Fund House • US
Fidelity Investments
Boston, MA
• Est. 1991
6
Funds Listed
$79.5B
Total AUM
1
Asset Classes
US
Domicile
Fund Performance at a Glance
16.4%
Avg 1Y Return
2
Low / Mod Risk
6
Equity Funds
0
Fixed Income
0
Multi-Asset
All Funds (6)
| Fund Name | Category | NAV | 1Y Return | AUM (M) | Risk | Benchmark |
|---|---|---|---|---|---|---|
|
Fidelity Investments Biotech & Healthcare Fund
Sectoral - Healthcare
|
Equity | $96.1 | 13.5% | $4790M | Moderately High | S&P 500 Health Care Index |
|
Fidelity Investments Digital Innovation Fund
Sectoral - Technology
|
Equity | $153.2 | 20.0% | $8500M | High | NASDAQ-100 Index |
|
Fidelity Investments NASDAQ-100 Index Fund
Sectoral - Technology
|
Equity | $94.0 | 20.0% | $39000M | High | NASDAQ-100 Index |
|
Fidelity Investments Tax-Advantaged Equity Fund
Tax-Advantaged
|
Equity | $33.2 | 11.5% | $8840M | Moderate | S&P 500 Index |
|
Fidelity Investments Technology Sector Fund
Sectoral - Technology
|
Equity | $38.5 | 20.0% | $9350M | High | NASDAQ-100 Index |
|
Fidelity Investments US Large Cap Alpha Fund
Large Cap Growth
|
Equity | $191.0 | 13.2% | $20180M | Moderate | S&P 500 Growth Index |
Category Breakdown
Equity
6
Risk Profile Distribution
| Risk Level | Funds | Avg 1Y Return |
|---|---|---|
| Moderate | 2 | 12.3% |
| Moderately High | 1 | 13.5% |
| High | 3 | 20.0% |
About Fidelity Investments
A diversified financial services company providing investment management, retirement planning, and brokerage services worldwide.
US Domicile
Est. 1991
SEC Registered
Institutional Grade
Key Facts
HeadquartersBoston, MA
DomicileUS
Founded1991
Total AUM$79.5B
Funds Listed6
CurrencyUSD
Industry Recognition
Morningstar Overall
Lipper Leader
Consistent Return
ESG Score
AA (MSCI)
PRI Signatory
Yes
Regulatory & Compliance
RegulatorSEC / FINRA
UCITS CompliantSelected funds
ERISA EligibleYes
401(k) AvailableMost funds
IRA AvailableAll funds
Past performance is not indicative of future results. All investments involve risk,
including the possible loss of principal. Performance data shown is for illustrative
purposes only. Please read the fund prospectus carefully before investing.