Fund Results by Category

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Performance for periods less than one year are cumulative, not annualized. Total returns include changes in share price and reinvestment of dividends and capital gains, if any.

Click on the fund name to view quarter-end returns, month-end 7-day yield for money market funds (unsubsidized/subsidized), risk and fee information.

Hybrid Funds

Fund Name  AS OF 06/22/2018   Last Dividend MORNINGSTAR RATINGS* (AS OF 05/31/2018)
  NAV ($) NAV Change ($)
NAV Change (%)
Yield (%)
Investment Category  Overall Ratings 
Fidelity Convertible Securities Fund (FCVSX) 29.48 +0.02 +0.07% +1.3719% $0.207 on 04/06/2018 Convertibles Morningstar Rating 2 stars2
79 Funds Rated
Trade Fidelity Convertible Securities Fund
Fidelity Multi-Asset Income Fund (FMSDX) 10.24 +0.05 +0.49% +2.3358% $0.029125 on 05/31/2018 Allocation--30% to 50% Equity -- Trade Fidelity Multi-Asset Income Fund
Fidelity Puritan Fund (FPURX) 24.31 +0.03 +0.12% +1.5052% $0.087 on 04/06/2018 Allocation--50% to 70% Equity Morningstar Rating 5 stars5
671 Funds Rated
Trade Fidelity Puritan Fund
Fidelity Balanced Fund (FBALX) 24.69 +0.04 +0.16% +1.6723% $0.078 on 04/06/2018 Allocation--50% to 70% Equity Morningstar Rating 5 stars5
671 Funds Rated
Trade Fidelity Balanced Fund
Fidelity Strategic Dividend & Income Fund (FSDIX) 15.25 +0.10 +0.66% +2.3118% $0.078 on 04/06/2018 Allocation--70% to 85% Equity Morningstar Rating 3 stars3
314 Funds Rated
Trade Fidelity Strategic Dividend & Income Fund

A short-term trading fee of up to 1.00% may apply and is not reflected in the returns shown. Had the fee been reflected, returns would have been lower.

Investing involving involves risk, including risk of loss. Click on the fund's name for more information about its risks. Performance and pricing information on this page is provided by Fidelity.

* For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on down ward variations and rewarding consistent performance. The top 10% of the funds in an investment category 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. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.

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