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StockBrokers.com 2024 Annual Awards, January 2024: Fidelity was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2024 Annual Awards. Brokers were each assessed within nine primary categories: Commissions & Fees, Research, Platforms & Tools, Mobile Trading Apps, Investment Options, Customer Service, Education, Ease of Use, and Overall.
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Fidelity was named NerdWallet's 2024 winner for Best Broker for Beginning Investors, Best Online Broker for IRA Investors, Best App for Investing, Best Online Broker for Bond Investors, and 5 stars for Best Accounts for Stock Trading Results based on evaluating 16 brokers per category. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
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Kiplinger's magazine, August 2024 Online Broker Survey. Fidelity was ranked No. 1 overall out of nine online brokers. Results based on ratings in the following categories: Fees, Investment choices, Smartphone app, Tools, Research, Advisory services. Also named best for advisory services in the 2024 survey. From Kiplinger Personal Finance. ©2024 The Kiplinger Washington Editors. All rights reserved. Used under license.
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Investor's Business Daily®, September 2024: Most Trusted Financial Companies Survey. Fidelity earned the No. 1 overall rating in all three investing categories of ETF/fund companies, online brokers, and wealth management. Fidelity was also rated first in Quality, Customer Service, and Confidence in management. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 5,000 respondents. © Investor's Business Daily, Inc. All rights reserved.
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Investopedia, February 2023: Fidelity was named Best Overall online broker, Best Broker for ETFs, and Best Broker for Low Costs, among 25 companies.
6. Bloomberg.com, January 2019: Bloomberg named Eddie Yoon Stock Picker of the Year after Fidelity Select Medical Technology and Devices Portfolio (FSMEX) returned more than 16% in 2018, making the fund the top mutual fund for total return of U.S. based mutual funds with greater than $5 billion in assets under management.
Past performance is no guarantee of future results.
7. Fidelity won 32 2024 U.S. Lipper Fund Awards, which honor fund management firms and individual mutual funds that have outperformed peers based on risk-adjusted, consistent return. 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. In total, 25 Fidelity mutual funds won 32 awards. See our 3/14/24 press release for a list of winning funds and details on the Lipper Rating System. Fidelity Investments and Lipper are not affiliated. The third-party trademarks and service marks appearing herein are the property of their respective owners. From LSEG Lipper Awards ©2024 LSEG. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. 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.
LSEG Lipper Fund Awards. ©2024 LSEG. All rights reserved. Used under license.
8. Morningstar Awards 2021. Morningstar, Inc. All Rights Reserved. Awarded to Joel Tillinghast, Fidelity Low Priced Stock Fund, Outstanding Portfolio Manager.
9. Investor's Business Daily identified "Best HSA For 2024" based on fees, account features, investing options, and savings rates, as of November 10, 2023.
10. Morningstar rated 10 retail HSA providers for two distinct use cases: HSAs as a spending account to cover current medical costs and HSAs as an investment account to save for the long term. Results published in 2019, 2020, 2021, 2022, and 2023 Health Savings Account Landscape.
11. Investor's Business Daily identified "Best HSA For 2025" based on fees, account features, investing options, and savings rates, as of November 15, 2024.
12. Morningstar rated 10-11 retail HSA providers for two distinct use cases: HSAs as a spending account to cover current medical costs and HSAs as an investment account to save for the long term. Results published in 2019, 2020, 2021, 2022, 2023, and 2024 Health Savings Account Landscape.
The third-party trademarks and service marks appearing herein are the property of their respective owners.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, an offering circular, or, if available, a summary prospectus containing this information. Read it carefully.
