Fidelity Investments

Statistics as of May 27, 2025

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Found total of 555 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 Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
48.2%
1yr Return
12.5%
Total Assets
$594B
6M Money Flow
$13B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.50
YTD Return
0.9%
3yr Return
47.8%
1yr Return
10.2%
Total Assets
$148B
6M Money Flow
$16B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.43
YTD Return
0.2%
3yr Return
45.5%
1yr Return
12.0%
Total Assets
$99B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.43
YTD Return
0.1%
3yr Return
45.6%
1yr Return
12.0%
Total Assets
$76B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.52
YTD Return
-0.3%
3yr Return
49.5%
1yr Return
11.0%
Total Assets
$74B
6M Money Flow
$103M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.44
YTD Return
0.2%
3yr Return
46.0%
1yr Return
12.0%
Total Assets
$25B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.72
YTD Return
5.3%
3yr Return
61.9%
1yr Return
16.1%
Total Assets
$20B
6M Money Flow
-$248M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.5%
Total Assets
$14B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.44
YTD Return
2.6%
3yr Return
33.5%
1yr Return
12.1%
Total Assets
$13B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
0.7%
3yr Return
49.8%
1yr Return
12.8%
Total Assets
$12B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.57
YTD Return
4.4%
3yr Return
46.8%
1yr Return
13.1%
Total Assets
$11B
6M Money Flow
-$872M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
45.6%
1yr Return
12.7%
Total Assets
$11B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.50
YTD Return
2.0%
3yr Return
47.6%
1yr Return
8.7%
Total Assets
$7B
6M Money Flow
-$311M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.34
YTD Return
-1.1%
3yr Return
41.4%
1yr Return
9.0%
Total Assets
$6B
6M Money Flow
-$106M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
48.3%
1yr Return
12.5%
Total Assets
$6B
6M Money Flow
$547M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.65
YTD Return
5.2%
3yr Return
57.5%
1yr Return
15.4%
Total Assets
$5B
6M Money Flow
-$33M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.65
YTD Return
4.9%
3yr Return
57.7%
1yr Return
15.2%
Total Assets
$5B
6M Money Flow
-$147M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.71
YTD Return
0.4%
3yr Return
58.5%
1yr Return
9.9%
Total Assets
$5B
6M Money Flow
-$69M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.50
YTD Return
0.0%
3yr Return
46.3%
1yr Return
11.9%
Total Assets
$4B
6M Money Flow
$471M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.44
YTD Return
0.7%
3yr Return
48.8%
1yr Return
10.4%
Total Assets
$4B
6M Money Flow
-$71M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.69
YTD Return
4.9%
3yr Return
60.9%
1yr Return
14.5%
Total Assets
$4B
6M Money Flow
$239M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.43
YTD Return
-2.3%
3yr Return
45.3%
1yr Return
5.9%
Total Assets
$3B
6M Money Flow
-$80M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.25
YTD Return
1.1%
3yr Return
44.4%
1yr Return
9.2%
Total Assets
$3B
6M Money Flow
-$220M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.46
YTD Return
1.8%
3yr Return
45.4%
1yr Return
8.2%
Total Assets
$2B
6M Money Flow
$10M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.63
YTD Return
4.8%
3yr Return
56.2%
1yr Return
14.8%
Total Assets
$1B
6M Money Flow
$26M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.45
YTD Return
0.8%
3yr Return
34.2%
1yr Return
11.0%
Total Assets
$1B
6M Money Flow
-$69M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.46
YTD Return
2.6%
3yr Return
43.3%
1yr Return
14.2%
Total Assets
$1B
6M Money Flow
-$58M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.71
YTD Return
0.5%
3yr Return
58.0%
1yr Return
9.2%
Total Assets
$716M
6M Money Flow
$166M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.46
YTD Return
-0.8%
3yr Return
48.5%
1yr Return
8.0%
Total Assets
$360M
6M Money Flow
$109M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.28
YTD Return
-2.0%
3yr Return
39.4%
1yr Return
5.6%
Total Assets
$263M
6M Money Flow
$28M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.47
YTD Return
4.7%
3yr Return
42.4%
1yr Return
14.3%
Total Assets
$222M
6M Money Flow
$14M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.60
YTD Return
3.2%
3yr Return
46.2%
1yr Return
14.6%
Total Assets
$221M
6M Money Flow
$35M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.16
YTD Return
-1.0%
3yr Return
30.4%
1yr Return
3.6%
Total Assets
$132M
6M Money Flow
-$8M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.71
YTD Return
5.2%
3yr Return
62.8%
1yr Return
15.3%
Total Assets
$56M
6M Money Flow
-$7M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.24
YTD Return
3.5%
3yr Return
23.1%
1yr Return
11.1%
Total Assets
$37M
6M Money Flow
-$7M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
9.4%
Total Assets
$30M
6M Money Flow
$6M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.25
YTD Return
-2.1%
3yr Return
38.2%
1yr Return
5.1%
Total Assets
$25M
6M Money Flow
-$649K
Large Blend
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
-2.0%
3yr Return
41.6%
1yr Return
6.0%
Total Assets
$15M
6M Money Flow
$485K
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
$3M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.22
YTD Return
-0.5%
3yr Return
33.3%
1yr Return
4.0%
Total Assets
$4M
6M Money Flow
-$553K
Large Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.83
YTD Return
4.4%
3yr Return
79.4%
1yr Return
16.7%
Total Assets
$145B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.51
YTD Return
-3.6%
3yr Return
79.6%
1yr Return
9.9%
Total Assets
$64B
6M Money Flow
-$22M