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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Mutual Funds Overview

Why Choose Fidelity Mutual Funds

With over 200 million investors, Fidelity is a leader in the financial services industry. Our rich asset management heritage offers our customers an experienced and nuanced perspective on a variety of investment strategies.

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Questions?

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Past performance is no guarantee of future results.

1. Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.2 trillion, including managed assets of $2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients’ money.

2. Research professionals include research analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity Investments.

3. Highly rated funds are defined as those funds that have a 4- or 5-Star Morningstar rating. For each fund, Morningstar calculates a Morningstar RatingTM metric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund’s load-adjusted return for the same period, and then adjusting this excess return for risk. The top 10% of funds in each broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Although gathered from reliable sources, data completeness and accuracy cannot be guaranteed by Morningstar.

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Leveraging the work of over 400 research professionals around the globe*

fam-global-research-advantage

Diverse Set of Investment Capabilities

Fidelity's Fund Offering

Solutions for a variety of investor needs including wealth preservation, income, growth, and diversification.

i. 1 Fidelity's assets under management as of March 31, 2014. Fidelity's assets include $516.8B of asset allocation assets, which may be invested in other Fidelity or affiliated products. Asset allocation total excludes Stock Selectors.
ii. 2 Represented by commodity stock funds and derivatives-based strategies.
iii. 3 Represented by REIT investments and private equity real estate assets. Fidelity Investments total REIT and real estate debt assets are more than $23B as of March 31, 2014.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Why Choose Fidelity Mutual Funds

Questions?

Our competitive edge

A rich heritage

Global research advantage

Diverse investment capabilities

Next steps

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Fidelity's Global Research Advantage

Diverse Set of Investment Capabilities

Fidelity's Fund Offering