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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.67%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-6.9%
3yr Return
32.3%
1yr Return
5.4%
Total Assets
$11B
6M Money Flow
$238M
Target-Date 2000-2010
Expense Ratio
0.73%
TTM Yield
2.7%
3yr Sharpe
-0.28
YTD Return
2.5%
3yr Return
6.8%
1yr Return
6.1%
Total Assets
$211M
6M Money Flow
-$21M
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
Multisector Bond
Expense Ratio
0.65%
TTM Yield
4.1%
3yr Sharpe
-0.21
YTD Return
1.2%
3yr Return
9.8%
1yr Return
6.1%
Total Assets
$14B
6M Money Flow
$323M
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
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
Target-Date Retirement
Expense Ratio
0.72%
TTM Yield
2.8%
3yr Sharpe
-0.37
YTD Return
2.6%
3yr Return
6.3%
1yr Return
6.0%
Total Assets
$222M
6M Money Flow
-$30M
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 2030
Expense Ratio
0.90%
TTM Yield
1.9%
3yr Sharpe
-0.06
YTD Return
2.2%
3yr Return
11.6%
1yr Return
6.6%
Total Assets
$3B
6M Money Flow
-$240M
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
Large Growth
Expense Ratio
0.49%
TTM Yield
0.0%
3yr Sharpe
0.19
YTD Return
-9.0%
3yr Return
30.2%
1yr Return
11.1%
Total Assets
$22B
6M Money Flow
-$131M
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
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
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
Aggressive Allocation
Expense Ratio
0.65%
TTM Yield
1.5%
3yr Sharpe
0.03
YTD Return
-0.2%
3yr Return
15.3%
1yr Return
6.2%
Total Assets
$4B
6M Money Flow
$222M
Equity Energy
Expense Ratio
0.71%
TTM Yield
0.9%
3yr Sharpe
0.18
YTD Return
6.7%
3yr Return
28.8%
1yr Return
-5.4%
Total Assets
$1B
6M Money Flow
-$149M
Large Growth
Expense Ratio
0.01%
TTM Yield
0.5%
3yr Sharpe
0.24
YTD Return
-9.1%
3yr Return
33.6%
1yr Return
11.4%
Total Assets
$817M
6M Money Flow
-$117M
Foreign Large Growth
Expense Ratio
0.66%
TTM Yield
1.0%
3yr Sharpe
0.10
YTD Return
3.8%
3yr Return
21.1%
1yr Return
5.0%
Total Assets
$2B
6M Money Flow
-$25M
Ultrashort Bond
Expense Ratio
0.20%
TTM Yield
3.5%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
5.4%
Total Assets
$37M
6M Money Flow
$6M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
5.3%
Total Assets
$39M
6M Money Flow
$10M
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
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
Moderately Aggressive Allocation
Expense Ratio
0.64%
TTM Yield
1.9%
3yr Sharpe
-0.02
YTD Return
0.1%
3yr Return
13.4%
1yr Return
6.0%
Total Assets
$7B
6M Money Flow
-$94M
Conservative Allocation
Expense Ratio
0.49%
TTM Yield
3.3%
3yr Sharpe
-0.32
YTD Return
1.4%
3yr Return
7.7%
1yr Return
5.6%
Total Assets
$5B
6M Money Flow
$54M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.4%
3yr Sharpe
-0.10
YTD Return
0.8%
3yr Return
10.7%
1yr Return
6.0%
Total Assets
$9B
6M Money Flow
-$344M
Muni National Long
Expense Ratio
0.36%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
2.1%
Total Assets
$38M
6M Money Flow
$10M
Muni National Short
Expense Ratio
0.20%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
3.6%
Total Assets
$20M
6M Money Flow
$2M
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
Target-Date Retirement
Expense Ratio
0.04%
TTM Yield
2.1%
3yr Sharpe
-0.30
YTD Return
2.1%
3yr Return
7.9%
1yr Return
6.4%
Total Assets
$2B
6M Money Flow
$15M
Target-Date 2015
Expense Ratio
0.04%
TTM Yield
2.7%
3yr Sharpe
-0.17
YTD Return
1.8%
3yr Return
8.9%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$124M
Target-Date 2025
Expense Ratio
0.86%
TTM Yield
2.1%
3yr Sharpe
-0.11
YTD Return
2.4%
3yr Return
9.9%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
-$217M
Target-Date 2020
Expense Ratio
0.04%
TTM Yield
2.6%
3yr Sharpe
-0.13
YTD Return
1.6%
3yr Return
9.6%
1yr Return
6.7%
Total Assets
$7B
6M Money Flow
-$412M
Target-Date 2025
Expense Ratio
0.04%
TTM Yield
2.5%
3yr Sharpe
-0.09
YTD Return
1.5%
3yr Return
10.7%
1yr Return
6.8%
Total Assets
$14B
6M Money Flow
-$533M
Ultrashort Bond
Expense Ratio
0.19%
TTM Yield
4.9%
3yr Sharpe
0.01
YTD Return
1.3%
3yr Return
13.6%
1yr Return
5.7%
Total Assets
$3B
6M Money Flow
-$1B
Target-Date 2030
Expense Ratio
0.04%
TTM Yield
2.3%
3yr Sharpe
-0.04
YTD Return
1.2%
3yr Return
12.3%
1yr Return
6.9%
Total Assets
$22B
6M Money Flow
$376M
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
Target-Date 2035
Expense Ratio
0.04%
TTM Yield
2.2%
3yr Sharpe
0.03
YTD Return
0.9%
3yr Return
14.7%
1yr Return
7.2%
Total Assets
$23B
6M Money Flow
$792M
Target-Date 2040
Expense Ratio
0.04%
TTM Yield
2.1%
3yr Sharpe
0.09
YTD Return
0.5%
3yr Return
17.5%
1yr Return
7.5%
Total Assets
$24B
6M Money Flow
$748M
Target-Date 2045
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.11
YTD Return
0.3%
3yr Return
18.6%
1yr Return
7.6%
Total Assets
$21B
6M Money Flow
$856M
Target-Date 2050
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.11
YTD Return
0.3%
3yr Return
18.6%
1yr Return
7.6%
Total Assets
$20B
6M Money Flow
$946M
Target-Date 2055
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.11
YTD Return
0.2%
3yr Return
18.6%
1yr Return
7.5%
Total Assets
$15B
6M Money Flow
$970M
Target-Date 2060
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.11
YTD Return
0.3%
3yr Return
18.6%
1yr Return
7.5%
Total Assets
$9B
6M Money Flow
$817M