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 0.68% | 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 0.87% | 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 0.63% | 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 0.19% | TTM Yield 5.0% | 3yr Sharpe 0.31 | YTD Return 15.6% | 3yr Return 30.5% | 1yr Return 15.1% | Total Assets $118M | 6M Money Flow $9M | |
Expense Ratio 0.16% | TTM Yield 3.7% | 3yr Sharpe 0.51 | YTD Return 14.9% | 3yr Return 44.3% | 1yr Return 14.9% | Total Assets $8B | 6M Money Flow $727M | |
Expense Ratio 0.19% | TTM Yield 3.2% | 3yr Sharpe 0.44 | YTD Return 14.3% | 3yr Return 38.2% | 1yr Return 13.5% | Total Assets $194M | 6M Money Flow $9M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 13.6% | 3yr Return - | 1yr Return - | Total Assets $14M | 6M Money Flow $2M | |
Expense Ratio 0.16% | TTM Yield 1.8% | 3yr Sharpe 0.26 | YTD Return 13.3% | 3yr Return 24.3% | 1yr Return 15.5% | Total Assets $5B | 6M Money Flow -$549M | |
Expense Ratio 0.18% | TTM Yield 3.1% | 3yr Sharpe 0.49 | YTD Return 13.0% | 3yr Return 42.5% | 1yr Return 14.5% | Total Assets $794M | 6M Money Flow -$109M | |
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 0.29% | TTM Yield 2.7% | 3yr Sharpe 0.48 | YTD Return 12.5% | 3yr Return 40.4% | 1yr Return 14.7% | Total Assets $2B | 6M Money Flow $542M | |
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 0.01% | TTM Yield 2.7% | 3yr Sharpe 0.38 | YTD Return 11.9% | 3yr Return 34.9% | 1yr Return 13.3% | Total Assets $611M | 6M Money Flow $57M | |
Expense Ratio 0.04% | TTM Yield 2.9% | 3yr Sharpe 0.38 | YTD Return 11.9% | 3yr Return 35.1% | 1yr Return 13.4% | Total Assets $59B | 6M Money Flow $1B | |
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 0.12% | TTM Yield 2.3% | 3yr Sharpe 0.38 | YTD Return 11.7% | 3yr Return 34.3% | 1yr Return 13.8% | Total Assets $48B | 6M Money Flow $1B | |
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 0.68% | TTM Yield 1.2% | 3yr Sharpe 0.31 | YTD Return 11.2% | 3yr Return 32.9% | 1yr Return 13.5% | Total Assets $7B | 6M Money Flow -$41M | |
Expense Ratio 0.59% | ||||||||
Expense Ratio 0.87% | TTM Yield 3.7% | 3yr Sharpe 0.25 | YTD Return 11.2% | 3yr Return 29.6% | 1yr Return 1.5% | Total Assets $318M | 6M Money Flow -$20M | |
Expense Ratio 1.28% | TTM Yield 0.9% | 3yr Sharpe 0.27 | YTD Return 10.8% | 3yr Return 30.5% | 1yr Return 12.6% | Total Assets $412M | 6M Money Flow -$2M | |
Expense Ratio 0.64% Expense Ratio 0.77% Expense Ratio 1.05% Expense Ratio 1.81% | ||||||||
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 | |
Expense Ratio 0.01% | TTM Yield 2.0% | 3yr Sharpe - | YTD Return 10.4% | 3yr Return - | 1yr Return 14.2% | Total Assets $21M | 6M Money Flow $4M | |
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 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 10.2% | 3yr Return - | 1yr Return - | Total Assets $24M | 6M Money Flow $13M | |
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 | |
Expense Ratio 0.88% | TTM Yield 4.8% | 3yr Sharpe -0.54 | YTD Return 9.9% | 3yr Return -13.1% | 1yr Return 6.5% | Total Assets $312M | 6M Money Flow -$20M | |
