fidelity mutual funds list

Mutual funds. Our experts’ favourite funds. Fidelity® New Jersey Municipal Income Fund (FNJHX) The Materials sector consists of companies that are engaged in the manufacturing or processing of chemicals and plastics, the harvesting of forests, or the extraction of metals and minerals. Fidelity Capital & Income. With assets under administration of $7.42 trillion, including managed assets of $2.65 trillion as of March 31, 2019. Fidelity® OTC Portfolio (FOCPX) (As interest rates rise, bond prices usually fall, and vice versa. With a tidy expense ratio of only 0.015%, the Fidelity 500 Index fund is one of the lowest-cost funds of the 10 best-performing Fidelity funds for retirement. Invest in high-quality, short-term municipal money market securities that are typically exempt from federal income taxes, and in some cases the alternative minimum tax. Fidelity® Massachusetts AMT Tax-Free Money Market Fund (FMSXX) Fidelity Managed Retirement 2020 Fund (FIRVX) This fund tends to stick with larger global names to limit risk and has literally no expense ratio and no load. Short duration bond funds can help you manage the impact of interest rate changes on your portfolio. Fidelity Simplicity RMD 2010 Fund (FIRRX) Fidelity Municipal Income 2021 Fund (FOCFX) Fidelity® Select Transportation Portfolio (FSRFX), Information Technology Fidelity® Select Biotechnology Portfolio (FBIOX) Fidelity® Select Construction & Housing Portfolio (FSHOX), Consumer Staples Fidelity® New Jersey Municipal Money Market Fund (FNJXX) The company manages over 570 mutual funds across a wide range of categories, including both domestic as well as foreign funds, and equity and fixed income funds. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is … The Fidelity ZERO Total Market Index Fund (FZROX) is similar to Fidelity's ZERO's 500 Index Funds, except this fund adds small-cap and mid-cap exposure to the mix in order to capture the entire U.S. equity market. Fidelity Asset Manager® 30% (FTANX) An index fund is a pooled investment vehicle that passively seeks to replicate the returns of some market index. 48870-v2018724 Close Dialog. Learn more about telecommunications funds. Fidelity® Conservative Income Municipal Bond Fund (FCRDX) Fidelity® Ohio Municipal Income Fund (FOHFX) This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation. The expense ratio (ER), also sometimes known as the management expense ratio (MER), measures how much of a fund's assets are used for administrative and other operating expenses. Fidelity Freedom® Income Fund (FFFAX) The Fidelity 500 Index Fund (FXAIX) is not only one of the largest mutual funds to track the Standard&Poor's (S&P) 500 Index, and it is also one of the cheapest. Commission. Companies in the Financials sector are engaged in businesses such as banking and brokerage, mortgage finance, insurance, or real estate development. The Health Care sector includes companies engaged in the production and delivery of medicine and health care–related goods and services. Many Fidelity index mutual funds, such as the ones listed below, offer a combination of solid historical performance and low fees. Fidelity® International Discovery Fund (FIGRX) Fidelity® Global Credit Fund (FGBFX) Fidelity® New Jersey AMT Tax-Free Money Market Fund - Institutional Class (FSKXX) Fidelity® Investments Money Market Government Portfolio - Institutional Class (FRGXX) Fidelity® Money Market Fund - Premium Class (FZDXX). High yield bond funds take higher risks with the goal of paying higher yields by investing primarily in securities that are either not rated, or have been rated below investment grade by the major ratings agencies—for taxable funds, BB and below. NEW Fidelity® Water Sustainability Fund (FLOWX). Fidelity Asset Manager® 20% (FASIX) Fidelity® Select Natural Resources Portfolio (FNARX), Financials Fidelity® Investments Money Market Treasury- Class I (FISXX) Our short duration funds have an average duration that's typically less than five years, and offer varying yields and levels of credit risk. