13 Fidelity Mutual Funds Win a Total of 19 U.S. Lipper Fund Awards

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The 2021 U.S. Lipper Fund Awards are given to individual mutual funds that have outperformed peers based on risk-adjusted, consistent returns. Lipper designates award-winning funds in most individual classifications for the 3-, 5-, and 10-year periods. Fidelity’s 19 awards among 13 Fidelity mutual funds in 2021 continue a strong history of Lipper Fund Award recognition across asset classes and investment styles.

Domestic and international equity funds


Fund Managed by Lipper Award Category
Fidelity China Region Fund Stephen Lieu, Ivan Xie, Peifang Sun China Region category for the 10-year period
Fidelity Nordic Fund Andrew Sergeant European Region category for the 10-year period
Fidelity Series International Value Fund1 Alex Zavratsky International Large-Cap Value category for the 3-year period
Fidelity Series Intrinsic Opportunities Fund1 Joel Tillinghast Global Multi-Cap Value category for the 5-year period
Fidelity Advisor Emerging Asia Fund Xiaoting Zhao Emerging Markets category for the 3-, 5-, and 10-year periods
Fidelity Advisor International Small Cap Fund Sammy Chamovitz International Small/Mid-Cap Core category for the 10-year period
Fidelity Advisor Growth Opportunities Fund Kyle Weaver Multi-Cap Growth category for the 10-year period


Sector funds


Fund Managed by Lipper Award Category
Fidelity Select Medical Technology and Devices Portfolio Eddie Yoon Health/Biotechnology category for the 5-year period
Fidelity Advisor Technology Fund Adam Benjamin Science & Technology category for the 3- and 5-year periods
Fidelity Select Brokerage and Investment Management Portfolio Charles Ackerman Financial Services category for the 3-year period


Asset allocation funds


Fund Managed by Lipper Award Category
Fidelity Managed Retirement 2025 Fund Andrew Dierdorf & Brett Sumsion Retirement Income category for the 3- and 5-year periods
Fidelity Advisor Managed Retirement 2025 Fund Andrew Dierdorf & Brett Sumsion Retirement Income category for the 1-year period

Fidelity income funds


Fund Managed by Lipper Award Category
Fidelity Intermediate Government Income Fund Franco Castagliuolo & Sean Corcoran Short-Intermediate U.S. Government category for the 3-, 5-, and 10-year periods
Lipper determined the award winners by calculating the highest Consistent Return over the 3-, 5- and 10-year periods ended 11/30/20. The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification. Lipper Fund Awards are based on Institutional Class shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. Fund performance may now be higher or lower than the performance that was calculated to win this award. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data, the accuracy is not guaranteed by Lipper.

FA Emerging Asia Fund competed with 182, 167, and 96 Emerging Markets Funds over the 3-, 5- and 10-year periods, respectively, to win the award. Lipper Fund Awards are based on Class I shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. FA International Small Cap Fund competed with 10 International Small/Mid-Cap Core Funds over the 10-year period to win the award. Lipper Fund Awards are based on Class I shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. FA Growth Opportunities Fund competed with 97 Multi-Cap Growth Funds over the 10-year period to win the award. Lipper Fund Awards are based on Class I shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. FA Managed Retirement 2025 Fund competed with 15 Retirement Income Funds over the 10-year period to win the award. Lipper Fund Awards are based on Class I shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. FA Technology Fund competed with 38 and 37 Science & Technology Funds over the 3- and 5-year periods, respectively, to win the award. Lipper Fund Awards are based on Class I shares of the respective Fidelity Advisor (FA) fund. Other share classes may have different performance characteristics. Fidelity China Region Fund competed with 13 China Region Funds over the 10-year period to win the award. Fidelity Nordic Fund competed with 15 European Region Funds over the 10-year period to win the award. Fidelity Select Brokerage and Investment Management Portfolio competed with 22 Financial Services Funds over the 3-year period to win the award. Fidelity Series Intrinsic Opportunistic Fund competed with 39 Global Multi-Cap Value Funds over the 5-year period to win the award. Fidelity Select Medical Technology and Devices Portfolio competed with 22 Health/Biotechnology Funds over the 5-year period to win the award. Fidelity Series International Value Fund competed with 13 International Large-Cap Value Funds over the 3-year period to win the award. Fidelity Managed Retirement 2025 Fund competed with 20 and 18 Retirement Income Funds, respectively, over the 3- and 5-year periods to win the award. Fidelity Intermediate Government Income Fund competed with 10, 10, and 10 Short-Intermediate U.S. Government Funds, respectively, over the 3-, 5-, and 10-year periods to win the award.

About the Lipper Fund Awards

For more than three decades and in over 20 countries worldwide, the Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period are recognized. For more information, please contact enquiries.awards@refinitiv.com or visit http://www.lipperfundawards.com.