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Best Fidelity Funds for Retirement Savers


Fidelity manages 22 of the top 101 funds in 401(k) plans, second only to Vanguard’s total of 32. Overall, retirement savers who have invested in the Boston-based fund giant’s most popular offerings have fared well. None of the 22 Fidelity funds have been disasters, and a few have been strong performers.

As part of our series on the best mutual funds for your 401(k) retirement savings, we took a closer look at the nine actively managed Fidelity stock funds that made the list, and rated each as “buy,” “sell” or “hold.” We also evaluated the nine Fidelity Freedom target-date funds as a group. While we didn’t rate the four Fidelity Spartan index funds on the list—500 Index (FUSEX), Extended Market Index (FSEMX), US Bond Index (FBIDX) and International Index (FSIIX)—we endorse all of them.

The nine actively managed stock funds are listed in order of their 401(k) assets, starting with the fund with the most assets, based on data from BrightScope, a consulting firm that rates and ranks retirement plans. Have a look.

Although your plan may offer these funds’ Class K shares, all data, including symbols, listed below is for the more commonly owned undesignated share class. Assets represents total assets for each fund. All returns are as of July 31.

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