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 0.02% | 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 | |
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 | |
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 | |
Expense Ratio 0.56% | ||||||||
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 | |
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 | |
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 | |
Expense Ratio 0.17% | TTM Yield 4.3% | 3yr Sharpe -0.47 | YTD Return 3.1% | 3yr Return 3.2% | 1yr Return 6.6% | Total Assets $72B | 6M Money Flow $4B | |
Expense Ratio 0.47% | TTM Yield 0.3% | 3yr Sharpe 0.25 | YTD Return -11.2% | 3yr Return 35.7% | 1yr Return 7.5% | Total Assets $64B | 6M Money Flow -$348M | |
Expense Ratio 0.40% | ||||||||
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 | |
Expense Ratio 0.76% Expense Ratio 0.51% Expense Ratio 1.01% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.54 | YTD Return 3.0% | 3yr Return 2.0% | 1yr Return 6.0% | Total Assets $62B | 6M Money Flow $2B | |
Expense Ratio 0.04% | TTM Yield 3.0% | 3yr Sharpe 0.15 | YTD Return 8.6% | 3yr Return 21.6% | 1yr Return 7.5% | Total Assets $56B | 6M Money Flow $2B | |
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 | |
Expense Ratio 0.01% | TTM Yield 2.8% | 3yr Sharpe 0.05 | YTD Return 6.9% | 3yr Return 15.7% | 1yr Return 8.1% | Total Assets $52B | 6M Money Flow $3B | |
Expense Ratio 0.47% | TTM Yield 1.8% | 3yr Sharpe 0.12 | YTD Return -1.9% | 3yr Return 18.8% | 1yr Return 7.2% | Total Assets $52B | 6M Money Flow -$2B | |
Expense Ratio 0.39% Expense Ratio 0.52% Expense Ratio 1.02% Expense Ratio 0.39% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.38% | TTM Yield 2.4% | 3yr Sharpe 0.13 | YTD Return 8.3% | 3yr Return 20.3% | 1yr Return 7.9% | Total Assets $46B | 6M Money Flow $2B | |
Expense Ratio 0.35% | TTM Yield 4.5% | 3yr Sharpe -0.49 | YTD Return 3.2% | 3yr Return 2.7% | 1yr Return 6.7% | Total Assets $41B | 6M Money Flow -$2B | |
Expense Ratio 0.44% | TTM Yield 4.4% | 3yr Sharpe -0.43 | YTD Return 3.0% | 3yr Return 4.4% | 1yr Return 6.6% | Total Assets $39B | 6M Money Flow -$2B | |
Expense Ratio 0.36% Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.03% | TTM Yield 1.2% | 3yr Sharpe 0.02 | YTD Return -1.8% | 3yr Return 15.8% | 1yr Return 6.1% | Total Assets $38B | 6M Money Flow $2B | |
Expense Ratio 0.04% | TTM Yield 0.5% | 3yr Sharpe -0.08 | YTD Return -6.9% | 3yr Return 9.8% | 1yr Return 4.2% | Total Assets $37B | 6M Money Flow -$4B | |
Expense Ratio 0.47% | TTM Yield 0.2% | 3yr Sharpe 0.26 | YTD Return -4.3% | 3yr Return 31.5% | 1yr Return 6.5% | Total Assets $34B | 6M Money Flow -$937M | |
Expense Ratio 0.35% | ||||||||
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 | |
Expense Ratio 0.76% Expense Ratio 1.51% Expense Ratio 0.51% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.51 | YTD Return -3.1% | 3yr Return 45.6% | 1yr Return 11.8% | Total Assets $32B | 6M Money Flow -$4B | |
Expense Ratio 0.04% | TTM Yield 0.4% | 3yr Sharpe 0.30 | YTD Return -8.4% | 3yr Return 35.3% | 1yr Return 10.6% | Total Assets $30B | 6M Money Flow $4B | |
Expense Ratio 0.56% | TTM Yield 2.2% | 3yr Sharpe -0.02 | YTD Return 1.9% | 3yr Return 13.4% | 1yr Return 6.9% | Total Assets $30B | 6M Money Flow -$3B | |
Expense Ratio 0.36% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.48% | TTM Yield 1.8% | 3yr Sharpe 0.16 | YTD Return -3.0% | 3yr Return 20.8% | 1yr Return 6.3% | Total Assets $30B | 6M Money Flow -$967M | |
Expense Ratio 0.40% | ||||||||
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 | |
Expense Ratio 0.66% | ||||||||
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 | |
Expense Ratio 1.03% Expense Ratio 1.28% Expense Ratio 1.78% Expense Ratio 0.78% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.12 | YTD Return 1.3% | 3yr Return 19.6% | 1yr Return 7.4% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.45% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.54 | YTD Return 3.0% | 3yr Return 2.1% | 1yr Return 6.1% | Total Assets $27B | 6M Money Flow $1B | |
Expense Ratio 0.60% | TTM Yield 1.9% | 3yr Sharpe 0.06 | YTD Return 1.7% | 3yr Return 16.3% | 1yr Return 7.1% | Total Assets $27B | 6M Money Flow -$2B | |
Expense Ratio 0.40% Expense Ratio 0.69% | ||||||||
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 | |
Expense Ratio 0.03% | TTM Yield 1.1% | 3yr Sharpe -0.17 | YTD Return -7.9% | 3yr Return 2.7% | 1yr Return 0.5% | Total Assets $24B | 6M Money Flow -$909M | |
Expense Ratio 0.08% | TTM Yield 2.1% | 3yr Sharpe 0.09 | YTD Return 0.9% | 3yr Return 18.2% | 1yr Return 8.5% | Total Assets $24B | 6M Money Flow $788M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.1% | 3yr Sharpe 0.09 | YTD Return 0.5% | 3yr Return 17.5% | 1yr Return 7.5% | Total Assets $24B | 6M Money Flow $748M | |
Expense Ratio 0.36% | TTM Yield 2.3% | 3yr Sharpe -0.11 | YTD Return 4.1% | 3yr Return 7.5% | 1yr Return 7.5% | Total Assets $23B | 6M Money Flow $4B | |
Expense Ratio 0.08% | TTM Yield 2.3% | 3yr Sharpe 0.03 | YTD Return 1.2% | 3yr Return 15.3% | 1yr Return 8.0% | Total Assets $23B | 6M Money Flow $794M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.03 | YTD Return 0.9% | 3yr Return 14.7% | 1yr Return 7.2% | Total Assets $23B | 6M Money Flow $792M | |
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 0.48% | TTM Yield 2.3% | 3yr Sharpe 0.12 | YTD Return 7.5% | 3yr Return 19.8% | 1yr Return 7.3% | Total Assets $23B | 6M Money Flow -$944M | |
Expense Ratio 0.08% | TTM Yield 2.4% | 3yr Sharpe -0.04 | YTD Return 1.6% | 3yr Return 12.8% | 1yr Return 7.7% | Total Assets $22B | 6M Money Flow $368M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.3% | 3yr Sharpe -0.04 | YTD Return 1.2% | 3yr Return 12.3% | 1yr Return 6.9% | Total Assets $22B | 6M Money Flow $376M | |
Expense Ratio 0.89% | TTM Yield 2.1% | 3yr Sharpe 0.06 | YTD Return 0.0% | 3yr Return 17.5% | 1yr Return 0.2% | Total Assets $22B | 6M Money Flow -$4B | |
Expense Ratio 0.82% | ||||||||