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 1479 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 2050 Fund - Class KFNSBXTarget-Date 2050
11.57%180.650%HighRetirement, Large$0
Fidelity Puritan FundFPURXModerate Allocation
9.21%160.470%Below AverageNo Load$0
Fidelity Advisor Hedged Equity Fund - Class ZFEQZXEquity Hedged
8.34%400.500%LowInstitutional$0
Fidelity Freedom 2060 Fund - Class K6FVTKXTarget-Date 2060
11.91%140.450%AverageRetirement, Large$0
Fidelity Advisor Communication Services Fund - Class AFGDMXCommunications
2.60%430.940%LowFront Load$0
Fidelity Advisor Capital & Income Fund - Class IFAHCXHigh Yield Bond
4.02%20.930%HighInstitutional$0
Fidelity ContrafundFCNTXLarge Growth
11.46%220.740%AverageNo Load$0
Fidelity Advisor Stock Selector Small Cap Fund - Class AFCDAXSmall Blend
10.67%801.130%Below AverageFront Load$0
Fidelity Advisor Sustainable Target Date 2045 Fund - Class ZFSYSXTarget-Date 2045
11.39%40.390%AverageInstitutional$0
Fidelity Freedom 2055 Fund - Premier ClassFFPHXTarget-Date 2055
——0.370%Below AverageInstitutional$1B
Fidelity Puritan Fund - Class KFPUKXModerate Allocation
9.30%150.400%LowRetirement, Large$0
Fidelity Freedom 2030 Fund - Premier ClassFFPBXTarget-Date 2030
——0.340%Below AverageInstitutional$1B
Fidelity Advisor OTC Fund - Class CFOTGXLarge Growth
25.03%21.810%Above AverageLevel Load$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class AFYMAXGlobal Moderate Allocation
8.54%310.730%LowFront Load$0
Fidelity Freedom 2045 Fund - Class K6FJTKXTarget-Date 2045
11.48%20.450%AverageRetirement, Large$0
Fidelity Advisor® Balanced Fund Class MFBAQXModerate Allocation
10.19%111.010%AverageFront Load$0
Fidelity Advisor Mega Cap Stock Fund - Class CFGRCXLarge Blend
10.87%661.630%Below AverageLevel Load$0
Fidelity Large Cap Stock K6 FundFCLKXLarge Blend
11.00%650.450%Below AverageRetirement, Large$0
Fidelity Advisor Equity Growth Fund - Class IEQPGXLarge Growth
10.03%270.660%AverageInstitutional$0
Fidelity Advisor Worldwide Fund - Class ZFIQOXGlobal Large-Stock Growth
11.98%140.690%LowInstitutional$0
Fidelity Advisor Sustainable Multi-Asset Fund - Class MFYMMXGlobal Moderate Allocation
8.30%350.980%AverageFront Load$0
Fidelity Advisor Focused Emerging Markets Fund - Class AFAMKXDiversified Emerging Mkts
14.28%421.170%LowFront Load$0
Fidelity Series Blue Chip Growth FundFSBDXLarge Growth
14.79%110.000%LowNo Load$0
Fidelity China Region FundFHKCXGreater China Region
21.82%30.910%Below AverageNo Load$0
Fidelity Advisor Capital & Income Fund - Class MFAHYXHigh Yield Bond
3.74%21.170%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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