Fidelity Investments

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 551 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.6%
1yr Return
10.4%
Total Assets
$598B
6M Money Flow
$11B
Large Blend
Expense Ratio
0.13%
TTM Yield
1.2%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.2%
1yr Return
7.9%
Total Assets
$148B
6M Money Flow
$14B
Large Blend
Expense Ratio
0.01%
TTM Yield
1.2%
3yr Sharpe
0.24
YTD Return
-3.7%
3yr Return
27.4%
1yr Return
9.6%
Total Assets
$100B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.24%
TTM Yield
1.1%
3yr Sharpe
0.33
YTD Return
-3.8%
3yr Return
32.5%
1yr Return
9.4%
Total Assets
$75B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
-3.8%
3yr Return
27.5%
1yr Return
9.6%
Total Assets
$74B
6M Money Flow
-$38M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.25
YTD Return
-3.7%
3yr Return
27.9%
1yr Return
9.6%
Total Assets
$25B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.55
YTD Return
-1.3%
3yr Return
44.5%
1yr Return
13.1%
Total Assets
$19B
6M Money Flow
-$301M
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.6%
1yr Return
10.4%
Total Assets
$15B
6M Money Flow
-$169M
Large Blend
Expense Ratio
0.11%
TTM Yield
1.8%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
27.4%
1yr Return
12.6%
Total Assets
$14B
6M Money Flow
-$3B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.30
YTD Return
-3.5%
3yr Return
30.7%
1yr Return
10.6%
Total Assets
$12B
6M Money Flow
$1B
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 Blend
Expense Ratio
0.54%
TTM Yield
1.4%
3yr Sharpe
0.45
YTD Return
0.5%
3yr Return
36.9%
1yr Return
11.8%
Total Assets
$10B
6M Money Flow
-$796M
Large Blend
Expense Ratio
0.78%
TTM Yield
1.1%
3yr Sharpe
0.36
YTD Return
-4.0%
3yr Return
32.4%
1yr Return
8.1%
Total Assets
$7B
6M Money Flow
-$889M
Large Blend
Expense Ratio
0.36%
TTM Yield
1.0%
3yr Sharpe
0.16
YTD Return
-5.1%
3yr Return
22.8%
1yr Return
5.7%
Total Assets
$7B
6M Money Flow
$61M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.31
YTD Return
-3.3%
3yr Return
30.6%
1yr Return
10.4%
Total Assets
$6B
6M Money Flow
$378M
Large Blend
Expense Ratio
0.79%
TTM Yield
0.9%
3yr Sharpe
0.49
YTD Return
-1.4%
3yr Return
40.8%
1yr Return
12.3%
Total Assets
$5B
6M Money Flow
$108M
Large Blend
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.49
YTD Return
-1.5%
3yr Return
40.9%
1yr Return
12.1%
Total Assets
$5B
6M Money Flow
-$142M
Large Blend
Expense Ratio
0.76%
TTM Yield
0.2%
3yr Sharpe
0.58
YTD Return
-4.4%
3yr Return
47.2%
1yr Return
8.5%
Total Assets
$5B
6M Money Flow
-$654M
Large Blend
Expense Ratio
0.18%
TTM Yield
1.1%
3yr Sharpe
0.32
YTD Return
-3.9%
3yr Return
31.3%
1yr Return
8.9%
Total Assets
$4B
6M Money Flow
$815M
Large Blend
Expense Ratio
0.11%
TTM Yield
1.4%
3yr Sharpe
0.24
YTD Return
-5.5%
3yr Return
27.2%
1yr Return
5.5%
Total Assets
$4B
6M Money Flow
-$38M
Large Blend
Expense Ratio
0.59%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
-1.3%
3yr Return
41.9%
1yr Return
11.9%
Total Assets
