Fidelity - Family of Funds

 

Name	Category	1 Year	3 Year	5 Year	10 Year
Fidelity International Equity Private Pool Ser F8	International Equity	32.27	8.53	5.53	6.81
Fidelity International Equity Private Pool Ser F5	International Equity	32.26	8.53	5.52	6.81
Fidelity International Equity Private Pool Ser F	International Equity	32.26	8.54	5.53	6.80
Fidelity Global Concentrated Equity Class F5	Global Equity	32.18	13.09	8.92
Fidelity Global Concentrated Equity Fund F5	Global Equity	32.16	13.06	8.88
Fidelity Global Concentrated Equity Class F	Global Equity	32.16	13.06	8.88
Fidelity Global Concentrated Equity Class F8	Global Equity	32.15	13.05	8.88
Fidelity Global Concentrated Equity Fund F	Global Equity	32.14	13.07	8.89
Fidelity Global Concentrated Equity Fund F8	Global Equity	32.12	13.04	8.86
Fidelity Global Equity Private Pool Series F5	Global Equity	32.01	13.29	9.11
Fidelity Global Equity Private Pool Series F8	Global Equity	31.97	13.26	9.08
Fidelity Global Equity Private Pool Series F	Global Equity	31.96	13.25	9.08
Fidelity International Concentrated Equity Fd F	International Equity	31.06	9.32	5.12	6.72
Fidelity International Equity Private Pool Ser I8	International Equity	30.81	7.31	4.34	5.49
Fidelity International Equity Private Pool Ser B	International Equity	30.79	7.33	4.37	5.62
Fidelity Advantage Bitcoin ETF Fund F	Alternative Other	29.81
Fidelity Advantage Bitcoin ETF Fund B	Alternative Other	29.05
Fidelity Japan Fund Series F	Geographic Equity	19.71	9.27	7.67
Fidelity Japan Class Series F	Geographic Equity	19.71	9.27	7.65
Fidelity Japan Fund Series B	Geographic Equity	18.41	8.09	6.50
Fidelity Japan Class Series B	Geographic Equity	18.41	8.08	6.47
Fidelity Japan Fund Series A	Geographic Equity	18.09	7.82	6.24
Fidelity Global Financial Services Fund Ser F	Financial Services Equity	18.00	11.33	6.35	10.22
Fidelity Global Financial Services Class Series F	Financial Services Equity	17.93	11.32	6.35	10.22
Fidelity Global Financial Services Fund Ser B	Financial Services Equity	16.67	10.07	5.16	8.98
Fidelity Global Financial Services Class Series B	Financial Services Equity	16.61	10.07	5.16	8.99
Fidelity ClearPath 2045 Portfolio Series O	2035+ Target Date	15.70	8.16	8.22	9.93
Fidelity ClearPath 2050 Portfolio Series O	2035+ Target Date	15.70	8.16	8.22
Fidelity ClearPath 2060 Portfolio Series O	2035+ Target Date	15.69	8.16	8.24
Fidelity ClearPath 2055 Portfolio Series O	2035+ Target Date	15.69	8.16	8.22
Fidelity ClearPath 2045 Portfolio Series F	2035+ Target Date	14.39	6.93	6.99	8.67
Fidelity ClearPath 2050 Portfolio Series F	2035+ Target Date	14.37	6.92	6.97
Fidelity ClearPath 2060 Portfolio Series F	2035+ Target Date	14.37	6.91	6.98
Fidelity ClearPath 2055 Portfolio Series F	2035+ Target Date	14.35	6.91	6.97
Fidelity ClearPath 2040 Portfolio Series O	2035+ Target Date	14.30	7.61	7.89	9.71
Fidelity Floating Rate Hg Inc Multi-Asset Ba Fd O	Floating Rate Loan	13.22	7.49
Fidelity ClearPath 2045 Portfolio Series B	2035+ Target Date	13.10	5.73	5.79	7.45
Fidelity Market Neutral Alternative Fund Ser O	Alternative Market Neutrl	13.00
Fidelity Floating Rate High Income Fund F	Floating Rate Loan	11.98	6.83	4.46
Fidelity ClearPath 2035 Portfolio Series O	2035 Target Date	11.83	5.71	6.65	8.89
Fidelity Floating Rate High Income Fund B	Floating Rate Loan	11.33	6.20	3.85
Fidelity Market Neutral Alternative Fund Ser F	Alternative Market Neutrl	11.31
Fidelity Floating Rate High Income Fund A	Floating Rate Loan	11.00	5.88	3.53
Fidelity American High Yield Fund Series O	High Yield Fixed Income	10.93	5.59
Fidelity ClearPath 2035 Portfolio Series F	2035 Target Date	10.62	4.57	5.50	7.72
Fidelity Market Neutral Alternative Fund Ser B	Alternative Market Neutrl	10.08
Fidelity American High Yield Fund Series F	High Yield Fixed Income	9.88	4.56	3.95	6.80
Fidelity Market Neutral Alternative Fund Ser O $U	Alternative Market Neutrl	9.83
Fidelity ClearPath 2035 Portfolio Series B	2035 Target Date	9.38	3.40	4.32	6.50
