Fidelity Investments

Statistics as of Apr 02, 2025

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Found total of 551 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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.58%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
32.2%
1yr Return
9.5%
Total Assets
$11B
6M Money Flow
-$783M
Relative Value Arbitrage
Expense Ratio
1.45%
TTM Yield
6.4%
3yr Sharpe
-
YTD Return
3.1%
3yr Return
-
1yr Return
10.8%
Total Assets
$439M
6M Money Flow
$176M
Small Blend
Expense Ratio
1.28%
TTM Yield
1.9%
3yr Sharpe
-0.10
YTD Return
-6.0%
3yr Return
8.8%
1yr Return
-1.1%
Total Assets
$2B
6M Money Flow
-$67M
Foreign Large Growth
Expense Ratio
1.28%
TTM Yield
0.9%
3yr Sharpe
0.02
YTD Return
7.5%
3yr Return
15.6%
1yr Return
5.6%
Total Assets
$394M
6M Money Flow
-$5M
Diversified Emerging Mkts
Expense Ratio
1.26%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
5.8%
3yr Return
-
1yr Return
6.4%
Total Assets
$52M
6M Money Flow
$13M
Large Value
Expense Ratio
1.15%
TTM Yield
1.5%
3yr Sharpe
-0.03
YTD Return
1.5%
3yr Return
12.0%
1yr Return
0.1%
Total Assets
$29M
6M Money Flow
-$5M
Large Blend
Expense Ratio
1.10%
TTM Yield
0.8%
3yr Sharpe
0.32
YTD Return
-4.0%
3yr Return
30.6%
1yr Return
7.7%
Total Assets
$2B
6M Money Flow
$86M
Equity Market Neutral
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
-
1yr Return
-
Total Assets
$13M
6M Money Flow
$3M
Large Blend
Expense Ratio
1.08%
TTM Yield
0.5%
3yr Sharpe
0.47
YTD Return
-1.6%
3yr Return
39.7%
1yr Return
11.8%
Total Assets
$2B
6M Money Flow
$25M
Foreign Large Blend
Expense Ratio
1.05%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
3.1%
3yr Return
-
1yr Return
5.2%
Total Assets
$74M
6M Money Flow
$21M
Global Large-Stock Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
0.00
YTD Return
-6.7%
3yr Return
14.6%
1yr Return
3.9%
Total Assets
$34M
6M Money Flow
$766K
Large Growth
Expense Ratio
1.05%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
5.2%
Total Assets
$14M
6M Money Flow
$2M
Small Blend
Expense Ratio
1.03%
TTM Yield
0.2%
3yr Sharpe
-0.16
YTD Return
-3.8%
3yr Return
6.1%
1yr Return
-6.8%
Total Assets
$2B
6M Money Flow
-$245M
Miscellaneous Region
Expense Ratio
1.03%
TTM Yield
1.3%
3yr Sharpe
-0.03
YTD Return
4.1%
3yr Return
14.5%
1yr Return
9.7%
Total Assets
$910M
6M Money Flow
-$41M
Real Estate
Expense Ratio
1.03%
TTM Yield
1.7%
3yr Sharpe
-0.31
YTD Return
4.0%
3yr Return
-7.7%
1yr Return
15.0%
Total Assets
$197M
6M Money Flow
-$17M
Diversified Emerging Mkts
Expense Ratio
1.01%
TTM Yield
3.9%
3yr Sharpe
-0.10
YTD Return
2.9%
3yr Return
9.5%
1yr Return
-1.9%
Total Assets
$989M
6M Money Flow
-$172M
Financial
Expense Ratio
1.01%
TTM Yield
1.2%
3yr Sharpe
0.35
YTD Return
0.9%
3yr Return
40.6%
1yr Return
22.5%
Total Assets
$644M
6M Money Flow
$70M
Target-Date 2045
Expense Ratio
1.00%
TTM Yield
1.1%
3yr Sharpe
0.10
YTD Return
1.6%
3yr Return
18.6%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$115M
Target-Date 2050
Expense Ratio
1.00%
TTM Yield
1.1%
3yr Sharpe
0.10
YTD Return
1.5%
3yr Return
18.5%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$79M
Global Large-Stock Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.32
YTD Return
-3.4%
3yr Return
33.2%
1yr Return
7.7%
Total Assets
$139M
6M Money Flow
-$12M
Target-Date 2065+
