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.
38 funds available
| Fund Name | Symbol | Category | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | FXAIX | Large Blend | 0.00% | +13.56% | +20.46% | +12.55% | $859.2K | 13.05% |
| Fidelity Contra Fund | FCNTX | Large Growth | 0.01% | +16.52% | +25.44% | +13.96% | $177.3K | 15.70% |
| Fidelity Total Market Index Fund | FSKAX | Total Market | 0.00% | +13.78% | +20.24% | +11.70% | $142.2K | 13.40% |
| Fidelity Blue Chip Growth Fund | FBGRX | Large Growth | 0.01% | +22.21% | +28.81% | +13.89% | $102.6K | 20.51% |
| Fidelity Growth Co Fund | FDGRX | Large Growth | 0.01% | +29.21% | +32.17% | +15.43% | $97.8K | 20.36% |
| Fidelity International Index Fund | FSPSX | International Large Blend | 0.00% | +13.30% | +16.70% | +9.87% | $88.5K | 15.67% |
| Fidelity U.S. Bond Index Fund | FXNAX | Intermediate Core Bond | 0.00% | -3.32% | +2.98% | -0.75% | $69.5K | 3.96% |
| Fidelity Balanced Fund | FBALX | Balanced | 0.01% | +11.23% | +15.64% | +8.75% | $66.0K | 9.72% |
| Fidelity Mid Cap Index Fund | FSMDX | Large Blend | 0.00% | +13.21% | +15.99% | +7.89% | $53.1K | 13.72% |
| Fidelity Select Semiconductors Portfolio | FSELX | Technology | 0.01% | +71.16% | +56.62% | +32.41% | $44.9K | 42.48% |
| Fidelity Total Bond Fund | FTBFX | Intermediate-Term Bond | 0.01% | -3.57% | +3.46% | -0.08% | $41.8K | 3.97% |
| Fidelity Advisor Total Bond Fund Class I | FEPIX | Intermediate Core-Plus Bond | 0.01% | -3.52% | +3.46% | -0.13% | $41.8K | 3.94% |
| Fidelity Total Market Index Fund | FZROX | Total Market | 0.00% | +13.79% | +20.30% | +11.87% | $41.0K | 13.36% |
| Fidelity Extended Market Index Fund Premium Class | FSMAX | Mid-Cap Blend | 0.00% | +12.69% | +17.70% | +6.49% | $40.1K | 17.77% |
| Fidelity Select Technology | FSPTX | Technology | 0.01% | +48.65% | +37.28% | +20.07% | $37.0K | 26.38% |
| Fidelity Magellan Fund | FMAGX | Large Growth | 0.01% | +5.75% | +16.48% | +8.03% | $36.5K | 17.01% |
| Fidelity Freedom 2035 Fund | FFTHX | Target-Date 2035 | 0.01% | +10.41% | +14.99% | +7.50% | $34.7K | 11.19% |
| Fidelity Small Cap Index Fund | FSSNX | Large Blend | 0.00% | +14.61% | +17.73% | +6.77% | $34.5K | 18.79% |
| Fidelity Puritan | FPURX | Balanced | 0.01% | +10.77% | +15.36% | +8.41% | $33.4K | 11.59% |
| Fidelity NASDAQ Composite Index Fund | FNCMX | Large Growth | 0.00% | +16.91% | +24.82% | +12.74% | $28.0K | 18.80% |
| Fidelity Total International Index Fund | FTIHX | International Large Blend | 0.00% | +17.34% | +18.73% | +9.80% | $26.6K | 16.56% |
| Fidelity Freedom 2050 Fund | FFFHX | Target-Date 2050 | 0.01% | +16.08% | +19.31% | +10.32% | $26.1K | 14.74% |
| Fidelity Low-Priced Stock Fund | FLPSX | Mid-Cap Value | 0.01% | +12.65% | +13.42% | +9.35% | $24.7K | 12.16% |
| 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% | +13.55% | +20.62% | +12.38% | $19.4K | 13.17% |
| Fidelity Growth & Income | FGRIX | Large Blend | 0.01% | +11.64% | +19.29% | +14.06% | $15.0K | 11.14% |
| Fidelity Intermediate Municipal Income Fund | FLTMX | Muni National Intermediate | 0.00% | -3.02% | +1.70% | +0.35% | $13.9K | 2.84% |
| Fidelity ZERO International Index Fund | FZILX | International Large Blend | 0.01% | +18.61% | +19.49% | +10.49% | $13.0K | 16.85% |
| Fidelity Inflation-Protected Bond Index Fund | FIPDX | Inflation-Protected Bond | 0.00% | -3.63% | +2.69% | -0.69% | $11.8K | 3.72% |
| Fidelity Value | FDVLX | Large Value | 0.01% | +18.95% | +16.16% | +10.83% | $10.5K | 15.65% |
| Fidelity Diversified International Fund | FDIVX | Foreign Large Blend | 0.01% | +15.56% | +17.11% | +7.13% | $9.8K | 19.06% |
| Fidelity Small Cap Growth Fund | FCPGX | Small Growth | 0.01% | +15.27% | +20.94% | +7.23% | $8.9K | 22.63% |
| Fidelity Select Medical Technology and Devices Portfolio | FSMEX | Health | 0.01% | +3.26% | +10.07% | -0.81% | $3.3K | 20.76% |
| Fidelity Real Estate Investment Portfolio | FRESX | Real Estate | 0.01% | +3.76% | +7.21% | +1.20% | $3.3K | 13.70% |
| Fidelity Select Consumer Staples Portfolio | FDFAX | Consumer | 0.01% | +7.21% | +4.48% | +4.98% | $1.3K | 14.37% |
| Fidelity Select Construction and Housing Portfolio | FSHOX | Consumer | 0.01% | -6.56% | +8.98% | +4.65% | $605 | 21.29% |
| Fidelity Small Cap Enhanced Index Fund | FCPEX | Small Cap Blend | 0.01% | +26.45% | +17.52% | +7.23% | $482 | 20.00% |
| Forester Value Fund | FVALX | Large Value | 0.01% | -1.02% | +8.07% | +4.74% | $4 | 7.72% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.
