18 Fidelity Mutual Funds Win a Total of 22 U.S. Lipper Fund Awards

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The 2018 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 22 awards among 18 Fidelity mutual funds in 2018 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 OTC Portfolio Sonu Kalra and Christopher Lin Multi-Cap Growth category for the 10-year period
Fidelity OTC Portfolio (Class K) Sonu Kalra and Christopher Lin Multi-Cap Growth category for the 3- and 5-year periods
Fidelity Series Intrinsic Opportunities Fund Joel Tillinghast Global Multi-Cap Value Funds for the 3-year period
Fidelity Event Driven Opportunities Fund Arvind Navaratnam Alternative Event Driven category for the 3-year period
Fidelity China Region Robert Bao China Region category for the 10-year period
Fidelity Advisor International Small Cap (Institutional) Sam Chamovitz International Small/Mid-Cap Core Funds for the 3-year period
Fidelity Advisor International Real Estate Fund (Institutional) Guillermo de las Casas International Real Estate category for the 3- and 5-year periods
Fidelity Advisor Emerging Asia (Institutional) John Dance Emerging Markets category for the 10-year period


Sector funds


Fund Managed by Lipper Award Category
Fidelity Select Defense and Aerospace Portfolio Jonathan Siegmann Industrials category for the 3- and 5-year periods
Fidelity Select Energy Portfolio John Dowd Natural Resources category for the 5-year period
Fidelity Select Medical Equipment and Systems Portfolio Eddie Yoon Healthcare/Biotechnology category for the 3-year period
Fidelity Select Semiconductors Portfolio Steve Barwikowski Science & Technology category for the 5-year period
Fidelity Advisor Semiconductors Fund (Institutional) Steve Barwikowski Science & Technology category for the 3-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 3-year period
Fidelity Freedom 2035 Fund Andrew Dierdorf and Brett Sumsion Mixed-Asset Target 2035 category for the 3-year period
Fidelity Managed Retirement 2025 Fund Andrew Dierdorf and Brett Sumsion Retirement category for the 3- and 5-year periods
Fidelity Advisor Simplicity RMD 2015 Fund (Institutional) Andrew Dierdorf and Brett Sumsion Retirement Income category for the 10-year period

High income funds


Fund Managed by Lipper Award Category
Fidelity Capital & Income Fund Mark Notkin High Yield category for the 5-year period


Lipper determined the award winners by calculating the highest Consistent Return over the 3-, 5-, and 10-year periods ended 11/30/17. The Consistent Return measure takes into account both short- and long-term risk-adjusted performance relative to fund classification.

Fidelity OTC Portfolio competed with 109 Multi-Cap Growth Funds over the 10-year period to win the award. Fidelity OTC Portfolio (Class K) competed with 141 and 131 Multi-Cap Growth Funds over the 3- and 5-year periods to win the award. Fidelity Series Intrinsic Opportunistic Fund competed with 30 Global Multi-Cap Value Funds over the 3-year period to win the award. Fidelity Events Driven Opportunities Fund competed with 17 Alternative Event Driven Funds over the 3-year period to win the award. Fidelity China Region Fund competed with 13 China Region Funds over the 10-year period to win the award. FA International Small Cap Fund (Institutional) competed with 22 International Small/Mid-Cap Core Funds over the 3-year period to win the award. FA International Real Estate (Institutional) competed with 11 and 10 International Real Estate Funds over the 3- and 5-year periods to win the award. FA Emerging Asia Fund (Institutional) competed with 76 Emerging Markets Funds over the 10-year period to win the award. Fidelity Select Defense and Aerospace Fund competed with 11 and 10 Industrials Funds over the 3- and 5-year periods to win the award. Fidelity Select Energy Portfolio competed with 15 Natural Resources Funds over the 5-year period to win the award. Fidelity Select Medical Equipment and Systems Portfolio competed with 23 Health/Biotechnology Funds over the 3-year period to win the award. Fidelity Select Semiconductors Portfolio competed with 37 Science and Technology Funds over the 5-year period to win the award. FA Semiconductors Fund competed with 38 Science and Technology Funds over the 3-year period to win the award. Fidelity Freedom 2015 Fund competed with 27 Mixed-Asset Target 2015 Funds over the 3-year period to win the award. Fidelity Freedom 2035 Fund competed with 40 Mixed-Asset Target 2035 Funds over the 3-year period to win the award. Fidelity Managed Retirement 2025 Fund competed with 18 and 18 Retirement Income Funds over the 3- and 5-year periods to win the award. FA Simplicity RMD 2015 Fund competed with 10 Retirement Income Funds over the 10-year period to win the award. Fidelity Capital & Income Fund competed with 136 High Yield Funds over the 5-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.

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About the Lipper Fund Awards

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. For more information, please contact markets.awards@thomsonreuters.com or visit http://www.lipperfundawards.com.

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