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 Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return ▲ | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.70% | TTM Yield 1.1% | 3yr Sharpe -0.30 | YTD Return -0.4% | 3yr Return -4.3% | 1yr Return -10.7% | Total Assets $481M | 6M Money Flow -$52M | |
Expense Ratio 0.71% | TTM Yield 3.1% | 3yr Sharpe -0.02 | YTD Return -6.1% | 3yr Return 8.5% | 1yr Return -10.2% | Total Assets $1B | 6M Money Flow -$153M | |
Expense Ratio 0.96% Expense Ratio 1.21% Expense Ratio 0.58% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.40% | TTM Yield 1.5% | 3yr Sharpe -0.82 | YTD Return -2.6% | 3yr Return -44.7% | 1yr Return -9.7% | Total Assets $24M | 6M Money Flow -$54K | |
Expense Ratio 0.71% | TTM Yield 1.2% | 3yr Sharpe -0.30 | YTD Return 2.5% | 3yr Return -5.0% | 1yr Return -8.6% | Total Assets $721M | 6M Money Flow -$58M | |
Expense Ratio 0.72% Expense Ratio 0.99% Expense Ratio 0.58% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.70% | TTM Yield 1.2% | 3yr Sharpe 0.19 | YTD Return -1.4% | 3yr Return 20.9% | 1yr Return -7.0% | Total Assets $1B | 6M Money Flow -$421M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe -0.13 | YTD Return -3.8% | 3yr Return 7.7% | 1yr Return -6.9% | Total Assets $2B | 6M Money Flow $546M | |
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 | |
Expense Ratio 0.40% | TTM Yield 0.5% | 3yr Sharpe -0.75 | YTD Return -1.0% | 3yr Return -43.2% | 1yr Return -6.4% | Total Assets $28M | 6M Money Flow -$2M | |
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 | |
Expense Ratio 0.98% Expense Ratio 0.58% Expense Ratio 1.23% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.01% | TTM Yield 4.6% | 3yr Sharpe -0.14 | YTD Return -10.5% | 3yr Return 6.0% | 1yr Return -5.3% | Total Assets $4M | 6M Money Flow -$404M | |
Expense Ratio 0.73% | TTM Yield 1.8% | 3yr Sharpe 0.18 | YTD Return 6.7% | 3yr Return 28.8% | 1yr Return -5.3% | Total Assets $2B | 6M Money Flow -$142M | |
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 | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 1.70% Expense Ratio 1.20% | ||||||||
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 | |
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 | |
Expense Ratio 0.08% | TTM Yield 1.7% | 3yr Sharpe -0.17 | YTD Return 2.1% | 3yr Return 3.0% | 1yr Return -4.2% | Total Assets $444M | 6M Money Flow $12M | |
Expense Ratio 0.70% | TTM Yield 1.5% | 3yr Sharpe -0.15 | YTD Return -3.9% | 3yr Return 9.2% | 1yr Return -4.1% | Total Assets $467M | 6M Money Flow -$46M | |
Expense Ratio 0.50% | TTM Yield 0.5% | 3yr Sharpe - | YTD Return -4.4% | 3yr Return - | 1yr Return -3.9% | Total Assets $50M | 6M Money Flow -$238K | |
Expense Ratio 0.40% | TTM Yield 1.5% | 3yr Sharpe - | YTD Return -20.5% | 3yr Return - | 1yr Return -3.9% | Total Assets $145M | 6M Money Flow $73M | |
Expense Ratio 0.80% | TTM Yield 0.9% | 3yr Sharpe -0.03 | YTD Return -5.9% | 3yr Return 13.1% | 1yr Return -3.5% | Total Assets $2B | 6M Money Flow -$262M | |
Expense Ratio 0.84% Expense Ratio 1.09% Expense Ratio 1.34% Expense Ratio 0.72% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.66% | TTM Yield 1.2% | 3yr Sharpe 0.05 | YTD Return -3.0% | 3yr Return 11.9% | 1yr Return -2.8% | Total Assets $4B | 6M Money Flow -$398M | |
Expense Ratio 0.01% | TTM Yield 1.6% | 3yr Sharpe - | YTD Return -9.5% | 3yr Return - | 1yr Return -2.6% | Total Assets $1B | 6M Money Flow $395M | |
