16 Fidelity Mutual Funds Win a Total of 21 U.S. Lipper Fund Awards

lipper-award-2019-logo

The 2019 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 21 awards among 16 Fidelity mutual funds in 2019 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 Ivan Xie and Stephen Lieu China Region category for the 10-year period
Fidelity OTC Portfolio (Class K) Christopher Lin Multi-Cap Growth category for the 10-year period
Fidelity International Capital Appreciation Fund Sammy Simnegar International Multi-Cap Growth category for the 10-year period
Fidelity International Small Cap Fund Sam Chamovitz International Small/Mid-Cap Core Funds for the 3-year period
Fidelity Series Intrinsic Opportunities Fund Joel Tillinghast Global Multi-Cap Value Funds for the 3- and 5-year periods
Fidelity Advisor Emerging Asia (Institutional) John Dance Emerging Markets category for the 5- and 10-year periods
Fidelity Advisor International Real Estate Fund (Institutional) Guillermo de las Casas International Real Estate category for the 3-year period
Fidelity Advisor International Small Cap (Institutional) Sam Chamovitz International Small/Mid-Cap Core Funds for the 5-year period


Sector funds


Fund Managed by Lipper Award Category
Fidelity Select Medical Technology and Devices Portfolio Eddie Yoon Industrials category for the 3- and 5-year periods
Fidelity Select Defense and Aerospace Portfolio Jonathan Siegmann Industrials category for the 3- and 5-year periods
Fidelity Select Utilities Portfolio Douglas Simmons Utility category for the 3-year period
Fidelity Advisor Energy Fund (Institutional) John Dowd Natural Resources category for the 10-year period


Asset allocation funds


Fund Managed by Lipper Award Category
Fidelity Freedom 2015 Fund Andrew Dierdorf and Brett Sumsion Mixed-Asset Target 2015 category for the 5-year period
Fidelity Advisor Managed Retirement 2025 Fund (Institutional) Andrew Dierdorf and Brett Sumsion Retirement category for the 5- and 10-year periods

Fidelity income funds


Fund Managed by Lipper Award Category
Fidelity Series Emerging Markets Debt Fund Jonathan Kelly and Timothy Gill Emerging Markets Hard Currency Debt category for the 5-year period
Fidelity Advisor High Income Advantage Fund (Institutional) Harley Lank High Yield category for the 10-year period


Lipper determined the award winners by calculating the highest Consistent Return over the 3-, 5-, and 10-year periods ended 11/30/18. The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification.

Fidelity China Region Fund competed with 13 China Region Funds over the 10-year period to win the award. Fidelity OTC Portfolio (Class K) competed with 108 Multi-Cap Growth Funds over the 10-year period to win the award. Fidelity International Capital Appreciation Fund competed with 88 International Multi-Cap Growth Funds over the 10-year period to win the award. Fidelity International Small Cap Fund competed with 17 International Small/Mid-Cap Core Funds over the 3-year period to win the award. Fidelity Series Intrinsic Opportunistic Fund competed with 36 and 29 Global Multi-Cap Value Funds over the 3- and 5-yeasr period to win the award. FA Emerging Asia Fund (Institutional) competed with 165 and 89 Emerging Markets Funds over the 5- and 10-year periods to win the award. FA International Small Cap Fund (Institutional) competed with 17 International Small/Mid-Cap Core Funds over the 5-year period to win the award. FA International Real Estate (Institutional) competed with 11 International Real Estate Funds over the 3-year period to win the award. Fidelity Select Medical Technology and Devices Portfolio competed with 23 Health/Biotechnology Funds over the 3- and 5-year periods to win the award. Fidelity Select Defense and Aerospace Fund competed with 10 Industrials Funds over the 3- and 5-year periods to win the award. Fidelity Select Utilities Portfolio competed with 14 Utilities Funds over the 3-year period to win the award. Fidelity Advisor Energy Fund (Institutional) competed with 15 Natural Resources Funds over the 10-year period to win the award. Fidelity Freedom 2015 Fund competed with 22 Mixed-Asset Target 2015 Funds over the 5-year period to win the award. Fidelity Advisor Managed Retirement 2025 Fund (Institutional) competed with 17 Retirement Income Funds over the 5- and 10-year periods to win the award. Fidelity Series Emerging Markets Debt Fund competed with 54 Emerging Markets Hard Currency Debt Funds over the 5-year period to win the award. Fidelity Advisor High Income Advantage Fund (Institutional) competed with 101 High Yield Funds over the 10-year period to win the award.

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.

Read our press release to learn more

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.

Fidelity Viewpoints®

Our Viewpoints articles provide perspective from Fidelity on the markets and economy, investing, and personal finance.