The Mutual Fund Evaluator is a powerful tool that makes it easy for you to filter, sort, and compare funds until you find exactly what you’re looking for. Watch this video to learn more about how to get started.
Mutual funds can be a popular choice among investors because they generally offer the following features: Professional Management, Diversification, affordability, and liquidity.
As you might expect, fees and expenses vary from fund to fund. A fund with high costs must perform better than a low-cost fund to generate the same returns. Even small differences in fees can translate into large differences in returns over time.
Take special note of the capital gains distributions section. Mutual funds may keep some of their long-term capital gains and pay taxes on those undistributed amounts. You must report your share of these unpaid distributions as long-term capital gains, even though you did not actually receive a distribution.
For virtually every investing goal and every appetite for risk there is an appropriate type of mutual fund. This lesson covers different types of mutual funds and may help you choose the fund or funds that best meet your investing needs.
Domestic stock funds can be one element of an investment portfolio, a balanced portfolio will include investments in other areas as well. Funds are available for almost any investment objective.
As with any investment, international investing carries risks, including some unique to international markets, such as currency risk or changes to economic, political, or regulatory conditions.
Before making an investment decision, leverage the Mutual Fund Library pages to locate information such as: Morningstar Ratings, dividend and capital gain history, total returns, and top 10 holdings. This video provides an overview of how to get started with data analysis on the Mutual Fund Library.
With hundreds of funds available finding the right fund for you can be daunting. The Mutual Fund Evaluator makes it easy to filter, sort and compare funds until you find exactly what you're looking for. Use criteria such as: low charges, level of risk or independently top rated funds.
An introduction to mutual funds and Fidelity’s tools
- Article What are mutual funds?
- Article Mutual fund fees & expenses
- Article Mutual fund taxes
- Article Types of mutual funds
- Article What are domestic stock funds?
- Article What are international & global stock funds?
- Video Using the mutual fund library to evaluate funds
- Video Conducting mutual fund research with the fund evaluator
Mutual Funds at Fidelity
Investing with Fidelity gives you access to over 10,000 funds from hundreds of fund companies, making it easy to find the right funds for any investment need.
Use our Mutual Fund Evaluator to search among thousands of funds available through Fidelity, filtering and sorting for a range of performance criteria and fund characteristics, including ratings from Morningstar and other independent experts.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.