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 RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.39%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-12.1%
3yr Return
34.3%
1yr Return
5.5%
Total Assets
$64B
6M Money Flow
$139M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
17.3%
1yr Return
5.9%
Total Assets
$54B
6M Money Flow
-$2B
Large Growth
Expense Ratio
0.40%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.1%
3yr Return
30.4%
1yr Return
4.8%
Total Assets
$34B
6M Money Flow
-$837M
Large Growth
Expense Ratio
0.73%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
-10.0%
3yr Return
31.5%
1yr Return
7.1%
Total Assets
$28B
6M Money Flow
-$2B
Large Growth
Expense Ratio
0.66%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.5%
3yr Return
30.8%
1yr Return
6.0%
Total Assets
$28B
6M Money Flow
-$2B
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
Digital Assets
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.0%
3yr Return
-
1yr Return
31.6%
Total Assets
$17B
6M Money Flow
$2B
Technology
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
0.32
YTD Return
-16.2%
3yr Return
60.6%
1yr Return
-4.9%
Total Assets
$16B
6M Money Flow
-$310M
Technology
Expense Ratio
0.64%
TTM Yield
0.0%
3yr Sharpe
0.23
YTD Return
-12.5%
3yr Return
36.0%
1yr Return
5.3%
Total Assets
$14B
6M Money Flow
-$567M
Inflation-Protected Bond
Expense Ratio
0.05%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
-
Total Assets
$11B
6M Money Flow
$11B
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
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
Technology
Expense Ratio
0.64%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-10.4%
3yr Return
16.1%
1yr Return
-4.4%
Total Assets
$9B
6M Money Flow
-$870M
Large Growth
Expense Ratio
0.43%
TTM Yield
0.0%
3yr Sharpe
0.22
YTD Return
-6.6%
3yr Return
27.6%
1yr Return
5.4%
Total Assets
$7B
6M Money Flow
-$349M
Mid-Cap Blend
Expense Ratio
0.71%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.2%
3yr Return
12.3%
1yr Return
0.6%
Total Assets
$7B
6M Money Flow
-$460M
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
Large Growth
Expense Ratio
0.66%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-7.0%
3yr Return
32.3%
1yr Return
5.3%
Total Assets
$6B
6M Money Flow
-$7M
Health
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-0.36
YTD Return
-1.9%
3yr Return
-7.8%
1yr Return
1.7%
Total Assets
$5B
6M Money Flow
-$518M
Foreign Large Blend
Expense Ratio
0.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
6.2%
3yr Return
-
1yr Return
-
Total Assets
$4B
6M Money Flow
$4B
Miscellaneous Region
Expense Ratio
0.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
-
Total Assets
$4B
6M Money Flow
$4B
Large Growth
Expense Ratio
0.54%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.8%
3yr Return
27.4%
1yr Return
-1.0%
Total Assets
$4B
6M Money Flow
$115M
Health
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
-0.23
YTD Return
-1.0%
3yr Return
0.7%
1yr Return
-0.1%
Total Assets
$4B
6M Money Flow
-$596M
Mid-Cap Growth
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-5.1%
3yr Return
25.6%
1yr Return
7.8%
Total Assets
$3B
6M Money Flow
$106M
Mid-Cap Growth
Expense Ratio
0.61%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.9%
3yr Return
23.2%
1yr Return
4.3%
Total Assets
$3B
6M Money Flow
$100M
Long Government
Expense Ratio
0.03%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.9%
3yr Return
-
1yr Return
-
Total Assets
$3B
6M Money Flow
$3B
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
Communications
Expense Ratio
0.70%
TTM Yield
0.0%
3yr Sharpe
0.37
YTD Return
-4.0%
3yr Return
40.4%
1yr Return
13.4%
Total Assets
$2B
6M Money Flow
$26M
Real Estate
Expense Ratio
0.56%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
-
Total Assets
$2B
6M Money Flow
$1B
Pacific/Asia ex-Japan Stk
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
4.0%
3yr Return
23.1%
1yr Return
19.5%
Total Assets
$1B
6M Money Flow
-$29M
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
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
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
-
Total Assets
$376M
6M Money Flow
-$91M
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
Large Growth
Expense Ratio
0.72%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
-5.6%
3yr Return
31.7%
1yr Return
9.1%
Total Assets
$175M
6M Money Flow
$22M
Technology
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.0%
3yr Return
-
1yr Return
1.2%
Total Assets
$154M
6M Money Flow
$4M
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
Financial
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-3.3%
3yr Return
14.9%
1yr Return
8.9%
Total Assets
$106M
6M Money Flow
$3M
Multistrategy
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
-0.6%
Total Assets
$63M
6M Money Flow
$20M
Short Government
Expense Ratio
0.03%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
-
Total Assets
$55M
6M Money Flow
$80M
Target-Date 2065+
Expense Ratio
0.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
-
Total Assets
$49M
6M Money Flow
$37M
Target-Date 2065+
Expense Ratio
0.45%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-
Total Assets
$49M
6M Money Flow
$42M
Miscellaneous Fixed Income
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$48M
6M Money Flow
$32M