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 Series Blue Chip Growth FundFSBDXLarge Growth
15.27%100.000%LowNo Load$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class MFYMMXGlobal Moderate Allocation
8.30%330.980%AverageFront Load$0
Fidelity Advisor Blue Chip Growth Fund - Class MFBCEXLarge Growth
13.57%151.260%HighFront Load$0
Fidelity Freedom Index 2040 Fund - Premier II ClassFAVOXTarget-Date 2040
9.35%300.040%LowInstitutional$5B
Fidelity Freedom 2065 Fund - Premier ClassFFPKXTarget-Date 2065
——0.370%Below AverageInstitutional$1B
Fidelity Advisor Mega Cap Stock Fund - Class MFTGRXLarge Blend
12.20%501.110%Above AverageFront Load$0
Fidelity Freedom 2055 Fund - Premier ClassFFPHXTarget-Date 2055
——0.370%Below AverageInstitutional$1B
Fidelity Advisor Capital & Income Fund - Class IFAHCXHigh Yield Bond
4.35%20.930%HighInstitutional$0
Fidelity New Millennium FundFMILXLarge Blend
14.22%180.760%AverageNo Load$0
Fidelity Advisor Sustainable Target Date 2045 Fund - Class ZFSYSXTarget-Date 2045
11.73%50.390%AverageInstitutional$0
Fidelity OTC PortfolioFOCPXLarge Growth
26.63%10.780%AverageNo Load$0
Fidelity Advisor Capital & Income Fund - Class CFAHEXHigh Yield Bond
3.53%31.930%HighLevel Load$0
Fidelity Advisor Capital & Income Fund - Class MFAHYXHigh Yield Bond
4.13%21.170%HighFront Load$0
Fidelity Freedom 2050 Fund - Class KFNSBXTarget-Date 2050
12.02%100.650%HighRetirement, Large$0
Fidelity Advisor OTC Fund - Class CFOTGXLarge Growth
25.57%11.810%Above AverageLevel Load$0
Fidelity Puritan FundFPURXModerate Allocation
9.08%180.470%Below AverageNo Load$0
Fidelity Select Pharmaceuticals PortfolioFPHAXHealth
16.56%290.670%LowNo Load$0
Fidelity Freedom 2030 Fund - Premier ClassFFPBXTarget-Date 2030
——0.340%Below AverageInstitutional$1B
Fidelity China Region FundFHKCXGreater China Region
24.56%30.910%Below AverageNo Load$0
Fidelity Advisor China Region Fund - Class MFHKTXGreater China Region
24.00%41.430%Above AverageFront Load$0
Fidelity Freedom 2045 Fund - Class K6FJTKXTarget-Date 2045
11.94%10.450%AverageRetirement, Large$0
Fidelity Multi-Asset Income FundFMSDXModerately Conservative Allocation
10.18%10.660%AverageNo Load$0
Fidelity Telecom and Utilities FundFIUIXUtilities
−2.06%940.680%LowNo Load$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class AFYMAXGlobal Moderate Allocation
8.54%300.730%LowFront Load$0
Fidelity Advisor Semiconductors Fund - Class AFELAXTechnology
44.60%130.910%LowFront 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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