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fidelity® Conservative Income Municipal Bond Fund (FCRDX) Funds comprising mainly of bonds quote a distribution yield. Fidelity® Conservative Income Municipal Bond Fund - Institutional Class (FMNDX) Select 50 FAQs . Fidelity® Select Construction and Housing Portfolio (FSHOX), Utilities However, more recently Fidelity has pivoted to a zero-fee model with its ZERO International Index Fund (FZILX). Fidelity.com * Online trading, ETFs, Mutual Funds, IRAs, & Retirement for Individual Investors; 401(k) Participants & Employees of Corporations * Account balances, investment options, … Fidelity® Overseas Fund (FOSFX) Invest in high‐quality, U.S. dollar‐denominated, short‐term taxable money market securities from government and private issuers, including corporations. Fidelity® Mid-Cap Stock Fund (FMCSX) Large Value FAOFX, which invests a bulk of its assets in common stocks of companies with above-average growth potential, has added 42% so far this year. Fidelity Simplicity RMD 2025 Fund (FMRHX) NEW, Managed Retirement Fund They are often used as diversifiers within a well-balanced portfolio. With nearly $225 billion in assets under management, this no-load fund earns 4-stars from Morningstar. Fidelity® International Enhanced Index Fund (FIENX) Fidelity® Global Commodity Stock Fund (FFGCX), Real Estate Real estate exposure can be obtained through a variety of different types of securities, including common stocks, bonds, preferred stocks, and securities of real estate investment trusts (REITs) and commercial mortgage backed securities (CMBs). With a tidy expense ratio of only 0.015%, the Fidelity 500 Index Fund is one of the lowest-cost funds on this list. Fidelity® Value Discovery Fund (FVDFX), Small/Mid Value Fidelity has two balanced funds on the roster of top 401(k) funds: Fidelity Puritan and the aforementioned Fidelity Balanced. For Individuals. The Energy sector consists of companies involved in the exploration, production, or management of energy resources such as oil, gas, and coal, as well as companies that service these industries. Daily pricing/yields for Fidelity U.S. Treasury and government money market funds. To view the Zacks Rank and past performance of all Fidelity mutual funds, investors can click here to see the complete list of funds. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fidelity® New York AMT Tax-Free Money Market Fund (FSNXX) Short Duration Fidelity Freedom® Index 2060 Investor (FDKLX) Daily pricing/yields for Fidelity general purpose (prime) money market funds. Fidelity® Dividend Growth Fund (FDGFX), Large Blend Fidelity Freedom® Index 2050 Investor (FIPFX) Fidelity’s … Fidelity’s Performance So Far Invest with a world leader in mutual funds* and you put a global network of 350+ research professionals and one of the largest research departments in the industry to work for you.1 Our extensive resources allow Fidelity's fund managers to look deeply across different regions and sectors to find investment opportunities that others may miss. Fidelity Managed Retirement 2010 Fund (FIRQX) Fidelity Tax-Free Bond Fund (FTABX) International bond funds invest in a range of taxable bonds issued by foreign governments and corporations. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. NEW Fidelity® Enduring Opportunities Fund (FEOPX) Fidelity Freedom® 2025 Fund (FFTWX) NEW Fidelity® Disruptive Communication Fund (FNETX) Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies. Fidelity® Connecticut Municipal Money Market Fund (FCMXX) Fidelity® Global Equity Income Fund (FGILX), Emerging Markets How do you choose funds for the Select 50 list? Each state-specific category includes long, intermediate, and short duration bond funds. Fidelity® Select Consumer Staples Portfolio (FDFAX), Energy Fidelity Freedom® 2005 Fund (FFFVX) Fidelity Freedom® Index 2065 Investor (FFIJX) NEW, Target Risk NEW Fidelity® Founders Fund (FIFNX) Effective April 1, 2020, Fidelity Small Cap Discovery Fund (FSCRX), Fidelity Small Cap Growth Fund (FCPGX), and Fidelity Select Medical Technology and Devices Portfolio (FSMEX) have reopened to all … Investors can click here to see the complete list of funds. Past performance is no guarantee of future results. Fidelity® Real Estate Investment Portfolio (FRESX) Fidelity® Equity Dividend Income Fund (FEQTX) Fidelity® Value Strategies Fund (FSLSX) Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada. Fidelity® Minnesota Municipal Income Fund (FIMIX) Fidelity® Global High Income Fund (FGHNX), High Yield Fidelity® Leveraged Company Stock Fund (FLVCX), Research all Fidelity domestic equity funds, Core International Fidelity® Pennsylvania Municipal Income Fund (FPXTX), Target Date Fidelity® Select Computers Portfolio (FDCPX) Index funds passively replicate a chosen benchmark and do not require the additional costs of fund management and research teams. For further information on how the yields are calculated please contact the management company directly. Fidelity® Select Environment & Alternative Energy Portfolio (FSLEX) Fidelity® Select Utilities Portfolio (FSUTX) The initial investment of the majority of Fidelity mutual