe
-0.13
YTD Return
2.7%
3yr Return
11.0%
1yr Return
7.8%
Total Assets
$7M
6M Money Flow
$55K
Target-Date 2030
Expense Ratio
0.46%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
8.9%
Total Assets
$7M
6M Money Flow
$1M
Target-Date 2045
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
9.9%
Total Assets
$7M
6M Money Flow
$1M
Health
Expense Ratio
0.40%
TTM Yield
1.6%
3yr Sharpe
-0.19
YTD Return
0.6%
3yr Return
1.9%
1yr Return
7.6%
Total Assets
$8M
6M Money Flow
-$118K
Target-Date 2015
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
0.06
YTD Return
2.4%
3yr Return
15.6%
1yr Return
8.8%
Total Assets
$8M
6M Money Flow
-$3M
Target-Date 2050
Expense Ratio
0.50%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
9.9%
Total Assets
$8M
6M Money Flow
$2M
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
9.8%
Total Assets
$8M
6M Money Flow
$2M
Target-Date 2020
Expense Ratio
0.47%
TTM Yield
2.7%
3yr Sharpe
-0.01
YTD Return
2.3%
3yr Return
13.5%
1yr Return
8.3%
Total Assets
$9M
6M Money Flow
$454K
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
7.7%
Total Assets
$10M
6M Money Flow
$1M
Large Value
Expense Ratio
0.38%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
6.2%
Total Assets
$10M
6M Money Flow
$4M
Diversified Emerging Mkts
Expense Ratio
0.38%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
$53K
Diversified Emerging Mkts
Expense Ratio
0.60%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
5.1%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
0
Diversified Emerging Mkts
Expense Ratio
0.01%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
9.4%
Total Assets
$10M
6M Money Flow
$660K
Target-Date 2065+
Expense Ratio
0.29%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
$10M
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
9.3%
Total Assets
$11M
6M Money Flow
$2M
Intermediate Core-Plus Bond
Expense Ratio
0.36%
TTM Yield
4.5%
3yr Sharpe
-0.28
YTD Return
2.1%
3yr Return
6.9%
1yr Return
7.4%
Total Assets
$12M
6M Money Flow
-$259K