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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.39%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-11.4%
3yr Return
58.1%
1yr Return
11.3%
Total Assets
$64B
6M Money Flow
-$61M
Moderate Allocation
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
Large Growth
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
Large Growth
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
Large Growth
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
Large Growth
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
Digital Assets
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
Technology
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
Technology
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
Inflation-Protected Bond
Expense Ratio
0.05%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
-
Total Assets
$12B
6M Money Flow
$2B
Large Blend
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
Large Growth
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
Technology
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
Large Growth
Expense Ratio
0.43%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-6.2%
3yr Return
44.2%
1yr Return
9.2%
Total Assets
$7B
6M Money Flow
-$384M
Mid-Cap Blend
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
Technology
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
Large Growth
Expense Ratio
0.66%
TTM Yield
0.0%
3yr Sharpe
0.54
YTD Return
-7.0%
3yr Return
49.2%
1yr Return
9.5%
Total Assets
$6B
6M Money Flow
-$214M
Miscellaneous Region
Expense Ratio
0.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
5.2%
3yr Return
-
1yr Return
-
Total Assets
$5B
6M Money Flow
$4B
Foreign Large Blend
Expense Ratio
0.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
9.9%
3yr Return
-
1yr Return
-
Total Assets
$5B
6M Money Flow
$2B
Health
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-3.5%
3yr Return
6.1%
1yr Return
1.7%
Total Assets
$4B
6M Money Flow
-$528M
Large Growth
Expense Ratio
0.54%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.5%
3yr Return
36.5%
1yr Return
1.0%
Total Assets
$4B
6M Money Flow
-$102M
Health
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
Mid-Cap Growth
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
0.42
YTD Return
-2.5%
3yr Return
45.6%
1yr Return
14.9%
Total Assets
$3B
6M Money Flow
$68M
Mid-Cap Growth
Expense Ratio
0.61%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
45.7%
1yr Return
14.9%
Total Assets
$3B
6M Money Flow
$32M
Long Government
Expense Ratio
0.03%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
-
Total Assets
$3B
6M Money Flow
-$114M
Technology
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.51
YTD Return
-16.9%
3yr Return
88.2%
1yr Return
0.2%
Total Assets
$2B
6M Money Flow
$57M
Real Estate
Expense Ratio
0.56%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$2B
6M Money Flow
$995M
Communications
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
Pacific/Asia ex-Japan Stk
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
Consumer Cyclical
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-13.6%
3yr Return
25.5%
1yr Return
6.9%
Total Assets
$445M
6M Money Flow
-$4M
Pacific/Asia ex-Japan Stk
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
Global Large-Stock Blend
Expense Ratio
0.80%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
6.1%
3yr Return
32.3%
1yr Return
15.3%
Total Assets
$293M
6M Money Flow
$12M
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
-
Total Assets
$250M
6M Money Flow
-
Large Growth
Expense Ratio
0.72%
TTM Yield
0.0%
3yr Sharpe
0.47
YTD Return
-5.6%
3yr Return
47.7%
1yr Return
15.2%
Total Assets
$175M
6M Money Flow
$17M
Technology
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
9.6%
Total Assets
$158M
6M Money Flow
$4M
Global Large-Stock Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.50
YTD Return
-4.7%
3yr Return
45.6%
1yr Return
10.0%
Total Assets
$135M
6M Money Flow
-$915K
Financial
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-6.0%
3yr Return
22.0%
1yr Return
13.9%
Total Assets
$97M
6M Money Flow
-$4M
Target-Date 2065+
Expense Ratio
0.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
-
Total Assets
$66M
6M Money Flow
$61M
Target-Date 2065+
Expense Ratio
0.45%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.0%
3yr Return
-
1yr Return
-
Total Assets
$63M
6M Money Flow
$60M
Multistrategy
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.1%
3yr Return
-
1yr Return
-5.5%
Total Assets
$60M
6M Money Flow
$20M
Short Government
Expense Ratio
0.03%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.8%
3yr Return
-
1yr Return
-
Total Assets
$56M
6M Money Flow
-$25M
Miscellaneous Fixed Income
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
-
Total Assets
$54M
6M Money Flow
$28M