Fidelity® Mutual Funds Win 14 Lipper Awards

11 Active Fidelity Mutual Funds Recognized by Lipper for Strong Long-Term Risk-Adjusted Returns

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BOSTON — Fidelity Investments®, one of the largest and most diversified global asset management firms with more than $2.2 trillion in managed assets1, today announced that 11 Fidelity mutual funds won a total of 14 U.S. Lipper Fund Awards.

The honors are given to individual mutual funds that have outperformed peers based on risk-adjusted, consistent return. Lipper designates award-winning funds in most individual classifications for the three-, five-, and 10-year periods. Fidelity's 14 awards among 11 Fidelity mutual funds in 2017 continue a strong history of Lipper Fund Award recognition across asset classes and investment styles.

"Our deep bench of investment professionals is devoted to delivering strong, consistent investment performance on behalf of our clients and fund shareholders," said Charlie Morrison, president of Asset Management for Fidelity Investments. "We are honored to have our team's commitment recognized by Lipper and will continue to focus on providing the best customer experience in the financial services industry by helping our customers achieve their long-term investing goals."

The 11 Fidelity mutual funds recognized by Lipper range across a variety of asset classes and styles from equities, fixed income and asset allocation to international, high income and sector funds.

Sector Funds

Asset Allocation Funds

Domestic and International Equity Funds

High Income Funds

Bond Funds

About The Lipper Fund Awards

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. For more information, please contact markets.awards@thomsonreuters.com or visit http://www.lipperfundawards.com/.

About Fidelity Investments

Fidelity's mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $6.0 trillion, including managed assets of $2.2 trillion as of February 28, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients' money. Privately held for 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about.

Our Company

Personal Investing

We provide financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors.

Workplace Investing

We work with employers to build benefit programs for their employees, and provide recordkeeping, investments, and servicing in defined contribution, defined benefit, health & welfare, and stock plan services.

Fidelity Institutional

We bring sophisticated technology and highly personalized service together to offer clearing, custody, investment products, brokerage, and trading services to a wide range of financial firms.

Fidelity Institutional Asset Management

Fidelity Institutional Asset Management is a distribution organization dedicated to the institutional marketplace. It serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

Fidelity Charitable

Fidelity Charitable is an independent public charity that allows donors to establish a dedicated donor-advised fund to support their favorite charities in the short term and create a systematic plan for longer term philanthropic goals.

Fidelity Labs

Fidelity Labs explores emerging technology and harnesses innovation to benefit Fidelity's businesses and customers.

Discovery Ventures Program

The Discovery Ventures Program is a program focused on startups looking to grow their businesses in the financial services industry. The program is designed to help participating companies better understand how to engage with large enterprises so that they can accelerate their sales into large enterprises and significantly increase their growth.

Careers at Fidelity

Fidelity Careers Sales, relationship management, product, marketing, technology, operations, and corporate functions


Asset Management Careers Investment management and support