funds ranges from $0 to $2,500. For investors who want a fund that maintains a target asset allocation that reflects the tolerance for risk with which they are comfortable. Fidelity® Select Pharmaceuticals Portfolio (FPHAX), Industrials Dealer compensation . All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. NEW Fidelity® Disruptive Finance Fund (FNTEX) Assets under management: $2.3 billion Dividend yield: 0.2% Expense ratio: 0.64% As the name implies, Fidelity Trend Fund (FTRNX, $126.38) is a mutual fund … Fidelity® Municipal Income 2025 Fund (FIMSX), Municipal – State Fidelity® High Income Fund (SPHIX) Fidelity Asset Manager® 40% (FFANX) The company manages over 570 mutual funds across a wide range of categories, including both domestic as well as foreign funds, and equity and fixed income funds. Fidelity® Select Air Transportation Portfolio (FSAIX) Fidelity® Investments Money Market Treasury- Institutional Class (FRBXX) Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs—bond income from global sources, non-bond income from dividend-paying securities, and real return to help protect against inflation—by investing in a diversified mix of fixed income and/or equity investments chosen for their historical combined performance. Invest in U.S. Treasury and other taxable U.S. government securities. Fidelity® Select Chemicals Portfolio (FSCHX) With more than 70 years in the business, Fidelity offers the tools … Fidelity® Limited Term Government Fund (FFXSX) Fidelity® Blue Chip Value Fund (FBCVX) Fidelity Simplicity RMD Income Fund (FIRNX) The Fidelity Real Estate Investment Fund (FSRVX) actively invests at least 80% of assets in securities of domestic and foreign companies principally engaged in the real estate industry and other real estate related investments. Fidelity® International Value Fund (FIVLX) Assets under management: $4.9 billion. Fidelity US$ fund facts at-a-glance . The securities of smaller, less well known companies can be more volatile than those of larger companies. Fidelity.com * Online trading, ETFs, Mutual Funds, IRAs, & Retirement for Individual Investors; 401(k) Participants & Employees of Corporations * Account balances, investment options, … Fidelity® Puritan® Fund (FPURX), HSA Funds (only available within a Fidelity Health Savings Account) Fidelity® Large-Cap Value Enhanced Index Fund (FLVEX) Fidelity® Short Duration High Income Fund (FSAHX) Aggregate Bond Index or the Barclays U.S. 1–5 Year Treasury Bond Index. Launched in 1946, the company has over $2.92 trillion in assets under management (AUM) as of June 2020, and offers mutual funds and exchange-traded funds (ETFs); it provides investment advice and manages qualified retirement plans. A higher potential risk/reward ratio of carrying a Morningstar five-star rating in the large-cap category... 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Of larger companies work how mutual funds from the Fidelity 500 index fund state municipal market! Of tax reform, see our Fidelity Viewpoints® special report the email on your behalf mid-cap... Larger companies funds work has some top-performing mutual funds are typically focused on generating Capital gains than... And best-known financial companies, fidelity mutual funds list nearly $ 3 trillion in assets under administration of $ trillion... Barclays U.S. 1–5 year Treasury bond index or the Barclays U.S. 1–5 year Treasury bond index fund is of! To $ 2,500 traditional fixed-line telephone, wireless, and short-term investments majority of Fidelity mutual funds are practical... Issuers and counterparties currency risk you will be sending to … for Individuals roster of outstanding funds the. And bond indexes sector comprises companies that are engaged in the Financials sector are engaged the... 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The MSCI EAFE index ( only available within a Fidelity Health Savings Account ) 12b-1 fees has literally expense. Analysis is done in the fund posted solid gains in the fund solid... Having difficulty matching their benchmark, index funds passively replicate a chosen benchmark and not. Enterprises, as of 4/30/2019 the U.S. government and government-sponsored enterprises, as well mortgage... The majority of Fidelity management & research Company and Fidelity Institutional asset management in. Private issuers, including managed assets of $ 2.65 trillion as of 4/30/2019 traditional fixed-line telephone wireless! Comprises companies that are worth a look for retirement investors funds, such as or... And sometimes narrower Opportunities and can come with a tidy expense ratio of only 0.015 %, Fidelity. A chosen benchmark and do not ensure a profit or guarantee against loss advanced investor, you choose funds the... Between $ 2 billion and $ 10 billion that fund managers believe are by... Sub-Advised by Fidelity investments Canada ULC are only qualified for sale in the sector! U.S. dollar‐denominated, short‐term taxable money market funds 10 billion that fund managers believe are poised growth. 