Morningstar

Fidelity Mutual Funds

View all of Fidelity’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Fidelity Mutual Funds List

1 to 25 of 1485 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Fidelity Freedom 2060 Fund - Class K6FVTKXTarget-Date 2060
13.59%50.450%AverageRetirement, Large$0
Fidelity Freedom 2050 Fund - Class KFNSBXTarget-Date 2050
13.11%100.650%HighRetirement, Large$0
Fidelity Multi-Asset Income FundFMSDXModerately Conservative Allocation
12.60%10.660%AverageNo Load$0
Fidelity Advisor Communication Services Fund - Class AFGDMXCommunications
9.20%280.940%LowFront Load$0
Fidelity Advisor Hedged Equity Fund - Class ZFEQZXEquity Hedged
8.47%380.500%LowInstitutional$0
Fidelity Advisor® Balanced Fund Class MFBAQXModerate Allocation
10.18%81.010%AverageFront Load$0
Fidelity Advisor Large Cap Stock Fund - Class AFLAFXLarge Blend
10.68%621.010%AverageFront Load$0
Fidelity Select Pharmaceuticals PortfolioFPHAXHealth
12.52%410.670%LowNo Load$0
Fidelity Freedom 2030 Fund - Premier ClassFFPBXTarget-Date 2030
——0.340%Below AverageInstitutional$1B
Fidelity Advisor Asset Manager 40% - Class AFFNAXGlobal Moderately Conservative Allocation
6.05%100.780%LowFront Load$0
Fidelity Advisor Mega Cap Stock Fund - Class MFTGRXLarge Blend
12.06%511.110%Above AverageFront Load$0
Fidelity Advisor China Region Fund - Class MFHKTXGreater China Region
32.91%41.430%Above AverageFront Load$250
Fidelity Large Cap Stock K6 FundFCLKXLarge Blend
11.16%580.450%Below AverageRetirement, Large$0
Fidelity Worldwide FundFWWFXGlobal Large-Stock Growth
17.16%90.770%Below AverageNo Load$0
Fidelity Series Blue Chip Growth FundFSBDXLarge Growth
20.67%100.000%LowNo Load$0
Fidelity Mid Cap Value K6 FundFCMVXMid-Cap Value
20.04%80.450%LowRetirement, Large$0
Fidelity Freedom 2045 Fund - Class K6FJTKXTarget-Date 2045
12.98%10.450%AverageRetirement, Large$0
Fidelity Series Opportunistic Insights FundFVWSXLarge Growth
10.47%450.000%LowNo Load$0
Fidelity Advisor Worldwide Fund - Class ZFIQOXGlobal Large-Stock Growth
17.19%90.690%LowInstitutional$0
Fidelity Freedom Index 2040 Fund - Premier II ClassFAVOXTarget-Date 2040
9.73%250.040%LowInstitutional$5B
Fidelity Advisor Mega Cap Stock Fund - Class CFGRCXLarge Blend
11.63%551.630%Below AverageLevel Load$0
Fidelity Advisor OTC Fund - Class CFOTGXLarge Growth
30.85%21.810%Above AverageLevel Load$0
Fidelity Advisor Semiconductors Fund - Class AFELAXTechnology
64.75%100.910%LowFront Load$0
Fidelity China Region FundFHKCXGreater China Region
33.46%30.910%Below AverageNo Load$0
Fidelity Advisor Multi-Asset Income Fund - Class MFAZYXModerately Conservative Allocation
12.35%20.940%AverageFront Load$0

Fidelity Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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