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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Muni National Interm
Expense Ratio
0.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Moderately Conservative Allocation
Expense Ratio
0.02%
TTM Yield
2.7%
3yr Sharpe
-0.16
YTD Return
1.7%
3yr Return
10.0%
1yr Return
7.0%
Total Assets
$321K
6M Money Flow
$14K
Target-Date 2065+
Expense Ratio
0.49%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
-
Total Assets
$709K
6M Money Flow
$155K
Moderate Allocation
Expense Ratio
0.02%
TTM Yield
2.3%
3yr Sharpe
-0.01
YTD Return
1.0%
3yr Return
13.7%
1yr Return
7.6%
Total Assets
$973K
6M Money Flow
$159K
Target-Date 2000-2010
Expense Ratio
0.41%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
6.2%
Total Assets
$1M
6M Money Flow
$10K
Moderately Aggressive Allocation
Expense Ratio
0.02%
TTM Yield
2.0%
3yr Sharpe
0.09
YTD Return
0.3%
3yr Return
17.7%
1yr Return
8.2%
Total Assets
$1M
6M Money Flow
$71K
Target-Date Retirement
Expense Ratio
0.41%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
2.4%
3yr Return
-
1yr Return
6.0%
Total Assets
$1M
6M Money Flow
$32K
Foreign Small/Mid Blend
Expense Ratio
0.01%
TTM Yield
4.0%
3yr Sharpe
-
YTD Return
5.5%
3yr Return
-
1yr Return
3.3%
Total Assets
$1M
6M Money Flow
-$252
Target-Date 2015
Expense Ratio
0.67%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
6.0%
Total Assets
$1M
6M Money Flow
$207K
Aggressive Allocation
Expense Ratio
0.02%
TTM Yield
1.9%
3yr Sharpe
0.14
YTD Return
-0.3%
3yr Return
20.6%
1yr Return
8.7%
Total Assets
$2M
6M Money Flow
$251K
Target-Date 2020
Expense Ratio
0.43%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
6.3%
Total Assets
$2M
6M Money Flow
$207K
Target-Date 2025
Expense Ratio
0.45%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.4%
Total Assets
$2M
6M Money Flow
$90K
Target-Date 2065+
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$1M
Target-Date 2000-2010
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
-0.20
YTD Return
2.7%
3yr Return
8.9%
1yr Return
7.0%
Total Assets
$3M
6M Money Flow
-$80K
Target-Date Retirement
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.28
YTD Return
2.6%
3yr Return
8.0%
1yr Return
6.7%
Total Assets
$4M
6M Money Flow
-$192K
Target-Date 2065+
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
7.0%
Total Assets
$4M
6M Money Flow
$825K
Small Blend
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
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 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
-
Ultrashort Bond
Expense Ratio
0.20%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
5.4%
Total Assets
$5M
6M Money Flow
$1M
Target-Date 2065+
Expense Ratio
0.29%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
$5M
Target-Date 2035
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
6.7%
Total Assets
$5M
6M Money Flow
$986K
Target-Date 2015
Expense Ratio
0.46%
TTM Yield
2.8%
3yr Sharpe
-0.26
YTD Return
2.5%
3yr Return
7.3%
1yr Return
6.4%
Total Assets
$5M
6M Money Flow
-$145K
Target-Date 2065+
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
$4M
Target-Date 2060
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
6.9%
Total Assets
$6M
6M Money Flow
$1M
Target-Date 2000-2010
Expense Ratio
0.45%
TTM Yield
2.9%
3yr Sharpe
-0.33
YTD Return
2.5%
3yr Return
6.7%
1yr Return
6.2%
Total Assets
$6M
6M Money Flow
-$787K
Target-Date 2055
Expense Ratio
0.50%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
6.9%
Total Assets
$6M
6M Money Flow
$1M
Diversified Emerging Mkts
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
-0.15
YTD Return
6.1%
3yr Return
4.4%
1yr Return
6.8%
Total Assets
$7M
6M Money Flow
$888K
Target-Date 2030
Expense Ratio
0.46%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
6.5%
Total Assets
$7M
6M Money Flow
$2M
Target-Date 2045
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
6.9%
Total Assets
$7M
6M Money Flow
$1M
Target-Date 2050
Expense Ratio
0.50%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
6.9%
Total Assets
$8M
6M Money Flow
$2M
Large Value
Expense Ratio
0.38%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
5.6%
Total Assets
$8M
6M Money Flow
$1M
Health
Expense Ratio
0.40%
TTM Yield
1.6%
3yr Sharpe
-0.44
YTD Return
-2.0%
3yr Return
-16.4%
1yr Return
3.3%
Total Assets
$8M
6M Money Flow
-$118K
Target-Date 2040
Expense Ratio
0.49%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
6.9%
Total Assets
$8M
6M Money Flow
$2M
Target-Date 2015
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.15
YTD Return
2.4%
3yr Return
9.6%
1yr Return
7.0%
Total Assets
$8M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
6.3%
Total Assets
$9M
6M Money Flow
$806K
Target-Date 2020
Expense Ratio
0.47%
TTM Yield
2.7%
3yr Sharpe
-0.22
YTD Return
2.3%
3yr Return
7.9%
1yr Return
6.4%
Total Assets
$9M
6M Money Flow
$859K
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
$2M
Diversified Emerging Mkts
Expense Ratio
0.38%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
-
Diversified Emerging Mkts
Expense Ratio
0.60%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
-
Foreign Large Blend
Expense Ratio
0.55%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
7.4%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
-