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 Advisor Hedged Equity Fund - Class ZFEQZXEquity Hedged
9.95%320.500%LowInstitutional$0
Fidelity Series Floating Rate High Income FundFFHCXBank Loan—3.67%130.000%LowInstitutional$0
Fidelity Advisor Blue Chip Growth Fund - Class MFBCEXLarge Growth
21.47%131.260%HighFront Load$0
Fidelity Advisor Blue Chip Growth Fund - Class AFBCCXLarge Growth
21.70%121.010%AverageFront Load$0
Fidelity Advisor Focused Emerging Markets Fund - Class AFAMKXDiversified Emerging Mkts
22.93%611.170%LowFront Load$0
Fidelity New Millennium FundFMILXLarge Blend
18.66%80.760%AverageNo Load$0
Fidelity Large Cap Stock K6 FundFCLKXLarge Blend
12.26%650.450%Below AverageRetirement, Large$0
Fidelity Freedom 2060 Fund - Class K6FVTKXTarget-Date 2060
14.61%80.450%AverageRetirement, Large$0
Fidelity Advisor Multi-Asset Income Fund - Class MFAZYXModerately Conservative Allocation
12.12%20.940%AverageFront Load$0
Fidelity Multi-Asset Income FundFMSDXModerately Conservative Allocation
12.38%10.660%AverageNo Load$0
Fidelity Advisor China Region Fund - Class MFHKTXGreater China Region
33.61%41.430%Above AverageFront Load$250
Fidelity China Region FundFHKCXGreater China Region
34.18%30.910%Below AverageNo Load$0
Fidelity Advisor Asset Manager 40% - Class AFFNAXGlobal Moderately Conservative Allocation
6.49%80.780%LowFront Load$0
Fidelity Freedom Index 2040 Fund - Premier II ClassFAVOXTarget-Date 2040
10.64%250.040%LowInstitutional$5B
Fidelity Freedom 2065 Fund - Premier ClassFFPKXTarget-Date 2065
——0.370%Below AverageInstitutional$1B
Fidelity Advisor Sustainable Target Date 2045 Fund - Class ZFSYSXTarget-Date 2045
13.71%40.390%AverageInstitutional$0
Fidelity Advisor Semiconductors Fund - Class AFELAXTechnology
68.94%100.910%LowFront Load$0
Fidelity Advisor Worldwide Fund - Class ZFIQOXGlobal Large-Stock Growth
18.39%100.690%LowInstitutional$0
Fidelity OTC PortfolioFOCPXLarge Growth
35.50%20.780%AverageNo Load$0
Fidelity OTC Portfolio - Class KFOCKXLarge Growth
35.58%20.710%HighRetirement, Large$0
Fidelity Freedom 2055 Fund - Premier ClassFFPHXTarget-Date 2055
——0.370%Below AverageInstitutional$1B
Fidelity Puritan FundFPURXModerate Allocation
10.78%120.470%Below AverageNo Load$0
Fidelity Series Blue Chip Growth FundFSBDXLarge Growth
23.38%90.000%LowNo Load$0
Fidelity Select Pharmaceuticals PortfolioFPHAXHealth
13.44%380.670%LowNo Load$0
Fidelity Advisor Capital & Income Fund - Class AFAHDXHigh Yield Bond
6.01%21.180%HighFront 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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