26 Fidelity Mutual Funds Win a Total of 35 U.S. Lipper Fund Awards
The 2022 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 35 awards among 26 Fidelity mutual funds in 2022 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 Advisor China Region Fund, I | Ivan Xie, Peifang Sun | China Region category for the 10-year period |
| Fidelity Advisor Emerging Asia Fund | Xiaoting Zhao | Emerging Markets category for the 10-year period |
| Fidelity Advisor Value Fund, Z | Matt Friedman, John Mirshekari | Mid-Cap Value category for the 3-year period |
| Fidelity Series International Value Fund1 | Alex Zavratsky | International Large-Cap Value category for the 3-, 5-, and 10-year periods |
| Fidelity Series Canada Fund | Ryan Oldham | International Large-Cap Core category for the 3-year period |
| Fidelity Blue Chip Growth K6 Fund | Sonu Kalra | Large-Cap Growth category for the 3-year period |
| Fidelity Blue Chip Growth Fund, K | Sonu Kalra | Large-Cap Growth category for the 5-year period |
| Fidelity Mega Cap Stock Fund | Matt Fruhan | Large-Cap Value category for the 10-year period |
Sector funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Technology Fund | Adam Benjamin | Science & Technology category for the 5-year period |
| Fidelity Select Medical Technology and Devices Portfolio | Eddie Yoon | Health/Biotechnology category for the 5-year period |
| Fidelity Select Energy Portfolio | Maurice FitzMaurice | Natural Resources category for the 10-year period |
| Fidelity Select Semiconductors Portfolio | Adam Benjamin | Science & Technology category for the 3-year period |
| Fidelity Select Brokerage and Investment Management Portfolio | Charles Akerman | Financial Services category for the 3- and 5-year periods |
Asset allocation funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Managed Retirement 2025 Fund | Andrew Dierdorf, Brett Sumsion | Retirement Income category for the 5- and 10-year periods |
| Fidelity Advisor Managed Retirement 2025 Fund | Andrew Dierdorf, Brett Sumsion | Retirement Income category for the 5- and 10-year periods |
| Fidelity Advisor Freedom Blend 2035 Fund, Z6 | Andrew Dierdorf, Brett Sumsion | Mixed-Asset Target 2035 category for the 3-year period |
| Fidelity Advisor Freedom Blend 2040 Fund, Z6 | Andrew Dierdorf, Brett Sumsion | Mixed-Asset Target 2040 category for the 3-year period |
| Fidelity Advisor Balanced Fund, Z | Matthew Drukker | Mixed-Asset Target Allocation Moderate category for the 5-year period |
| Fidelity Advisor Balanced Fund, I | Matthew Drukker | Mixed-Asset Target Allocation Moderate category for the 10-year period |
| Fidelity Advisor Balanced Fund, K | Matthew Drukker | Mixed-Asset Target Allocation Growth category for the 10-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 |
| Fidelity Flex Core Bond Fund | Ford O’Neil, Celso Munoz, Jeff Moore, Michael Foggin | Core Bond category for the 3-year period |
| Fidelity Series Investment Grade Bond Fund1 | Ford O’Neil, Celso Munoz | Core Bond category for the 5-year period |
| Fidelity Capital & Income Fund | Mark Notkin, Brian Chang | High Yield category for the 3- and 5-year periods |
| Fidelity Series International Credit Fund1 | Andrew Lewis, Michael Foggin, Lisa Easterbrook | International Income category for the 3-year period |
| Fidelity Series Floating Rate High Income Fund | Eric Mollenhauer, Kevin Nielsen | Loan Participation category for the 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 11/30/21. 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 117 Emerging Markets 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Technology Fund competed with 35 Science & Technology Funds over the 5-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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA China Region Fund competed with 14 China Region 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Freedom Blend 2035 Fund competed with 48 Mixed-Asset Target 2035 Funds over the 3-year period to win the award. Lipper Fund Awards are based on Class Z6 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. FA Freedom Blend 2040 Fund competed with 48 Mixed-Asset Target 2040 Funds over the 3-year period to win the award. Lipper Fund Awards are based on Class Z6 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. FA Balanced Fund competed with 122 Mixed-Asset Target Allocation Moderate Funds over the 5-year period to win the award. Lipper Fund Awards are based on Class Z 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. FA Balanced Fund competed with 108 Mixed-Asset Target Allocation Moderate 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Balanced Fund, I Class competed with 108 Mixed-Asset Target Allocation Moderate Funds over the 10-year period to win the award. FA Balanced Fund, Z Class competed with 122 Mixed-Asset Target Allocation Moderate Funds over the 5-year period to win the award. Lipper Fund Awards are based on Class I and Z 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. FA Value Fund competed with 45 Value Funds over the 3-year period, respectively, to win the award. Lipper Fund Awards are based on Class Z 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. Fidelity Select Brokerage and Investment Management Portfolio competed with 21 and 21 Financial Services Funds, respectively, over the 3-and 5-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Select Medical Technology and Devices Portfolio competed with 22 Health/Biotechnology Funds over the 5-year period to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series International Value Fund competed with 16, 16, and 16 International Large-Cap Value Funds over the 3-, 5-, and 10-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Managed Retirement 2025 Fund competed with 20, 18, and 15 Retirement Income Funds, respectively, over the 3-, 5-, and 10-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series Investment Grade Bond Fund competed with 117 Core Bond Funds over the 5-year period to win the award.
FA Emerging Asia Fund competed with 117 Emerging Markets 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Technology Fund competed with 35 Science & Technology Funds over the 5-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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA China Region Fund competed with 14 China Region 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Freedom Blend 2035 Fund competed with 48 Mixed-Asset Target 2035 Funds over the 3-year period to win the award. Lipper Fund Awards are based on Class Z6 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. FA Freedom Blend 2040 Fund competed with 48 Mixed-Asset Target 2040 Funds over the 3-year period to win the award. Lipper Fund Awards are based on Class Z6 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. FA Balanced Fund competed with 122 Mixed-Asset Target Allocation Moderate Funds over the 5-year period to win the award. Lipper Fund Awards are based on Class Z 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. FA Balanced Fund competed with 108 Mixed-Asset Target Allocation Moderate 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. FA Balanced Fund, I Class competed with 108 Mixed-Asset Target Allocation Moderate Funds over the 10-year period to win the award. FA Balanced Fund, Z Class competed with 122 Mixed-Asset Target Allocation Moderate Funds over the 5-year period to win the award. Lipper Fund Awards are based on Class I and Z 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. FA Value Fund competed with 45 Value Funds over the 3-year period, respectively, to win the award. Lipper Fund Awards are based on Class Z 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. Fidelity Select Brokerage and Investment Management Portfolio competed with 21 and 21 Financial Services Funds, respectively, over the 3-and 5-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Select Medical Technology and Devices Portfolio competed with 22 Health/Biotechnology Funds over the 5-year period to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series International Value Fund competed with 16, 16, and 16 International Large-Cap Value Funds over the 3-, 5-, and 10-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Managed Retirement 2025 Fund competed with 20, 18, and 15 Retirement Income Funds, respectively, over the 3-, 5-, and 10-year periods to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this 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. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series Investment Grade Bond Fund competed with 117 Core Bond Funds over the 5-year period 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.
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