Fidelity Investments

Statistics as of Jan 02, 2025

Search , , , in

No filters
Further filter by keywords:
Found total of 549 distinct funds
Download top 1000 CSV
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.
Large Blend
Expense Ratio
0.02%
TTM Yield
1.2%
3yr Sharpe
0.31
YTD Return
-0.2%
3yr Return
29.0%
1yr Return
25.4%
Total Assets
$632B
6M Money Flow
$10B
Money Market-Taxable
Expense Ratio
0.42%
TTM Yield
4.8%
3yr Sharpe
-0.63
YTD Return
0.0%
3yr Return
11.4%
1yr Return
4.9%
Total Assets
$380B
6M Money Flow
$46B
Money Market-Taxable
Expense Ratio
0.38%
TTM Yield
4.8%
3yr Sharpe
-0.58
YTD Return
0.0%
3yr Return
11.4%
1yr Return
4.9%
Total Assets
$243B
6M Money Flow
$19B
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.1%
3yr Sharpe
-0.12
YTD Return
0.0%
3yr Return
12.2%
1yr Return
5.2%
Total Assets
$211B
6M Money Flow
$14B
Large Growth
Expense Ratio
0.39%
TTM Yield
0.1%
3yr Sharpe
0.38
YTD Return
0.6%
3yr Return
36.7%
1yr Return
37.9%
Total Assets
$155B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.13%
TTM Yield
1.2%
3yr Sharpe
0.30
YTD Return
0.0%
3yr Return
28.0%
1yr Return
24.0%
Total Assets
$145B
6M Money Flow
$9B
Prime Money Market
Expense Ratio
0.14%
TTM Yield
5.2%
3yr Sharpe
0.13
YTD Return
0.0%
3yr Return
12.6%
1yr Return
5.2%
Total Assets
$141B
6M Money Flow
$9B
Prime Money Market
Expense Ratio
0.30%
TTM Yield
5.0%
3yr Sharpe
-0.18
YTD Return
0.0%
3yr Return
12.1%
1yr Return
5.1%
Total Assets
$120B
6M Money Flow
$6B
Large Blend
Expense Ratio
0.01%
TTM Yield
1.2%
3yr Sharpe
0.24
YTD Return
-0.2%
3yr Return
25.6%
1yr Return
24.5%
Total Assets
$107B
6M Money Flow
$748M
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.1%
3yr Sharpe
-0.25
YTD Return
0.0%
3yr Return
12.0%
1yr Return
5.2%
Total Assets
$94B
6M Money Flow
$18B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
-0.2%
3yr Return
25.6%
1yr Return
24.5%
Total Assets
$79B
6M Money Flow
-$1B
Large Blend
Expense Ratio
0.24%
TTM Yield
1.1%
3yr Sharpe
0.36
YTD Return
-0.1%
3yr Return
31.6%
1yr Return
26.2%
Total Assets
$77B
6M Money Flow
-$3B
Large Growth
Expense Ratio
0.47%
TTM Yield
0.2%
3yr Sharpe
0.26
YTD Return
0.4%
3yr Return
34.3%
1yr Return
42.8%
Total Assets
$73B
6M Money Flow
$216M
Intermediate Core-Plus Bond
Expense Ratio
0.17%
TTM Yield
4.4%
3yr Sharpe
-0.78
YTD Return
0.0%
3yr Return
-5.5%
1yr Return
2.5%
Total Assets
$71B
6M Money Flow
$851M
Money Market-Taxable
Expense Ratio
0.14%
TTM Yield
5.1%
3yr Sharpe
-0.10
YTD Return
0.0%
3yr Return
12.2%
1yr Return
5.2%
Total Assets
$67B
6M Money Flow
$3B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.4%
3yr Sharpe
-0.85
YTD Return
0.0%
3yr Return
-7.0%
1yr Return
1.8%
Total Assets
$61B
6M Money Flow
$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
-0.1%
3yr Return
15.4%
1yr Return
16.7%
Total Assets
$55B
6M Money Flow
-$1B
Foreign Large Blend
Expense Ratio
0.04%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
-0.1%
3yr Return
5.1%
1yr Return
4.7%
Total Assets
$53B
6M Money Flow
$2B
Money Market-Taxable
Expense Ratio
0.42%
TTM Yield
4.8%
3yr Sharpe
-0.63
YTD Return
0.0%
3yr Return
11.4%
1yr Return
4.9%
Total Assets
$50B
6M Money Flow
$4B
Foreign Large Blend
Expense Ratio
0.01%
TTM Yield
3.0%
3yr Sharpe
-0.20
YTD Return
-0.1%
3yr Return
2.5%
1yr Return
6.5%
Total Assets
$49B
6M Money Flow
$3B
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-0.07
