Fund Evaluator


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Fund Evaluator

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Glossary

Use the checkboxes to select your criteria. Choose from: Fund Preferences, Type of Fund, Fund Performance, Expenses, Fund Management and Risk/Volatility measures. (In cases where you do not have a preference, you do not have to select criteria.)

No Preference
(choose all that apply)
	Show Only Open Funds	Show Only Fidelity Funds	Show Only "No Transaction Fee" Funds

(choose all that apply)


Domestic Equity
	All Domestic Equity Funds
		Bear Market
		Convertibles
		Large Value
		Large Blend
		Large Growth
		Mid-Cap Value
		Mid-Cap Blend
		Mid-Cap Growth
		Small Value
		Small Blend
		Small Growth
		Long Short


Asset Allocation
	All Asset Allocation Funds
		Conservative Allocation
		Moderate Allocation
		Retirement Income
		Target Date 2000-2010
		Target Date 2011-2015
		Target Date 2016-2020
		Target Date 2021-2025
		Target Date 2026-2030
		Target Date 2031-2035
		Target Date 2036-2040
		Target Date 2041-2045
		Target Date 2050+


All Taxable Bond
	All Taxable Bond Funds
		Bank Loan
		High Yield Bond
		Inflation-Protected Bond
		Intermediate Government
		Intermediate-Term Bond
		Long Government
		Long-Term Bond
		Multisector Bond
		Short Government
		Short-Term Bond
		Ultrashort Bond


Sector Funds
	All Sector Funds
		Communications
		Financial
		Health
		Global Real Estate
		Miscellaneous Sector
		Natural Resources
		Equity Precious Metals
		Real Estate
		Technology
		Utilities
		Equity Energy
		Consumer Discretionary
		Consumer Staples
		Industrials


Municipal Bond
	All Municipal Bond Funds
		High Yield Muni
		Muni California Interm/Short
		Muni California Long
		Muni Massachusetts
		Muni Minnesota
		Muni National Interm
		Muni National Long
		Muni National Short
		Muni New Jersey
		Muni New York Interm/Short
		Muni New York Long
		Muni Ohio
		Muni Pennsylvania
		Muni Single State Short
		Muni Single State Interm
		Muni Single State Long


International Equity
	All International Equity Funds
		Diversified Emerging Mkts
		Diversified Pacific/Asia
		Europe Stock
		Foreign Large Blend
		Foreign Large Growth
		Foreign Large Value
		Foreign Small/Mid Growth
		Foreign Small/Mid Value
		Japan Stock
		Latin America Stock
		Pacific/Asia ex-Japan Stk
		World Allocation
		World Stock


International Bond
	All International Bond Funds
		Emerging Markets Bond
		World Bond


All Money Market Funds
	All All Money Market Funds
		Money Market - Tax-Free
		Money Market - Taxable


All Commodities Funds
	All All Commodities Funds
		Broad Basket
		Energy
		Precious Metals
		Agriculture
		Industrial Metals
		Miscellaneous
		Equity Energy
		Equity Precious Metals


Fund Family No Preference
(choose all that apply)

1) Select an alphabetical range for fund family.


2) Highlight desired fund family, and click "Add>"
				Selected Fund Family

Shift or Ctrl-Click selects multiple categories Note: If you selected Show Only Fidelity Funds above and would still like to add a Fund Family, you must first change your Fund Preference.


Total Returns No Preference
(choose all that apply)

	Year to Date	1 Year	3 Year	5 Year	10 Year


Overall Morningstar Rating No Preference
(choose one)

	5 Stars	4 or Higher	3 or Higher	2 or Higher	1 or Higher


Expense Ratio No Preference
(choose one)
Less than or equal to .50%	Less than or equal to 1.00%	Less than or equal to 1.50%	Less than or equal to 2.00%	Greater than or equal to 2.00%


Fees and Loads No Preference
(choose one)

No Load	Load


Manager Tenure No Preference
(choose one)

Greater than or equal to 1 Year	Greater than or equal to 3 Years	Greater than or equal to 5 Years	Greater than or equal to 10 Years


Net Assets No Preference
(choose one)

Less than or equal to $100M	$100M - $300M	$300M - $1B	Greater than or equal to $1B


Equity Turnover Ratio No Preference
(choose one)

Less than or equal to 50%	Less than or equal to 75%	Less than or equal to 100%	Less than or equal to 150%	Less than or equal to 200%	Greater than or equal to 200%

Sharpe Ratio - 3 year
(choose one)

Less than
or equal to
0

Greater than
or equal to
0

Greater than
or equal to
.50

Greater than
or equal to
1.00

Greater than
or equal to
1.25

BETA
(choose one)

Less than
or equal to
.50

.50 - 1.00

Equal to
1.00

1.00 - 1.50

Greater than
or equal to
1.50

Average Duration
(choose one)

0-5 Years

5-10 Years

10-15 Years

15-20 Years

Greater than
or equal to
20 Years

For Alternative Minimum Tax
(choose one)

0 - 20%

20 - 100%


	Using Fund Evaluator

	1) On the left, select your search criteria for funds you would like to evaluate.

	2) After clicking "Search Funds", the Fund Evaluator will retrieve all funds available through Fidelity meeting your criteria. You can then: refine your search by editing your search criteria, compare individual funds in depth, and link to our online trading platform.

	3) Fidelity funds will be listed first and separately in the results pages. Other funds available through Fidelity will then appear in alphabetical order. You may analyze other fund related information by changing the View drop-down menu.

	For more on analyzing and managing your results, see Learn More.