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Help Finding Funds

There are a number of ways to choose funds, whether you:

  • Would like Fidelity to select and monitor your investments for you.
  • Prefer to select funds yourself, supporting your decisions with guidance from investment professionals along the way.
  • Want to take an active role in building and managing your own portfolio, using our screening tools and independent research.

Portfolio Advisory Services 1
Our investment professionals will evaluate your current financial situation and goals, then help create and implement an investment plan designed to help you meet those goals.

Single-Fund Strategies
These funds help take the guesswork out of diversification. Fidelity-managed options include:

Fund Picks from Fidelity®
Each quarter, our experts evaluate every fund available through Fidelity, including those managed by other fund companies, and seek to identify those with the highest risk-adjusted performance within their investment category over the past three years.

Predefined Screens for the Mutual Fund Evaluator
We have categorized all funds available through Fidelity into specific investment objectives. You can choose a screen from any of these objectives and use our Mutual Fund Evaluator to compare funds that meet the specific filtering criteria.

Guided Portfolio Summary (GPS)
Fidelity Guided Portfolio SummarySM provides a comprehensive view of one or more accounts across your portfolio. It provides on-demand analytics, visual flags to highlight areas that may need your attention, and quick links to access tools and research.

Mutual Fund Evaluator 4
Use this award-winning5 tool 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.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Fidelity Portfolio Advisory Service is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPT"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPT and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
2. Strategic Advisers, Inc., a subsidiary of FMR LLC., manages the Fidelity Freedom Funds. The fund is subject to the volatility of the financial markets, including that of equity and fixed income investments. Fixed income investments entail issuer default and credit risk, inflation risk, and interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Principal invested is not guaranteed at any time, including at or after retirement.
3. Each Income Replacement Funds' investment objective is intended to support a payment strategy through the Smart Payment Program ("SPP"). Please consult the fund's prospectus for more details.
4. The Fund Evaluator is provided to help self-directed investors evaluate mutual funds based on their own needs and circumstances. The criteria entered is at the sole discretion of the user and any information obtained should not be considered an offer to buy or sell, a solicitation of an offer to buy, or a recommendation for any securities. You acknowledge that your requests for information are unsolicited and shall neither constitute, nor be considered as investment advice by Fidelity Brokerage Services, LLC., Fidelity Distributors Corporation, or their affiliates (collectively, "Fidelity").
5. Fidelity Investments' Mutual Fund Evaluator was awarded a "Gold" award by Corporate Insights for 2011.
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