Fidelity ClearPath 2030 Portfolio Series F	2030 Target Date	9.29	3.50	4.85	6.85
Fidelity American High Yield Fund Series B	High Yield Fixed Income	9.23	3.83	3.28	6.02
Fidelity ClearPath 2035 Portfolio Series A	2035 Target Date	9.16	3.18	4.10	6.27
Fidelity AsiaStar Class Series F5	Asia Pacific Equity	8.41	1.20	4.78
Fidelity AsiaStar Class Series F5	Asia Pacific Equity	8.41	1.20	4.78
Fidelity AsiaStar Class Series F8	Asia Pacific Equity	8.39	1.15	4.70
Fidelity AsiaStar Class Series F8	Asia Pacific Equity	8.39	1.15	4.70
Fidelity AsiaStar Fund Series F5	Asia Pacific Equity	8.37	1.17	4.69
Fidelity AsiaStar Fund Series F5	Asia Pacific Equity	8.37	1.17	4.69
Fidelity AsiaStar Fund Series F	Asia Pacific Equity	8.35	1.15	4.75	9.13
Fidelity AsiaStar Fund Series F	Asia Pacific Equity	8.35	1.15	4.75	9.13
Fidelity AsiaStar Class Series F	Asia Pacific Equity	8.34	1.14	4.73	9.09
Fidelity AsiaStar Class Series F	Asia Pacific Equity	8.34	1.14	4.73	9.09
Fidelity Market Neutral Alternative Fund Ser F $U	Alternative Market Neutrl	8.19
Fidelity ClearPath 2030 Portfolio Series B	2030 Target Date	8.05	2.34	3.67	5.65
Fidelity ClearPath 2030 Portfolio Series A	2030 Target Date	7.82	2.13	3.45	5.42
Fidelity ClearPath 2025 Portfolio Series F	2025 Target Date	7.41	2.33	4.11	6.27
Fidelity ClearPath 2025 Portfolio Series F5	2025 Target Date	7.39	2.31
Fidelity All-in-One Conservative ETF Fund Series F	Global Fixed Inc Balanced	7.01
Fidelity Global Income Class Portfolio Ser F8	Global Fixed Inc Balanced	7.00	2.26	3.54	5.71
Fidelity Market Neutral Alternative Fund Ser B $U	Alternative Market Neutrl	6.99
Fidelity ClearPath 2025 Portfolio Series B	2025 Target Date	6.20	1.18	2.95	5.07
Fidelity ClearPath 2025 Portfolio Series S5	2025 Target Date	6.13
Fidelity ClearPath 2025 Portfolio Series S8	2025 Target Date	6.13
Fidelity ClearPath 2025 Portfolio Series A	2025 Target Date	5.97	0.96	2.73	4.84
Fidelity ClearPath 2020 Portfolio Series F5	Short Term Target Date	5.48	1.21
Fidelity ClearPath 2020 Portfolio Series F	Short Term Target Date	5.45	1.16	3.25	5.40
Fidelity ClearPath 2020 Portfolio Series F8	Short Term Target Date	5.43	1.14
Fidelity ClearPath 2020 Portfolio Series S5	Short Term Target Date	4.30	0.06	2.11
Fidelity ClearPath 2020 Portfolio Series S8	Short Term Target Date	4.27	0.04	2.10
Fidelity ClearPath 2020 Portfolio Series B	Short Term Target Date	4.25	0.02	2.09	4.21
Fidelity China Class Series F8	Greater China Equity	4.19	0.08	0.05	7.93
Fidelity China Class Series F8	Greater China Equity	4.19	0.08	0.05	7.93
Fidelity China Class Series F	Greater China Equity	4.17	0.06	0.00	7.87
Fidelity China Class Series F	Greater China Equity	4.17	0.06	0.00	7.87
Fidelity ClearPath 2020 Portfolio Series T5	Short Term Target Date	4.17	-0.07	1.98
Fidelity China Class Series F5	Greater China Equity	4.16	0.00	-0.08	7.85
Fidelity China Class Series F5	Greater China Equity	4.16	0.00	-0.08	7.85
Fidelity China Fund Series F5	Greater China Equity	4.14	0.07	-0.01	7.87
Fidelity China Fund Series F	Greater China Equity	4.14	0.07	0.03	7.94
Fidelity China Fund Series F8	Greater China Equity	4.14	0.07	0.02	7.90
Fidelity China Fund Series F5	Greater China Equity	4.14	0.07	-0.01	7.87
Fidelity China Fund Series F	Greater China Equity	4.14	0.07	0.03	7.94
Fidelity China Fund Series F8	Greater China Equity	4.14	0.07	0.02	7.90
Fidelity China Class Series S5	Greater China Equity	3.06	-1.04	-1.07	6.71
Fidelity China Class Series S5	Greater China Equity	3.06	-1.04	-1.07	6.71
Fidelity China Class Series S8	Greater China Equity	3.02	-1.03	-1.07	6.71
Fidelity China Fund Series S8	Greater China Equity	3.02	-0.99	-1.02	6.74
Fidelity China Fund Series S5	Greater China Equity	3.02	-1.04	-1.10	6.69
Fidelity China Class Series S8	Greater China Equity	3.02	-1.03	-1.07	6.71
Fidelity China Fund Series S8	Greater China Equity	3.02	-0.99	-1.02	6.74
Fidelity China Fund Series S5	Greater China Equity	3.02	-1.04	-1.10	6.69
Fidelity Cdn Govt LgBondIdx Multi-Asset Base OC$	Cdn Long Term Fixed Inc	-1.86	-9.37