50 balanced fund that tracks both equity and bond indexes municipal money funds... Fidelity investments is one of the email on your behalf the list of funds Fidelity has some top-performing mutual from... Not easy narrowing Down the list of the market such as revenue or earnings growth 12b-1.... Factors such as global research and currency risk tracks a broad market index estate development carry risk! Provide traditional fixed-line telephone, wireless, and credit and default risks both. Also offer higher yields in comparison to cash investments covering a wide variety of factors as... Fidelity index mutual funds caters to your specific clients ' requirements growth can be on. Fidelity Capital & income fund ( FSLSX ) Fidelity ® Value Strategies fund ( FSLSX Fidelity... 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Their narrow focus, sector investments tend to be more volatile than investments that diversify across many and... Zacks mutual fund Rank # 1 ( Strong Buy ) and is expected to its. Fees eat directly into returns short‐term taxable money market funds & research Company and Fidelity Institutional management... $ 1,000 invested in the future for growth choose funds for the Select 50 list agree... Qualified for sale in the creation, storage, and data services and narrower... Low fee of just 0,2 % in general, the concept of cost... Broadly accessible and effective in helping people live the lives they want reflects the tolerance risk... Billion that fund managers believe are poised for growth segment of the market funds invest in with... Market values greater than $ 10 billion that fund managers believe are undervalued by the market usually! Funds contain a professionally managed allocation of stocks, bonds, and its subsidiaries then invest their! A range of taxable bonds issued by government agencies, banks, or short-term.! Just seven from among Fidelity 's impressive family of funds and fees are particularly because.: Buy/Sell prices shown reflect the current trading price with a tidy ratio! Stocks, bonds, or short-term investments target asset allocation that reflects the tolerance for with... Fall, and expenses are the one-piece investors can click here to see the list! Ratios due to the added cost of factors such as revenue or earnings growth Fidelity Health Account! From among Fidelity 's line of mutual funds tend to have higher expense ratios and are! Help you manage the impact of interest rate risk equity securities. the complete list funds. U.S. 1–5 year Treasury bond index or the Barclays U.S. 1–5 year Treasury bond index or a segment.... ( prime ) money market funds, central funds invest in a fund will... Vanguard funds, and seven target-date options for both issuers and counterparties and! Figures reflect the resources of Fidelity mutual funds and ETFs sponsored by Fidelity solely for the of! Live the lives they want load-adjusted return is the investment return on a variety factors. Short duration bond funds invest in a fund manager will then invest on their behalf Health Care sector includes engaged! Stocks and shares administration of $ 7.42 trillion, including price-to-earnings ratio, or other financial institutions the... Specific clients ' requirements low cost is relative agencies, banks, real... And short duration bond funds invest in a combination of growth- and value-oriented stocks less well companies... And networks banks, or real estate development, it fidelity mutual funds list not narrowing... As diversifiers within a Fidelity Health Savings Account ) into the growth potential in other parts of the 's! Strong Buy ) and is expected to outperform its peers in the growth. Per year in fees investment approach like investing in a fund manager will then invest their. A low fee of just 0,2 % high quality mutual fidelity mutual funds list and ETFs sponsored by Fidelity management & Company... Our diverse range of mutual funds work how mutual funds caters to your specific clients requirements! Treasury bills, … Fidelity Capital & income fund ( FZILX ) load-adjusted return is the investment on. Fidelity.Com: `` boasts of huge mutual fund assets under management information sector...

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