YTD Return
0.3%
3yr Return
8.2%
1yr Return
18.6%
Total Assets
$45B
6M Money Flow
-$1B
Foreign Large Blend
Expense Ratio
0.38%
TTM Yield
2.6%
3yr Sharpe
-0.19
YTD Return
-0.3%
3yr Return
2.4%
1yr Return
6.5%
Total Assets
$45B
6M Money Flow
$8B
Intermediate Core-Plus Bond
Expense Ratio
0.35%
TTM Yield
4.5%
3yr Sharpe
-0.81
YTD Return
0.1%
3yr Return
-6.6%
1yr Return
2.6%
Total Assets
$43B
6M Money Flow
-$3B
Mid-Cap Blend
Expense Ratio
0.03%
TTM Yield
1.2%
3yr Sharpe
-0.01
YTD Return
-0.1%
3yr Return
11.8%
1yr Return
15.9%
Total Assets
$40B
6M Money Flow
-$734M
Intermediate Core-Plus Bond
Expense Ratio
0.44%
TTM Yield
4.5%
3yr Sharpe
-0.74
YTD Return
0.1%
3yr Return
-4.2%
1yr Return
3.0%
Total Assets
$39B
6M Money Flow
$523M
Large Growth
Expense Ratio
0.47%
TTM Yield
0.2%
3yr Sharpe
0.16
YTD Return
0.1%
3yr Return
22.2%
1yr Return
29.8%
Total Assets
$38B
6M Money Flow
-$542M
Large Growth
Expense Ratio
0.45%
TTM Yield
0.4%
3yr Sharpe
0.39
YTD Return
0.5%
3yr Return
36.6%
1yr Return
37.3%
Total Assets
$36B
6M Money Flow
-$3B
Target-Date 2030
Expense Ratio
0.56%
TTM Yield
2.3%
3yr Sharpe
-0.20
YTD Return
0.0%
3yr Return
5.0%
1yr Return
10.1%
Total Assets
$33B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.7%
3yr Sharpe
0.15
YTD Return
0.1%
3yr Return
18.4%
1yr Return
20.0%
Total Assets
$33B
6M Money Flow
-$692M
Large Growth
Expense Ratio
0.73%
TTM Yield
0.0%
3yr Sharpe
0.26
YTD Return
0.3%
3yr Return
30.8%
1yr Return
37.2%
Total Assets
$32B
6M Money Flow
-$1B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.4%
3yr Sharpe
0.33
YTD Return
-0.2%
3yr Return
34.6%
1yr Return
35.1%
Total Assets
$31B
6M Money Flow
$3B
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.6%
3yr Sharpe
-0.02
YTD Return
0.0%
3yr Return
11.4%
1yr Return
14.3%
Total Assets
$30B
6M Money Flow
-$2B
Small Blend
Expense Ratio
0.03%
TTM Yield
1.0%
3yr Sharpe
-0.12
YTD Return
0.1%
3yr Return
4.4%
1yr Return
12.5%
Total Assets
$30B
6M Money Flow
-$1B
Target-Date 2035
Expense Ratio
0.60%
TTM Yield
2.0%
3yr Sharpe
-0.11
YTD Return
0.1%
3yr Return
7.9%
1yr Return
12.0%
Total Assets
$29B
6M Money Flow
-$1B
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.7%
3yr Sharpe
-0.85
YTD Return
0.0%
3yr Return
-6.9%
1yr Return
1.9%
Total Assets
$26B
6M Money Flow
$1B
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
14.9%
1yr Return
7.1%
Total Assets
$26B
6M Money Flow
-$3B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.26
YTD Return
-0.2%
3yr Return
26.2%
1yr Return
24.4%
Total Assets
$26B
6M Money Flow
$1B
Large Growth
Expense Ratio
0.44%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
0.5%
3yr Return
25.6%
1yr Return
42.5%
Total Assets
$25B
6M Money Flow
-$76M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
2.1%
3yr Sharpe
-0.03
YTD Return
-0.1%
3yr Return
10.7%
1yr Return
14.2%
Total Assets
$24B
6M Money Flow
$628M
Foreign Large Blend
Expense Ratio
0.48%
TTM Yield
2.5%
3yr Sharpe
-0.20
YTD Return
-0.3%
3yr Return
2.0%
1yr Return
5.6%
Total Assets
$24B
6M Money Flow
$2B
Target-Date 2035
Expense Ratio
0.08%
TTM Yield
2.4%
3yr Sharpe
-0.12
YTD Return
-0.1%
3yr Return
7.5%
1yr Return
12.0%
Total Assets
$23B
6M Money Flow
$594M
Target-Date 2030
Expense Ratio
0.08%
TTM Yield
2.5%
3yr Sharpe
-0.20
YTD Return
0.0%
3yr Return
4.9%
1yr Return
10.3%
Total Assets
$23B
6M Money Flow
$73M