Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Fidelity Total Market Index | FSKAX | C | U.S. All Cap | 16 | 0.05% |
Fidelity Leveraged Company Stock Fund | FLVCX | B | U.S. All Cap | 20 | 0.82% |
U.S. Equities - Growth | | | | | |
Fidelity Capital Appreciation Fund | FDCAX | A-- | U.S. All Cap - Growth | 18 | 0.77% |
Fidelity Fund | FFIDX | B-- | U.S. Large Cap - Growth | 18 | 0.53% |
Fidelity Extended Market Index | FSMAX | A-- | U.S. Small Cap - Growth | 20 | 0% |
Fidelity Growth Strategies Fund | FDEGX | D- | U.S. Mid Cap - Growth | 20 | 0.69% |
Fidelity OTC Portfolio | FOCPX | B-- | U.S. All Cap - Growth | 22 | 0.74% |
Fidelity Blue Chip Growth Fund | FBGRX | B-- | U.S. All Cap - Growth | 23 | 0.74% |
U.S. Equities - Value | | | | | |
Fidelity Equity-Income Fund | FEQIX | B++ | U.S. Mega Cap - Value | 14 | 0.64% |
Fidelity Equity Dividend Income Fund | FEQTX | C++ | U.S. Large Cap - Value | 15 | 0.63% |
Fidelity Dividend Growth Fund | FDGFX | C++ | U.S. Large Cap - Value | 17 | 0.62% |
Fidelity Large Cap Stock Fund | FLCSX | B++ | U.S. All Cap - Value | 17 | 0.88% |
Fidelity Small Cap Discovery Fund | FSCRX | B++ | U.S. Mid Cap - Value | 20 | 1.01% |
Fidelity Value Strategies Fund | FSLSX | A++ | U.S. Mid Cap - Value | 20 | 0.72% |
Fidelity Value Fund | FDVLX | A++ | U.S. Mid Cap - Value | 21 | 0.65% |
Fidelity Small Cap Value Fund | FCPVX | A++ | U.S. Small Cap - Value | 25 | 1.06% |
Specialty | | | | | |
Fidelity Real Estate Investment Portfolio | FRESX | B++ | U.S. Real Estate | 17 | 0.8% |
Global & Intl. Equity | | | | | |
Fidelity Overseas Fund | FOSFX | A- | International Large Cap - Growth | 14 | 1.06% |
Fidelity International Capital Appreciation Fund | FIVFX | C- | International Large Cap - Growth | 16 | 1.12% |
Bonds | | | | | |
US Cash / Money Market | USCASH | C | U.S. Cash / Money Market | 0 | 0% |
Fidelity Short-Term Bond Fund | FSHBX | C- | U.S. Treasury - Short / Intermediate | 1 | 0.45% |
Fidelity Intermediate Bond Fund | FTHRX | B- | U.S. Treasury - Short / Intermediate | 2 | 0.45% |
Fidelity Total Bond Fund | FTBFX | B- | Bond - Multi Sector | 3 | 0.45% |
Fidelity Investment Grade Bond Fund | FBNDX | B- | Bond - Multi Sector | 3 | 0.45% |
Other | | | | | |
Fidelity Export and Multinational Fund | FEXPX | | Other | 0 | 0.79% |
Fidelity Fifty Fund | FFTYX | | Other | 0 | 0.83% |