18 Fidelity Mutual Funds Win a Total of 24 U.S. Lipper Fund Awards
The 2023 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 24 awards among 18 Fidelity mutual funds in 2023 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 Global Equity Income Fund, Z | Ramona Persaud | Global Equity Income category for the 3-year period |
| Fidelity Advisor Mega Cap Stock Fund, Z | Matt Fruhan | Large-Cap Value category for the 5-year period |
| Fidelity Emerging Markets Fund, K | John Dance | Emerging Markets category for the 10-year period |
| Fidelity Nordic Fund | Allyson Ke, Faris Rahman | European Region category for the 5-year period |
| Fidelity Global Equity Income Fund | Ramona Persaud | Global Equity Income category for the 5-year period |
| Fidelity Series Intrinsic Opportunities Fund | Morgen Peck, Sam Chamovitz, Joel Tillinghast | Global Multi-Cap Value category for the 5-year period |
| Fidelity Series Canada Fund | Ryan Oldham | International Large-Cap Core category for the 3- and 5-year periods |
| Fidelity OTC Portfolio, K | Chris Lin | Large-Cap Growth category for the 10-year period |
| Fidelity Mid-Cap Stock Fund, K | Nicola Stafford | Mid-Cap Core category for the 3- and 5-year periods |
| Fidelity Growth Company Fund, K | Steve Wymer | Multi-Cap Growth category for the 10-year period |
| Fidelity Small Cap Growth Fund | Patrick Venanzi | Small-Cap Growth category for the 10-year period |
| Fidelity Advisor Global Commodity Stock Fund, I | Peter Belisle | Global Natural Resources category for the 10-year period |
Sector funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Select Energy Portfolio | Maurice FitzMaurice | Natural Resources category for the 10-year period |
| Fidelity Select Utilities Portfolio | Douglas Simmons | Utility category for the 3- and 10-year periods |
Asset allocation funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Managed Retirement 2025 Fund, I | Brett Sumsion, Andrew Dierdorf | Retirement Income category for the 10-year period |
High income funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Capital & Income Fund | Brian Chang, Mark Notkin | High Yield category for the 3- and 10-year periods |
| Fidelity Series Floating Rate High Income Fund | Kevin Nielsen, Chandler Perine, Eric Mollenhauer | Loan Participation category for the 3-, 5-, and 10-year periods |
| Fidelity Advisor Convertible Securities Fund, Z | Adam Kramer | Convertible Securities category for the 3-year period |
Lipper determined the award winners by calculating the highest Consistent Return over the 3-, 5-, and 10-year periods ended 11/30/22. The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification. Refinitiv Lipper Fund Awards are based on Institutional or 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. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Lipper Leader for Consistent Return ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.
FA Convertible Securities Fund competed with 15 Convertible Securities Funds over the 3-year period to win the award. Refinitiv 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 Global Equity Income Fund competed with 26 Global Equity Income Funds over the 3-year period to win the award. Refinitiv 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 Global Commodity Stock Fund competed with 13 Global Natural Resources Funds over the 10-year period to win the award. Refinitiv 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 Mega Cap Stock Fund competed with 75 Large-Cap Value Funds over the 5-year period to win the award. Refinitiv 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 Managed Retirement 2025 Fund competed with 15 Retirement Income Funds over the 10-year period to win the award. Refinitiv 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. Fidelity Emerging Markets Fund, K, competed with 119 Emerging Markets Funds over the 10-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 Nordic Fund competed with 17 European Region 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 Global Equity Income Fund competed with 25 Global Equity Income 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 Intrinsic Opportunities Fund competed with 41 Global Multi-Cap Value 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 Capital & Income Fund competed with 115 and 92 High Yield Funds over the 3- and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series Canada Fund competed with 40 and 38 International Large-Cap Core Funds over the 3- and 5-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity OTC Portfolio, K, competed with 143 Large-Cap Growth Funds over the 10-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 Floating Rate High Income Fund competed with 52, 51, and 36 Loan Participation Funds over the 3-, 5-, and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Mid-Cap Stock Fund, K, competed with 89 and 84 Mid-Cap Core Funds over the 3- and 5-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Growth Company Fund, K, competed with 79 Multi-Cap Growth Funds over the 10-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 Select Energy Portfolio competed with 11 Natural Resources Funds over the 10-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 Small Cap Growth Fund competed with 149 Small-Cap Growth Funds over the 10-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 Select Utilities Portfolio competed with 13 and 13 Utility Funds over the 3- and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award.
FA Convertible Securities Fund competed with 15 Convertible Securities Funds over the 3-year period to win the award. Refinitiv 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 Global Equity Income Fund competed with 26 Global Equity Income Funds over the 3-year period to win the award. Refinitiv 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 Global Commodity Stock Fund competed with 13 Global Natural Resources Funds over the 10-year period to win the award. Refinitiv 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 Mega Cap Stock Fund competed with 75 Large-Cap Value Funds over the 5-year period to win the award. Refinitiv 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 Managed Retirement 2025 Fund competed with 15 Retirement Income Funds over the 10-year period to win the award. Refinitiv 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. Fidelity Emerging Markets Fund, K, competed with 119 Emerging Markets Funds over the 10-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 Nordic Fund competed with 17 European Region 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 Global Equity Income Fund competed with 25 Global Equity Income 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 Intrinsic Opportunities Fund competed with 41 Global Multi-Cap Value 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 Capital & Income Fund competed with 115 and 92 High Yield Funds over the 3- and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Series Canada Fund competed with 40 and 38 International Large-Cap Core Funds over the 3- and 5-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity OTC Portfolio, K, competed with 143 Large-Cap Growth Funds over the 10-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 Floating Rate High Income Fund competed with 52, 51, and 36 Loan Participation Funds over the 3-, 5-, and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Mid-Cap Stock Fund, K, competed with 89 and 84 Mid-Cap Core Funds over the 3- and 5-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award. Fidelity Growth Company Fund, K, competed with 79 Multi-Cap Growth Funds over the 10-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 Select Energy Portfolio competed with 11 Natural Resources Funds over the 10-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 Small Cap Growth Fund competed with 149 Small-Cap Growth Funds over the 10-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 Select Utilities Portfolio competed with 13 and 13 Utility Funds over the 3- and 10-year periods, respectively, to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this 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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