Expense Ratio 0.71% | TTM Yield 1.4% | 3yr Sharpe 0.18 | YTD Return 10.4% | 3yr Return 27.8% | 1yr Return -2.0% | Total Assets $603M | 6M Money Flow -$31M | |
Expense Ratio 0.88% | TTM Yield 5.1% | 3yr Sharpe -0.76 | YTD Return 3.7% | 3yr Return -23.8% | 1yr Return -1.9% | Total Assets $292M | 6M Money Flow -$37M | |
Expense Ratio 0.77% Expense Ratio 0.89% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
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 | |
Expense Ratio 0.97% Expense Ratio 0.89% Expense Ratio 1.26% Expense Ratio 1.51% Expense Ratio 2.01% | ||||||||
Expense Ratio 0.40% | TTM Yield 0.9% | 3yr Sharpe - | YTD Return -5.0% | 3yr Return - | 1yr Return -1.8% | Total Assets $30M | 6M Money Flow -$2M | |
Expense Ratio 0.50% | TTM Yield 3.0% | 3yr Sharpe - | YTD Return 4.6% | 3yr Return - | 1yr Return -1.7% | Total Assets $85M | 6M Money Flow -$39M | |
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 | |
Expense Ratio 0.87% | TTM Yield 3.8% | 3yr Sharpe 0.08 | YTD Return 9.6% | 3yr Return 18.4% | 1yr Return -1.7% | Total Assets $315M | 6M Money Flow -$17M | |
Expense Ratio 0.82% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return 16.5% | 1yr Return -1.6% | Total Assets $23B | 6M Money Flow -$4B | |
Expense Ratio 0.94% Expense Ratio 1.19% Expense Ratio 1.94% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe -0.01 | YTD Return -3.7% | 3yr Return 14.1% | 1yr Return -1.1% | Total Assets $333M | 6M Money Flow -$30M | |
Expense Ratio 1.15% Expense Ratio 0.75% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.81% | TTM Yield 1.4% | 3yr Sharpe -0.01 | YTD Return -3.7% | 3yr Return 14.3% | 1yr Return -1.1% | Total Assets $8B | 6M Money Flow -$1B | |
Expense Ratio 0.73% | ||||||||
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 | |
Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 0.90% Expense Ratio 2.03% | ||||||||
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 | |
Expense Ratio 0.91% Expense Ratio 1.66% Expense Ratio 1.16% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.8% | 3yr Sharpe -0.03 | YTD Return -7.1% | 3yr Return 13.0% | 1yr Return -1.0% | Total Assets $5B | 6M Money Flow $1B | |
Expense Ratio 0.90% Expense Ratio 0.76% Expense Ratio 1.16% Expense Ratio 1.93% Expense Ratio 1.43% | ||||||||
Expense Ratio 0.40% | TTM Yield 0.1% | 3yr Sharpe 0.01 | YTD Return -10.6% | 3yr Return 16.9% | 1yr Return -0.9% | Total Assets $80M | 6M Money Flow $6M | |
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 | |
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 | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 0.99% Expense Ratio 1.74% Expense Ratio 1.24% | ||||||||
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 | |
Expense Ratio 1.15% Expense Ratio 1.90% Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.77% | TTM Yield 0.9% | 3yr Sharpe -0.19 | YTD Return -1.9% | 3yr Return 3.6% | 1yr Return -0.3% | Total Assets $64M | 6M Money Flow -$11M | |
Expense Ratio 0.05% | TTM Yield 1.4% | 3yr Sharpe -0.16 | YTD Return -9.3% | 3yr Return 3.7% | 1yr Return -0.2% | Total Assets $760M | 6M Money Flow $103M | |
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 | |
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 | |
Expense Ratio 0.93% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.69% | ||||||||