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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, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
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.
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.
This list includes all management costs and other fee information for Fidelity Investments Funds.
This page includes relevant dividend information on Fidelity Investments Funds.
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.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Fidelity Investments Funds.
This list includes asset allocation proportions of the underlying holdings for Fidelity Investments Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Fidelity® 500 Index Fund||Other (FXAIX)||U.S. Large-Cap Blend Equity||$214,881.79||14.32%||8.68%||0.02%||10.75|
|Fidelity® Government Cash Reserves||Other (FDRXX)||Money Market||$154,642.21||0.00%||37.45%||0.38%||12.76|
|Fidelity® Government Money Market Fund||Other (FGMXX)||Money Market||$142,502.59||0.00%||39.37%||0.42%||12.35|
|Fidelity® Investments Money Market Funds Government Portfolio||A (FIGXX)||Money Market||$135,225.97||2.19%||3.64%||0.21%||16.35|
|Fidelity® Contrafund® Fund||No Load (FCNTX)||U.S. Large-Cap Growth Equity||$116,340.39||6.27%||55.07%||0.82%||29.14|
|Fidelity® Investments Money Market Funds Money Market Portfolio||Other (FMPXX)||Money Market||$70,744.71||2.36%||1.15%||0.21%||12.43|
|Fidelity® Total Market Index Fund||Other (FFSMX)||U.S. Large-Cap Blend Equity||$61,246.88||6.20%||51.57%||0.02%||15.09|
|Fidelity® Money Market Fund||Other (SPRXX)||Money Market||$50,957.29||0.00%||24.81%||0.42%||12.35|
|Fidelity® U.S. Bond Index Fund||Other (FUBFX)||Intermediate-Term Bond||$45,627.58||4.55%||84.96%||0.03%||4.87|
|Strategic Advisers® Core Income Fund||Other (FPCIX)||Intermediate-Term Bond||$42,380.44||11.28%||9.73%||0.30%||1.71|
|Fidelity® Institutional Money Market Funds Money Market Portfolio||Inst (FMMXX)||Money Market||$41,905.88||0.24%||22.89%||0.15%||8.93|
|Fidelity® Growth Company Fund||No Load (FDGRX)||U.S. Large-Cap Growth Equity||$41,307.24||11.15%||38.27%||0.85%||22.84|
|Fidelity® Series Investment Grade Bond Fund||Inst (FSIGX)||U.S. Investment-Grade Bond||$34,101.84||11.72%||3.69%||0.00%||11.07|
|Fidelity® Balanced Fund||No Load (FBALX)||North America||$34,007.04||9.65%||18.74%||0.53%||11.09|
|Fidelity Freedom® 2030 Fund||Other (FFFEX)||Target Date||$33,146.37||4.41%||53.91%||0.69%||8.34|
|Fidelity® Investments Money Market Funds Treasury Portfolio||A (FISXX)||Money Market||$30,162.21||2.18%||3.93%||0.21%||16.35|
|Fidelity® Low-Priced Stock Fund||No Load (FLPSX)||Mid-Cap Value Equity||$28,912.86||-3.83%||54.55%||0.52%||29.86|
|Fidelity® International Index Fund||Inst (FSPSX)||International and Foreign Large-Cap Blend Equity||$28,589.23||9.88%||32.42%||0.05%||10.8|
|Fidelity Freedom® 2025 Fund||Other (FFTWX)||Target Date||$27,958.43||4.69%||51.90%||0.65%||8.34|
|Strategic Advisers® Fidelity® U.S. Total Stock Fund||Other (FCTDX)||U.S. Large-Cap Blend Equity||$27,521.31||11.00%||26.72%||0.42%||1.62|
|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 $2,814,837M in assets under management. The average expense ratio from all mutual funds is 0.42%. 67.03% 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 8.9 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.
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