$4B
6M Money Flow
$238M
Large Blend
Expense Ratio
0.76%
TTM Yield
0.3%
3yr Sharpe
0.26
YTD Return
-5.9%
3yr Return
28.7%
1yr Return
5.3%
Total Assets
$3B
6M Money Flow
-$51M
Large Blend
Expense Ratio
0.70%
TTM Yield
0.9%
3yr Sharpe
0.07
YTD Return
-8.3%
3yr Return
21.4%
1yr Return
1.6%
Total Assets
$3B
6M Money Flow
-$220M
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
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
Large Blend
Expense Ratio
0.16%
TTM Yield
1.4%
3yr Sharpe
0.32
YTD Return
0.8%
3yr Return
26.6%
1yr Return
11.1%
Total Assets
$1B
6M Money Flow
$63M
Large Blend
Expense Ratio
0.87%
TTM Yield
1.2%
3yr Sharpe
0.41
YTD Return
-0.8%
3yr Return
32.4%
1yr Return
8.8%
Total Assets
$1B
6M Money Flow
-$11M
Large Blend
Expense Ratio
0.16%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
-0.9%
3yr Return
28.8%
1yr Return
12.2%
Total Assets
$1B
6M Money Flow
-$11M
Large Blend
Expense Ratio
0.38%
TTM Yield
1.0%
3yr Sharpe
0.61
YTD Return
-3.9%
3yr Return
48.2%
1yr Return
7.2%
Total Assets
$712M
6M Money Flow
$249M
Large Blend
Expense Ratio
0.50%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-5.1%
3yr Return
-
1yr Return
6.0%
Total Assets
$359M
6M Money Flow
$124M
Large Blend
Expense Ratio
0.60%
TTM Yield
0.6%
3yr Sharpe
-
YTD Return
-8.1%
3yr Return
-
1yr Return
0.4%
Total Assets
$250M
6M Money Flow
$30M
Large Blend
Expense Ratio
0.16%
TTM Yield
1.4%
3yr Sharpe
0.39
YTD Return
0.8%
3yr Return
34.0%
1yr Return
13.4%
Total Assets
$207M
6M Money Flow
$21M
Large Blend
Expense Ratio
0.16%
TTM Yield
1.5%
3yr Sharpe
0.46
YTD Return
-1.1%
3yr Return
35.7%
1yr Return
12.0%
Total Assets
$203M
6M Money Flow
$41M
Large Blend
Expense Ratio
0.69%
TTM Yield
0.5%
3yr Sharpe
-0.01
YTD Return
-5.2%
3yr Return
14.5%
1yr Return
-0.5%
Total Assets
$135M
6M Money Flow
-$13M
Large Blend
Expense Ratio
0.45%
TTM Yield
1.2%
3yr Sharpe
0.55
YTD Return
-1.4%
3yr Return
44.8%
1yr Return
12.4%
Total Assets
$60M
6M Money Flow
-$2M
Large Blend
Expense Ratio
0.64%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
4.4%
3yr Return
18.2%
1yr Return
11.4%
Total Assets
$37M
6M Money Flow
-$7M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-4.3%
3yr Return
-
1yr Return
7.6%
Total Assets
$29M
6M Money Flow
$6M
Large Blend
Expense Ratio
0.90%
TTM Yield
0.4%
3yr Sharpe
0.06
YTD Return
-8.4%
3yr Return
17.7%
1yr Return
-0.3%
Total Assets
$25M
6M Money Flow
-$277K
Large Blend
Expense Ratio
0.59%
TTM Yield
2.1%
3yr Sharpe
0.12
YTD Return
-7.9%
3yr Return
21.9%
1yr Return
1.0%
Total Assets
$14M
6M Money Flow
$485K
Large Blend
Expense Ratio
0.18%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.3%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
-
Large Blend
Expense Ratio
0.59%
TTM Yield
0.6%
3yr Sharpe
0.05
YTD Return
-4.4%
3yr Return
17.9%
1yr Return
-0.1%
Total Assets
$4M
6M Money Flow
$28K
Large Growth
Expense Ratio
0.63%
TTM Yield
0.1%
3yr Sharpe
0.51
YTD Return
-2.7%
3yr Return
46.2%
1yr Return
12.5%
Total Assets
$145B
6M Money Flow
-$3B