Expense Ratio 0.77% Expense Ratio 0.89% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
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 | |
Expense Ratio 0.60% | TTM Yield 2.0% | 3yr Sharpe 0.29 | YTD Return 9.5% | 3yr Return 30.0% | 1yr Return 12.7% | Total Assets $5B | 6M Money Flow -$603M | |
Expense Ratio 0.11% | TTM Yield 3.0% | 3yr Sharpe 0.07 | YTD Return 9.5% | 3yr Return 17.8% | 1yr Return 12.8% | Total Assets $808M | 6M Money Flow -$23M | |
Expense Ratio 0.87% | TTM Yield 1.7% | 3yr Sharpe 0.28 | YTD Return 9.5% | 3yr Return 29.1% | 1yr Return 12.4% | Total Assets $1B | 6M Money Flow -$45M | |
Expense Ratio 1.12% Expense Ratio 0.73% Expense Ratio 1.37% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.59% | TTM Yield 1.9% | 3yr Sharpe 0.28 | YTD Return 9.4% | 3yr Return 29.6% | 1yr Return 12.5% | Total Assets $12B | 6M Money Flow $29M | |
Expense Ratio 0.51% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.7% | 3yr Sharpe 0.28 | YTD Return 9.3% | 3yr Return 28.3% | 1yr Return 12.8% | Total Assets $5B | 6M Money Flow $431M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.26 | YTD Return 9.2% | 3yr Return 27.4% | 1yr Return 12.6% | Total Assets $3B | 6M Money Flow $227M | |
Expense Ratio 0.01% | TTM Yield 2.7% | 3yr Sharpe 0.27 | YTD Return 9.2% | 3yr Return 27.4% | 1yr Return 12.6% | Total Assets $52B | 6M Money Flow $1B | |
Expense Ratio 0.06% | TTM Yield 2.7% | 3yr Sharpe 0.27 | YTD Return 9.2% | 3yr Return 27.5% | 1yr Return 12.5% | Total Assets $12B | 6M Money Flow $29M | |
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe 0.33 | YTD Return 9.1% | 3yr Return 31.2% | 1yr Return 12.1% | Total Assets $447M | 6M Money Flow $107M | |
Expense Ratio 0.95% Expense Ratio 0.80% Expense Ratio 1.20% Expense Ratio 1.45% Expense Ratio 1.95% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.7% | 3yr Sharpe 0.29 | YTD Return 9.0% | 3yr Return 29.4% | 1yr Return 13.8% | Total Assets $542M | 6M Money Flow -$49M | |
Expense Ratio 0.92% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 9.0% | 3yr Return 23.6% | 1yr Return 8.5% | Total Assets $5B | 6M Money Flow -$190M | |
Expense Ratio 1.00% Expense Ratio 1.04% Expense Ratio 1.29% Expense Ratio 1.54% Expense Ratio 2.04% | ||||||||
Expense Ratio 0.18% | TTM Yield 1.5% | 3yr Sharpe 0.21 | YTD Return 8.8% | 3yr Return 25.8% | 1yr Return 10.3% | Total Assets $1B | 6M Money Flow -$264M | |
Expense Ratio 0.06% | TTM Yield 2.7% | 3yr Sharpe 0.24 | YTD Return 8.7% | 3yr Return 25.8% | 1yr Return 12.1% | Total Assets $15B | 6M Money Flow $617M | |
Expense Ratio 0.50% | TTM Yield 2.8% | 3yr Sharpe 0.27 | YTD Return 8.5% | 3yr Return 28.2% | 1yr Return 13.2% | Total Assets $10B | 6M Money Flow -$225M | |
Expense Ratio 0.58% Expense Ratio 0.61% Expense Ratio 0.50% Expense Ratio 0.87% Expense Ratio 1.12% Expense Ratio 1.62% | ||||||||
Expense Ratio 0.96% | TTM Yield 1.4% | 3yr Sharpe 0.19 | YTD Return 8.1% | 3yr Return 24.5% | 1yr Return 14.7% | Total Assets $1B | 6M Money Flow -$44M | |
Expense Ratio 0.87% Expense Ratio 1.00% Expense Ratio 1.25% Expense Ratio 1.50% Expense Ratio 2.00% | ||||||||