Last update: July 2023

Family of Funds

Select a company AGF Arrow EC ATBIS Beutel BlueBay BMG BMO Brandes Canada Life Canoe Energy Capital Group CC-L Chou CI CIBC Compass Counsel Desjardins Dynamic EdgePoint FERIQUE Fidelity Guardian HSBC IA IG Invesco IPC iProfile Leith Wheeler Lysander-Canso Mackenzie Manulife Mawer Middlefield NBI NCM Ninepoint Pembroke Pender PH-N Picton Purpose RBC Renaissance ROMC Russell Scotia SEI Starlight Steadyhand Sun Life TD Templeton VPI

---

Mutual Fund Categories

Select a Category 2025 Target Date Portfolio 2030 Target Date Portfolio 2035 Target Date Portfolio 2035+ Target Date Portfolio Alternative Credit Focused Alternative Equity Focused Alternative Market Neutral Alternative Multi-Strategy Alternative Other Alternative Private Debt Alternative Private Equity Asia Pacific Equity Asia Pacific ex-Japan Equity Canadian Corporate Fixed Income Canadian Dividend & Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small/Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small/Mid Cap Equity Commodity Emerging Markets Equity Emerging Markets Fixed Income Energy Equity European Equity Financial Services Equity Floating Rate Loan Geographic Equity Global Corporate Fixed Income Global Equity Global Equity Balanced Global Fixed Income Global Fixed Income Balanced Global Infrastructure Equity Global Neutral Balanced Global Small/Mid Cap Equity Greater China Equity High Yield Fixed Income International Equity Miscellaneous - Income and Real Property Miscellaneous - Other Miscellaneous - Undisclosed Holdings Natural Resources Equity North American Equity Passive Inverse/Leveraged Precious Metals Equity Preferred Share Fixed Income Real Estate Equity Retail Venture Capital Sector Equity Short Term Target Date Portfolio Tactical Balanced U.S. Equity U.S. Money Market U.S. Small/Mid Cap Equity

---

What we offer:

Mutual Funds Newsletter
Mutual Fund Review and Top 10 Funds
Free Portfolio Review
Mutual Fund Guide
Mutual Fund Book
Mutual Fund App
Mutual Fund Podcast
Mutual Fund Seminar

---

---