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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 25 of 183 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 Advisor® Balanced Fund Class MFBAQXModerate Allocation
10.18%81.010%AverageFront Load$0
Fidelity Advisor Equity Growth Fund - Class IEQPGXLarge Growth
15.37%240.660%AverageInstitutional$0
Fidelity Advisor Communication Services Fund - Class AFGDMXCommunications
9.20%280.940%LowFront Load$0
Fidelity Select Pharmaceuticals PortfolioFPHAXHealth
12.52%410.670%LowNo Load$0
Fidelity Advisor Asset Manager 40% - Class AFFNAXGlobal Moderately Conservative Allocation
6.05%100.780%LowFront Load$0
Fidelity Advisor Blue Chip Growth Fund - Class AFBCCXLarge Growth
19.05%121.010%AverageFront Load$0
Fidelity OTC Portfolio - Class KFOCKXLarge Growth
32.03%20.710%HighRetirement, Large$0
Fidelity Diversified International K6 FundFKIDXForeign Large Growth
10.95%220.600%Below AverageRetirement, Large$0
Fidelity Series Blue Chip Growth FundFSBDXLarge Growth
20.67%100.000%LowNo Load$0
Fidelity Advisor Stock Selector Small Cap Fund - Class AFCDAXSmall Blend
12.04%641.130%Below AverageFront Load$0
Fidelity Freedom 2030 Fund - Premier ClassFFPBXTarget-Date 2030
——0.340%Below AverageInstitutional$1B
Fidelity Advisor Blue Chip Growth Fund - Class MFBCEXLarge Growth
18.83%131.260%HighFront Load$0
Fidelity Advisor Capital & Income Fund - Class IFAHCXHigh Yield Bond
5.70%20.930%HighInstitutional$0
Fidelity Advisor China Region Fund - Class MFHKTXGreater China Region
32.91%41.430%Above AverageFront Load$250
Fidelity Small Cap Growth FundFCPGXSmall Growth
16.46%150.860%Below AverageNo Load$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class AFYMAXGlobal Moderate Allocation
9.39%200.730%LowFront Load$0
Fidelity Advisor Sustainable Target Date 2045 Fund - Class ZFSYSXTarget-Date 2045
12.82%40.390%AverageInstitutional$0
Fidelity China Region FundFHKCXGreater China Region
33.46%30.910%Below AverageNo Load$0
Fidelity Advisor Capital & Income Fund - Class AFAHDXHigh Yield Bond
5.47%21.180%HighFront Load$0
Fidelity Advisor Multi-Asset Income Fund - Class MFAZYXModerately Conservative Allocation
12.35%20.940%AverageFront Load$0
Fidelity Advisor Semiconductors Fund - Class AFELAXTechnology
64.75%100.910%LowFront Load$0
Fidelity Freedom 2045 Fund - Class K6FJTKXTarget-Date 2045
12.98%10.450%AverageRetirement, Large$0
Fidelity OTC PortfolioFOCPXLarge Growth
31.92%20.730%AverageNo Load$0
Fidelity Advisor Mega Cap Stock Fund - Class MFTGRXLarge Blend
12.06%511.110%Above AverageFront Load$0
Fidelity Freedom 2065 Fund - Premier ClassFFPKXTarget-Date 2065
——0.370%Below AverageInstitutional$1B

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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