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Fidelity Investments Corporate Statistics – Assets


Customer assets		 
 Mutual fund assets under management$1,549.4 billion
 Trust/other assets under management1$198.2 billion
 Total managed assets$1,747.6 billion
 Other record-kept and administered assets$2,375.7 billion
 Total customer assets at Fidelity$4,123.3 billion

Mutual fund assets by investment objective		 
 Equity mutual fund assets$872.0 billion
 High-Income mutual fund assets$86.3 billion
 Bond mutual fund assets$256.6 billion
 Money Market mutual fund assets$420.8 billion

Mutual fund asset mix		 
 Equity mutual funds56%
 Bond mutual funds17%
 Money Market mutual funds27%

Market share for Fidelity mutual funds, by open-end assets2
(source: Strategic Insight Simfund FI, as of 03/31/13)
 		11.8%
 
 		Updated March 31, 2013

1 Includes assets of sub-advised mutual funds, stable value products, partnerships, and state cash pools.
2 Excludes VIP, ETF, and closed-end funds.

*Unless otherwise noted, all figures include Fidelity Investments Canada assets.

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