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 2065 Fund - Premier ClassFFPKXTarget-Date 2065
——0.370%Below AverageInstitutional$1B
Fidelity Advisor Mega Cap Stock Fund - Class MFTGRXLarge Blend
13.03%541.110%Above AverageFront Load$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class AFYMAXGlobal Moderate Allocation
10.15%210.730%LowFront Load$0
Fidelity Advisor Capital & Income Fund - Class MFAHYXHigh Yield Bond
5.85%11.170%HighFront Load$0
Fidelity Freedom 2045 Fund - Class K6FJTKXTarget-Date 2045
14.10%20.450%AverageRetirement, Large$0
Fidelity Puritan Fund - Class KFPUKXModerate Allocation
11.02%110.400%LowRetirement, Large$0
Fidelity Advisor Blue Chip Growth Fund - Class MFBCEXLarge Growth
20.20%141.260%HighFront Load$0
Fidelity Advisor Semiconductors Fund - Class AFELAXTechnology
62.64%100.910%LowFront Load$0
Fidelity Advisor Capital & Income Fund - Class AFAHDXHigh Yield Bond
5.78%21.180%HighFront Load$0
Fidelity Freedom 2060 Fund - Class K6FVTKXTarget-Date 2060
14.79%50.450%AverageRetirement, Large$0
Fidelity Multi-Asset Income FundFMSDXModerately Conservative Allocation
13.13%10.660%AverageNo Load$0
Fidelity Advisor Large Cap Stock Fund - Class AFLAFXLarge Blend
12.27%671.010%AverageFront Load$0
Fidelity Advisor Stock Selector Small Cap Fund - Class AFCDAXSmall Blend
11.75%731.130%Below AverageFront Load$0
Fidelity China Region FundFHKCXGreater China Region
33.79%30.910%Below AverageNo Load$0
Fidelity Puritan FundFPURXModerate Allocation
10.97%120.470%Below AverageNo Load$0
Fidelity OTC PortfolioFOCPXLarge Growth
34.50%20.780%AverageNo Load$0
Fidelity Advisor Communication Services Fund - Class AFGDMXCommunications
10.31%260.940%LowFront Load$0
Fidelity Advisor OTC Fund - Class CFOTGXLarge Growth
33.42%21.810%Above AverageLevel Load$0
Fidelity Advisor Capital & Income Fund - Class CFAHEXHigh Yield Bond
5.26%21.930%HighLevel Load$0
Fidelity Freedom 2055 Fund - Premier ClassFFPHXTarget-Date 2055
——0.370%Below AverageInstitutional$1B
Fidelity Advisor Focused Emerging Markets Fund - Class AFAMKXDiversified Emerging Mkts
22.15%591.170%LowFront Load$0
Fidelity Advisor Multi-Asset Income Fund - Class MFAZYXModerately Conservative Allocation
12.87%20.940%AverageFront Load$0
Fidelity Small Cap Growth FundFCPGXSmall Growth
16.56%160.860%Below AverageNo Load$0
Fidelity Series Floating Rate High Income FundFFHCXBank Loan—3.35%200.000%LowInstitutional$0
Fidelity OTC Portfolio - Class KFOCKXLarge Growth
34.61%20.710%HighRetirement, Large$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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