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$1M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
1.3%
3yr Sharpe
0.08
YTD Return
1.6%
3yr Return
17.4%
1yr Return
7.2%
Total Assets
$3B
6M Money Flow
-$162M
Industrials
Expense Ratio
0.98%
TTM Yield
0.2%
3yr Sharpe
0.37
YTD Return
-0.4%
3yr Return
43.3%
1yr Return
7.8%
Total Assets
$615M
6M Money Flow
$47M
Consumer Cyclical
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-11.1%
3yr Return
14.9%
1yr Return
6.0%
Total Assets
$432M
6M Money Flow
-$30M
High Yield Bond
Expense Ratio
0.97%
TTM Yield
5.0%
3yr Sharpe
0.09
YTD Return
-0.6%
3yr Return
16.7%
1yr Return
6.1%
Total Assets
$13B
6M Money Flow
-$73M
Small Value
Expense Ratio
0.97%
TTM Yield
0.6%
3yr Sharpe
-0.10
YTD Return
-3.8%
3yr Return
9.1%
1yr Return
0.7%
Total Assets
$4B
6M Money Flow
-$262M
High Yield Bond
Expense Ratio
0.96%
TTM Yield
5.0%
3yr Sharpe
0.07
YTD Return
-0.5%
3yr Return
16.3%
1yr Return
6.0%
Total Assets
$2B
6M Money Flow
-$58M
Mid-Cap Blend
Expense Ratio
0.96%
TTM Yield
0.2%
3yr Sharpe
-0.01
YTD Return
-4.9%
3yr Return
15.2%
1yr Return
1.0%
Total Assets
$1B
6M Money Flow
-$39M
Foreign Small/Mid Growth
Expense Ratio
0.96%
TTM Yield
1.5%
3yr Sharpe
-0.10
YTD Return
3.3%
3yr Return
8.7%
1yr Return
5.4%
Total Assets
$1B
6M Money Flow
$8M
Global Large-Stock Growth
Expense Ratio
0.96%
TTM Yield
0.4%
3yr Sharpe
-0.02
YTD Return
-2.4%
3yr Return
13.8%
1yr Return
3.1%
Total Assets
$13M
6M Money Flow
-$930K
Technology
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.31
YTD Return
-16.3%
3yr Return
58.4%
1yr Return
-5.0%
Total Assets
$2B
6M Money Flow
$107M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
4.2%
3yr Return
23.5%
1yr Return
18.9%
Total Assets
$437M
6M Money Flow
-$4M
Foreign Large Blend
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
0.13
YTD Return
7.9%
3yr Return
20.4%
1yr Return
8.5%
Total Assets
$397M
6M Money Flow
$77M
Global Large-Stock Blend
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
5.4%
3yr Return
24.3%
1yr Return
11.3%
Total Assets
$291M
6M Money Flow
$12M
Infrastructure
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
0.05
YTD Return
6.6%
3yr Return
16.9%
1yr Return
21.8%
Total Assets
$58M
6M Money Flow
$11M
Natural Resources
Expense Ratio
0.95%
TTM Yield
2.2%
3yr Sharpe
-0.55
YTD Return
4.5%
3yr Return
-16.8%
1yr Return
-1.7%
Total Assets
$38M
6M Money Flow
-$7M
Diversified Emerging Mkts
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
-0.15
YTD Return
6.1%
3yr Return
4.4%
1yr Return
6.8%
Total Assets
$7M
6M Money Flow
$888K
Target-Date 2035
Expense Ratio
0.94%
TTM Yield
1.6%
3yr Sharpe
0.01
YTD Return
1.9%
3yr Return
14.3%
1yr Return
6.9%
Total Assets
$3B
6M Money Flow
-$171M
Technology
Expense Ratio
0.93%
TTM Yield
0.0%
3yr Sharpe
0.24
YTD Return
-12.3%
3yr Return
36.4%
1yr Return
5.0%
Total Assets
$6B
6M Money Flow
$55M
Diversified Emerging Mkts
Expense Ratio
0.93%
TTM Yield
1.1%
3yr Sharpe
0.03
YTD Return
7.0%
3yr Return
14.6%
1yr Return
12.1%
Total Assets
$3B
6M Money Flow
$1B
Mid-Cap Blend
Expense Ratio
0.93%
TTM Yield
0.4%
3yr Sharpe
-0.04
YTD Return
-2.2%
3yr Return
12.8%
1yr Return
3.0%
Total Assets
$2B
6M Money Flow
-$166M
Large Value
Expense Ratio
0.93%
TTM Yield
1.6%
3yr Sharpe
-0.05
YTD Return
2.6%
3yr Return
11.0%
1yr Return
5.3%
Total Assets
$211M
6M Money Flow
-$5M