25 Fidelity Mutual Funds Win a Total of 32 U.S. Lipper Fund Awards
The 2024 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 25 Fidelity mutual funds in 2024 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 Asset Manager 40%, Z | Katherine Shaw, Avishek Hazrachoudhury | Mixed-Asset Target Allocation Conservative category for the 5-year period |
| Fidelity Advisor Balanced Fund, Z | Nicola Stafford, Chad Colman, Priyanshu Bakshi, Steven Kaye, Pierre Sorel, Matthew Drukker, Melissa Reilly, Ali Khan, Ashley Fernandes, Christopher Lee, Douglas Simmons | Mixed-Asset Target Allocation Moderate category for the 5- and 10-year periods |
| Fidelity Advisor Managed Retirement 2025 Fund, I | Brett Sumsion, Andrew Dierdorf | Retirement Income category for the 5- and 10-year periods |
| Fidelity Freedom 2035 Fund, K6 | Brett Sumsion, Andrew Dierdorf | Mixed-Asset Target 2035 category for the 5-year period |
| Fidelity Freedom 2040 Fund, K6 | Brett Sumsion, Andrew Dierdorf | Mixed-Asset Target 2040 category for the 5-year period |
| Fidelity Freedom 2045 Fund, K6 | Brett Sumsion, Andrew Dierdorf | Mixed-Asset Target 2045 category for the 5-year period |
| Fidelity Freedom 2050 Fund, K6 | Brett Sumsion, Andrew Dierdorf | Mixed-Asset Target 2050 category for the 5-year period |
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 China Region Fund, Z | Ivan Xie, Peifang Sun | China Region category for the 5-year period |
| Fidelity Advisor Global Equity Income Fund, Z | Ramond Persaud | Global Equity Income category for the 5-year period |
| Fidelity Advisor Mega Cap Stock Fund, Z | Matt Fruhan | Large-Cap Value category for the 5- and 10-year periods |
| Fidelity Advisor Series Growth Opportunities Fund | Kyle Weaver, Becky Baker | Multi-Cap Growth category for the 10-year period |
| Fidelity Emerging Markets Fund, K | John Dance | Emerging Markets category for the 10-year period |
Sector funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Energy Fund, Z | Maurice FitzMaurice | Natural Resources category for the 3-year period |
| Fidelity Advisor Global Commodity Stock Fund, I | Peter Belisle | Global Natural Resources category for the 10-year period |
| Fidelity Advisor Technology Fund, I | Adam Benjamin | Science & Technology category for the 10-year period |
| Fidelity Select Brokerage and Investment Management Portfolio | Nadim Rabaia | Financial Services 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- and 5-year periods |
| Fidelity Select Utilities Portfolio | Douglas Simmons | Utility category for the 5- and 10-year periods |
Fixed and high-income funds
| Fund | Managed by | Lipper Award Category |
|---|---|---|
| Fidelity Advisor Convertible Securities Fund, Z | Adam Kramer | Convertible Securities category for the 5-year period |
| Fidelity Capital & Income Fund | Mark Notkin, Brian Chang | High Yield category for the 5- and 10-year periods |
| 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 Intermediate Treasury Bond Index Fund | Richard Munclinger, Brandon Bettencourt | General U.S. Treasury category for the 5-year period |
| Fidelity Series Floating Rate High Income Fund | Eric Mollenhauer, Kevin Nielsen, Chandler Perine | 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 11/30/23. 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 Asset Manager 40% competed with 69 Mixed-Asset Target Allocation Conservative 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. FA Balanced Fund competed with 122 and 108 Mixed-Asset Target Allocation Moderate Funds over the 5- and 10-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 China Region Fund competed with 13 China Region 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 China Region Fund competed with 14 China Region 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. FA Convertible Securities Fund competed with 15 Convertible Securities 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. FA Energy Fund competed with 12 Natural Resources 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 Global Commodity Stock Fund competed with 13 Global Natural Resources 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 Global Equity Income Fund competed with 26 Global Equity Income 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. FA Managed Retirement 2025 Fund competed with 17 and 14 Retirement Income Funds over the 5- and 10-year periods, respectively, 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 70 and 67 Large-Cap Value Funds over the 5- and 10-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 Series Growth Opportunities Fund competed with 83 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. Fidelity Capital & Income Fund competed with 109 and 95 High Yield 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 Emerging Markets Fund, K, competed with 116 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 37 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 Freedom 2035 Fund, K6, competed with 43 Mixed-Asset Target 2035 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 Freedom 2040 Fund, K6, competed with 43 Mixed-Asset Target 2040 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 Freedom 2045 Fund, K6, competed with 42 Mixed-Asset Target 2045 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 Freedom 2050 Fund, K6, competed with 42 Mixed-Asset Target 2050 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 Intermediate Treasury Bond Index Fund competed with 15 General U.S. Treasury 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 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 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 Select Semiconductors Portfolio competed with 38 and 37 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 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 50 and 45 Loan Participation 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.
FA Asset Manager 40% competed with 69 Mixed-Asset Target Allocation Conservative 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. FA Balanced Fund competed with 122 and 108 Mixed-Asset Target Allocation Moderate Funds over the 5- and 10-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 China Region Fund competed with 13 China Region 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 China Region Fund competed with 14 China Region 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. FA Convertible Securities Fund competed with 15 Convertible Securities 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. FA Energy Fund competed with 12 Natural Resources 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 Global Commodity Stock Fund competed with 13 Global Natural Resources 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 Global Equity Income Fund competed with 26 Global Equity Income 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. FA Managed Retirement 2025 Fund competed with 17 and 14 Retirement Income Funds over the 5- and 10-year periods, respectively, 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 70 and 67 Large-Cap Value Funds over the 5- and 10-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 Series Growth Opportunities Fund competed with 83 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. Fidelity Capital & Income Fund competed with 109 and 95 High Yield 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 Emerging Markets Fund, K, competed with 116 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 37 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 Freedom 2035 Fund, K6, competed with 43 Mixed-Asset Target 2035 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 Freedom 2040 Fund, K6, competed with 43 Mixed-Asset Target 2040 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 Freedom 2045 Fund, K6, competed with 42 Mixed-Asset Target 2045 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 Freedom 2050 Fund, K6, competed with 42 Mixed-Asset Target 2050 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 Intermediate Treasury Bond Index Fund competed with 15 General U.S. Treasury 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 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 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 Select Semiconductors Portfolio competed with 38 and 37 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 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 50 and 45 Loan Participation 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.
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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