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Fidelity Investments Funds

  • Net Assets
  • $2.71 T
  • Oldest Fund Launched In
  • 1930
  • # of Funds | Share Classes
  • 472   |   1296
  • AVG Manager Tenure
  • 8.9 years
  • Expense range
  • 0.0% - 6.3% AVG: 0.4%
  • % of no load funds
  • 67%

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Overview

This is a list of Fidelity Investments Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, dividend yield, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Fidelity Investments Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Fidelity Investments Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Fidelity Investments Funds.

Dividend

This page includes relevant dividend information on Fidelity Investments Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Fidelity Investments Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Fidelity Investments Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Fidelity Investments Funds.

Fund Name Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Div Yield Exp Ratio Primary Manager Tenure (yrs)
/funds/fxaix-fidelity-500-index/ /categories/equity-funds/us-equity-funds/us-large-cap-blend-equity-funds/ $202,582.42 2.93% 10.99% 0.00% 0.02% 10.59
/funds/fdrxx-fidelity-government-cash-reserves/ /categories/bond-funds/money-market-funds/ $147,423.89 0.00% 22.89% 1.14% 0.38% 12.59
/funds/spaxx-fidelity-government-mmkt/ /categories/bond-funds/money-market-funds/ $133,342.85 0.00% 70.33% 0.96% 0.42% 12.18
/funds/figxx-fidelity-inv-mm-fds-government-i/ /categories/bond-funds/money-market-funds/ $131,871.70 0.00% 79.08% 1.09% 0.21% 16.18
/funds/fcntx-fidelity-contrafund/ /categories/equity-funds/us-equity-funds/us-large-cap-growth-equity-funds/ $117,528.83 -5.80% 49.76% 0.00% 0.82% 28.97
/funds/fmpxx-fidelity-inv-mm-fds-money-market-i/ /categories/bond-funds/money-market-funds/ $66,154.84 0.00% 46.07% 1.80% 0.21% 12.26
/funds/ffsmx-fidelity-total-market-index-f/ /categories/equity-funds/us-equity-funds/us-large-cap-blend-equity-funds/ $61,246.88 -0.94% 30.97% 0.00% 0.02% 15.09
/funds/sprxx-fidelity-money-market/ /categories/bond-funds/money-market-funds/ $47,895.91 0.00% 8.55% 1.07% 0.42% 12.18
/funds/fubfx-fidelity-us-bond-index-f/ /categories/bond-funds/bond-duration-funds/intermediate-term-bond-funds/ $45,627.58 3.14% 89.39% 1.40% 0.03% 4.87
/funds/fdgrx-fidelity-growth-company/ /categories/equity-funds/us-equity-funds/us-large-cap-growth-equity-funds/ $42,956.34 -5.46% 48.13% 0.00% 0.85% 22.68
/funds/fpcix-strategic-advisers-core-income/ /categories/bond-funds/bond-duration-funds/intermediate-term-bond-funds/ $41,993.03 6.05% 25.76% 0.93% 0.30% 1.54
/funds/fmmxx-fidelity-instl-mm-fds-money-mkt-f/ /categories/bond-funds/money-market-funds/ $41,905.88 0.00% 97.94% 0.00% 0.15% 8.93
/funds/fbalx-fidelity-balanced/ /categories/all-funds/international-and-foreign-funds/north-america-funds/ $33,406.82 -5.04% 76.88% 0.39% 0.53% 10.92
/funds/fffex-fidelity-freedom-2030/ /categories/all-funds/strategy-funds/target-date-funds/ $32,206.23 -3.83% 64.20% 0.00% 0.69% 8.18
/funds/fisxx-fidelity-inv-mm-fds-treasury-i/ /categories/bond-funds/money-market-funds/ $29,956.08 0.00% 70.04% 1.07% 0.21% 16.18
/funds/flpsx-fidelity-low-priced-stock/ /categories/equity-funds/strategy-equity-funds/mid-cap-value-equity-funds/ $28,080.64 -13.15% 83.33% 0.00% 0.62% 29.7
/funds/fsigx-fidelity-series-investment-grade-bond/ /categories/bond-funds/us-bond-funds/us-investment-grade-bond-funds/ $27,855.75 5.88% 22.17% 1.76% 0.00% 10.9
/funds/fbgrx-fidelity-blue-chip-growth/ /categories/equity-funds/us-equity-funds/us-large-cap-growth-equity-funds/ $27,566.30 -1.92% 30.41% 0.00% 0.72% 10.17
/funds/fftwx-fidelity-freedom-2025/ /categories/all-funds/strategy-funds/target-date-funds/ $27,236.43 -2.37% 51.22% 0.00% 0.65% 8.18
/funds/fpurx-fidelity-puritan/ /categories/all-funds/international-and-foreign-funds/north-america-funds/ $26,990.84 -10.62% 92.49% 0.39% 0.54% 16.01
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Fidelity Investments is a company that sells mutual funds with $2,712,822M in assets under management. The average expense ratio from all mutual funds is 0.42%. 66.98% of all the mutual funds are no load funds. The oldest fund launched was in 1930; Fidelity® Fund (FFIDX). The average manager tenure for all managers at Fidelity Investments is 8.95 years. The company offers investors 472 mutual funds, in terms of the number of individual fund symbols.


In addition to mutual funds, the company also issues exchange-traded funds (ETFs), annuities, certificates of deposit (CDs), bonds, and other investment vehicles. Fidelity Investments has its headquarters in Boston, Massachusetts. It was founded in 1946 by Edward C. Johnson II. At the time the company’s name was Fidelity Management and Research Company, which has since then changed to Fidelity Investments.

Headquarters

Boston, Massachusetts