Fidelity Mutual Funds
Fidelity Investments is one of the largest privately held financial services companies in the United States, offering a broad range of mutual funds across all asset classes. Known for its deep research capabilities and zero-expense-ratio index funds, Fidelity serves millions of investors with innovative and cost-competitive products.
29 funds available
| Fund Name | Symbol | Category | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | FXAIX | Large Blend | 0.01% | +21.27% | +20.26% | +13.20% | $791.7K | 12.07% |
| Fidelity Contra Fund | FCNTX | Large Growth | 0.01% | +15.96% | +25.21% | +13.88% | $172.7K | 14.16% |
| Fidelity Total Market Index Fund | FSKAX | Total Market | 0.01% | +21.11% | +19.82% | +11.90% | $131.7K | 12.45% |
| Fidelity Blue Chip Growth Fund | FBGRX | Large Growth | 0.01% | +30.90% | +28.71% | +14.35% | $95.3K | 17.64% |
| Fidelity Growth Co Fund | FDGRX | Large Growth | 0.01% | +44.15% | +31.10% | +16.24% | $90.7K | 17.83% |
| Fidelity International Index Fund | FSPSX | International Large Blend | 0.01% | +18.73% | +16.16% | +9.04% | $81.5K | 14.84% |
| Fidelity U.S. Bond Index Fund | FXNAX | Intermediate Core Bond | 0.00% | +2.84% | +3.82% | -0.15% | $68.0K | 4.02% |
| Fidelity Balanced Fund | FBALX | Balanced | 0.01% | +18.61% | +15.66% | +8.92% | $63.8K | 8.72% |
| Fidelity Mid Cap Index Fund | FSMDX | Large Blend | 0.00% | +15.78% | +14.65% | +7.46% | $50.0K | 13.55% |
| Fidelity Select Semiconductors Portfolio | FSELX | Technology | 0.01% | +110.57% | +53.71% | +38.20% | $43.1K | 32.33% |
| Fidelity Extended Market Index Fund Premium Class | FSMAX | Mid-Cap Blend | 0.01% | +19.64% | +16.73% | +5.12% | $42.3K | 17.27% |
| Fidelity Advisor Total Bond Fund Class I | FEPIX | Intermediate Core-Plus Bond | 0.01% | +3.03% | +4.57% | +0.58% | $42.3K | 3.96% |
| Fidelity Magellan Fund | FMAGX | Large Growth | 0.01% | +2.97% | +17.30% | +9.71% | $37.1K | 14.41% |
| Fidelity Total Market Index Fund | FZROX | Total Market | 0.02% | +21.13% | +19.87% | +12.10% | $36.3K | 12.43% |
| Fidelity Puritan | FPURX | Balanced | 0.01% | +16.74% | +15.47% | +8.73% | $32.9K | 9.82% |
| Fidelity Small Cap Index Fund | FSSNX | Large Blend | 0.01% | +32.29% | +16.41% | +5.81% | $32.6K | 19.24% |
| Fidelity Select Technology | FSPTX | Technology | 0.02% | +53.27% | +34.02% | +19.75% | $32.1K | 21.46% |
| Fidelity NASDAQ Composite Index Fund | FNCMX | Large Growth | 0.01% | +29.75% | +24.91% | +13.56% | $25.7K | 16.43% |
| Fidelity Total International Index Fund | FTIHX | International Large Blend | 0.01% | +25.10% | +18.11% | +8.34% | $23.5K | 14.26% |
| Fidelity Extended Market Index Fund | FSEVX | Large Growth | 0.00% | +1.50% | +12.30% | +12.30% | $21.3K | 17.60% |
| Fidelity ZERO Large Cap Index Fund | FNILX | Large Blend | 0.01% | +20.57% | +20.44% | +12.85% | $17.5K | 12.14% |
| Fidelity Growth & Income | FGRIX | Large Blend | 0.00% | +17.07% | +19.18% | +13.44% | $14.8K | 10.84% |
| Fidelity Diversified International Fund | FDIVX | Foreign Large Blend | 0.01% | +17.32% | +15.48% | +7.15% | $14.5K | 16.89% |
| Fidelity ZERO International Index Fund | FZILX | International Large Blend | 0.01% | +26.28% | +18.70% | +8.93% | $10.8K | 14.59% |
| Fidelity Value | FDVLX | Large Value | 0.01% | +26.79% | +16.44% | +10.11% | $9.7K | 16.36% |
| Fidelity Small Cap Growth Fund | FCPGX | Large Growth | 0.01% | +29.79% | +18.08% | +6.70% | $8.4K | 21.20% |
| Fidelity Select Medical Technology and Devices Portfolio | FSMEX | Health | 0.00% | -15.02% | -4.04% | -5.07% | $3.0K | 17.73% |
| Fidelity Select Construction and Housing Portfolio | FSHOX | Consumer | 0.00% | +7.48% | +11.16% | +9.35% | $707 | 20.02% |
| Forester Value Fund | FVALX | Large Value | 0.01% | +9.19% | +8.83% | +4.27% | $4 | 6.70% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.
