Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 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.
Share Class Type
1 to 25 of 129 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity 500 Index | FXAIX | Large Blend | 16.31% | 26 | 0.015% | Low | No Load | — | ||
| Fidelity Advisor Balanced A | FABLX | Moderate Allocation | 10.51% | 12 | 0.790% | Low | Front Load | — | ||
| Fidelity Advisor Balanced I | FAIOX | Moderate Allocation | 10.63% | 11 | 0.540% | Low | Institutional | — | ||
| Fidelity Advisor Balanced M | FAIGX | Moderate Allocation | 10.35% | 12 | 1.030% | Average | Front Load | — | ||
| Fidelity Advisor Balanced Z | FZAAX | Moderate Allocation | 10.74% | 9 | 0.410% | Low | Institutional | — | ||
| Fidelity Advisor China Region A | FHKAX | China Region | 16.68% | 3 | 1.190% | Low | Front Load | — | ||
| Fidelity Advisor China Region C | FCHKX | China Region | 16.19% | 4 | 1.940% | Below Average | Level Load | — | ||
| Fidelity Advisor China Region I | FHKIX | China Region | 16.81% | 3 | 0.910% | Below Average | Institutional | — | ||
| Fidelity Advisor China Region M | FHKTX | China Region | 16.50% | 4 | 1.440% | Above Average | Front Load | — | ||
| Fidelity Advisor China Region Z | FIQFX | China Region | 16.89% | 3 | 0.780% | Low | Institutional | — | ||
| Fidelity Advisor Communication ServicesA | FGDMX | Communications | 20.87% | 9 | 0.990% | Low | Front Load | — | ||
| Fidelity Advisor Communication ServicesC | FGHMX | Communications | 20.41% | 10 | 1.740% | Low | Level Load | — | ||
| Fidelity Advisor Communication ServicesI | FGJMX | Communications | 21.02% | 8 | 0.710% | Below Average | Institutional | — | ||
| Fidelity Advisor Communication ServicesM | FGEMX | Communications | 20.71% | 9 | 1.240% | Average | Front Load | — | ||
| Fidelity Advisor Communication ServicesZ | FGKMX | Communications | 21.09% | 7 | 0.580% | Low | Institutional | — | ||
| Fidelity Advisor Convertible Secs Z | FIQVX | Convertibles | 3.38% | 30 | 0.660% | Low | Institutional | — | ||
| Fidelity Advisor Dividend Growth Z | FZADX | Large Value | 20.46% | 1 | 0.570% | Below Average | Institutional | — | ||
| Fidelity Advisor Emerg Mkts Discv A | FEDAX | Diversified Emerging Mkts | 0.92% | 90 | 1.300% | Below Average | Front Load | — | ||
| Fidelity Advisor Emerg Mkts Discv I | FEDIX | Diversified Emerging Mkts | 1.09% | 90 | 1.050% | Average | Institutional | — | ||
| Fidelity Advisor Emerg Mkts Discv Z | FIQGX | Diversified Emerging Mkts | 1.10% | 90 | 0.930% | Below Average | Institutional | — | ||
| Fidelity Advisor Equity Growth A | EPGAX | Large Growth | 24.30% | 21 | 0.930% | Below Average | Front Load | — | ||
| Fidelity Advisor Equity Growth I | EQPGX | Large Growth | 24.43% | 21 | 0.680% | Average | Institutional | — | ||
| Fidelity Advisor Equity Growth Z | FZAFX | Large Growth | 24.47% | 21 | 0.590% | Below Average | Institutional | — | ||
| Fidelity Advisor Global Equity Inc Z | FIQQX | Global Large-Stock Blend | 9.48% | 50 | 0.900% | Average | Institutional | — | ||
| Fidelity Advisor High Income Advtg A | FAHDX | High Yield Bond | 5.12% | 2 | 1.000% | Average | Front Load | — |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank