23 Fidelity Mutual Funds Win a Total of 32 U.S. Lipper Fund Awards
The 2025 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 32 awards among 23 Fidelity mutual funds in 2025 continue a strong history of Lipper Fund Award recognition across asset classes and investment styles.
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 |
Domestic and international equity funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity China Region Fund | Ivan Xie, Peifang Sun | China Region category for the 3-, 5- and 5-year periods |
| Fidelity Advisor Mega Cap Stock Fund; Z | Matt Fruhan | Large-Cap Value category for the 10-year period |
| Fidelity Advisor Series Growth Opportunities Fund | Kyle Weaver, Becky Baker | Multi-Cap Growth category for the 10-year period |
| Fidelity Advisor Worldwide Fund; Z | Stephen DuFour, Andrew Sergeant | Global Multi-Cap category for the 5-year period |
| Fidelity Emerging Markets Fund; K | John Dance | Emerging Markets category for the 10-year period |
| Fidelity Large Cap Stock K6 Fund | Matt Fruhan | Large-Cap Value category for the 3-and 5-year periods |
| Fidelity Mid Cap Value K6 Fund | Neil Nabar, Anastasia Zabolotnikova | Mid-Cap Core category for the 3-year period |
| Fidelity Overseas Fund; K | Vincent Montemaggiore | International Multi-Cap Growth category for the 10-year period |
| Fidelity Series Growth Company Fund | Steven Wymer | Large-Cap Growth category for the 5- and 10-year period |
| Fidelity Series International Small Cap Fund | Jed Weiss, Patrick Drouot, Preeti Sayana | International Small/Mid-Cap Growth category for the 10-year period |
| Fidelity Trend Fund | Shilpa Marda Mehra | Multi-Cap Growth category for the 5-year period |
| Fidelity Value Strategies Fund; K | Matt Friedman | Mid-Cap Core category for the 3-year period |
Sector funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Industrials Fund; Z | David Wagner | Industrials category for the 3-year period |
| Fidelity Select Brokerage and Investment Management Portfolio | Nadim Rabaia | Financial Services category for the 3-year period |
| Fidelity Select Semiconductors Portfolio | Adam Benjamin | Science and Technology category for the 3-, 5-, and 10-year periods |
| Fidelity Select Utilities Portfolio | Pranay Kirpalani | Utility category for the 5- and 10-year periods |
| Fidelity Telecom and Utilities Fund | Nicole Abernethy, Pranay Kirpalani | Utility category for the 3-year period |
| Fidelity Advisor Technology Fund; I | Adam Benjamin | Science and Technology category for the 3-year period |
Fixed and high-income funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Convertible Securities Fund; Z | Adam Kramer, Rick Gandhi | Convertible Securities category for the 3- and 5-year periods |
| Fidelity Capital & Income Fund | Mark Notkin, Brian Chang | High Yield category for the 10-year period |
| Fidelity Flex Conservative Income Municipal Bond Fund | Michael Maka, Cormac Cullen, Elizah McLaughlin, Ryan Brogan | Short Municipal Debt category for the 5-year period |
| Fidelity Series Floating Rate High Income Fund | Eric Mollenhauer, Kevin Nielsen, Chandler Perine | Loan Participation 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 11/30/24. The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification. LSEG Lipper Fund Awards are based on Class I 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 LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG 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 China Region Fund competed with 21 and 14 China Region Funds over the 3- and 5-year periods, respectively, to win the award. LSEG 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 Convertible Securities Fund competed with 15 and 14 Convertible Securities Funds over the 3- and 5-year periods, respectively, to win the award. LSEG 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 Industrials Fund competed with 10 Industrials Funds over the 3-year period to win the award. LSEG 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 13 Retirement Income Funds over the 10-year period to win the award. LSEG 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 65 Large-Cap Value Funds over the 10-year period to win the award. LSEG 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 Series Growth Opportunities Fund competed with 70 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. FA Technology Fund competed with 35 Science & Technology Funds over the 10-year period to win the award. LSEG 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 Worldwide Fund competed with 27 Global Multi-Cap Growth Funds over the 5-year period to win the award. LSEG 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 Capital & Income Fund competed with 89 High Yield 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 Emerging Markets Fund Class K competed with 124 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 Flex Conservative Income Municipal Bond Fund competed with 35 Short Municipal Debt 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 Large Cap Stock K6 Fund competed with 70 and 68 Large-Cap Value 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 Mid Cap Value K6 Fund competed with 85 Mid-Cap Core Funds over the 3-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 Overseas Fund Class K competed with 30 International 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 China Region Fund competed with 12 China Region 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 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 Series Floating Rate High Income Fund competed with 48, 48, and 45 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 Series Growth Company Fund competed with 163 and 145 Large-Cap Growth Funds over the 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 Series International Small Cap Fund competed with 35 International Small/Mid-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 Trend Fund competed with 79 Multi-Cap Growth 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 Value Strategies Fund Class K competed with 83 Mid-Cap Core 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 Select Brokerage and Investment Management Portfolio competed with 21 Financial Services Funds over the 3-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 Semiconductors Portfolio competed with 38 and 36 Science & Technology 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 Telecom and Utilities Fund competed with 13 Utility Funds over the 3-year period to win the award. Fund performance may now be higher or lower than the performance that was calculated to win this award.
FA China Region Fund competed with 21 and 14 China Region Funds over the 3- and 5-year periods, respectively, to win the award. LSEG 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 Convertible Securities Fund competed with 15 and 14 Convertible Securities Funds over the 3- and 5-year periods, respectively, to win the award. LSEG 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 Industrials Fund competed with 10 Industrials Funds over the 3-year period to win the award. LSEG 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 13 Retirement Income Funds over the 10-year period to win the award. LSEG 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 65 Large-Cap Value Funds over the 10-year period to win the award. LSEG 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 Series Growth Opportunities Fund competed with 70 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. FA Technology Fund competed with 35 Science & Technology Funds over the 10-year period to win the award. LSEG 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 Worldwide Fund competed with 27 Global Multi-Cap Growth Funds over the 5-year period to win the award. LSEG 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 Capital & Income Fund competed with 89 High Yield 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 Emerging Markets Fund Class K competed with 124 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 Flex Conservative Income Municipal Bond Fund competed with 35 Short Municipal Debt 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 Large Cap Stock K6 Fund competed with 70 and 68 Large-Cap Value 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 Mid Cap Value K6 Fund competed with 85 Mid-Cap Core Funds over the 3-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 Overseas Fund Class K competed with 30 International 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 China Region Fund competed with 12 China Region 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 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 Series Floating Rate High Income Fund competed with 48, 48, and 45 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 Series Growth Company Fund competed with 163 and 145 Large-Cap Growth Funds over the 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 Series International Small Cap Fund competed with 35 International Small/Mid-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 Trend Fund competed with 79 Multi-Cap Growth 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 Value Strategies Fund Class K competed with 83 Mid-Cap Core 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 Select Brokerage and Investment Management Portfolio competed with 21 Financial Services Funds over the 3-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 Semiconductors Portfolio competed with 38 and 36 Science & Technology 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 Telecom and Utilities Fund competed with 13 Utility Funds over the 3-year period 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 30 years and in over 17 countries worldwide, the highly-respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at http://www.lipperfundawards.com.
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