As of November 2023 the largest investment fund owned by Fidelity Investments was the Fidelity Series Emerging Markets Opportunities Fund. The mutual fund had a net asset value of approximately 21.08 billion U.S. dollars at this time. The Fidelity Series International Value Fund ranked second with a value of roughly 13.6 billion U.S. dollars.
Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars)
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Mutual fund and ETF providers in the United States
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2022
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2022
- Premium Statistic Leading fund managers worldwide 2024, by AUM
- Premium Statistic Leading providers of ETFs in the U.S. 2023, by assets
- Premium Statistic Largest mutual funds worldwide in November 2022, by net assets
- Premium Statistic Largest ETFs in the U.S. in July2022, by assets under management
- Premium Statistic Top ETF inflows listed in the U.S. 2023, by weekly flows
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2024
- Basic Statistic Assets under management of Vanguard 1975-2024
- Premium Statistic Assets under management of Fidelity by type 2022
- Basic Statistic Total assets under management of State Street, 2010-2023
- Premium Statistic Total client assets managed Charles Schwab 2013-2022
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2022, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
- Premium Statistic Assets under management of State Street by asset class 2019-2022
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2022
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2012 and 2022, by type
- Premium Statistic Assets under management of BlackRock 2022, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2021
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2022
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in July 2023, by net AUM
- Premium Statistic Largest Vanguard investment funds worldwide in March 2024, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in September 2023, by net assets
- Premium Statistic Largest State Street investment funds worldwide in November 2022, by net assets
- Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets
Fastest growing funds
5
- Basic Statistic BlackRock's, leading global investment funds February 2024, by NAV average return
- Premium Statistic Top performing investment funds owned by Vanguard worldwide 2023, by one-year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return
Consumer behavior
6
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
- Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
- Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
Further related statistics
20
- Value of assets managed by ETFs in the U.S. 2010-2016, by asset class
- Value of assets managed by global ETFs 2010-2017, by region
- Value of assets managed by U.S. ETFs 2003-2017
- Market share of leading ETF providers worldwide 2018
- Assets under management of newly issued ETFs in China 2004-2018
- AUM share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Number of newly issued ETFs in China 2004-2018
- Average daily turnover value of ETFs in Hong Kong 2007-2018
- Number of outstanding ETFs in China 2004-2018
- Annual change of ADT of ETFs and L&I products in Hong Kong 2007-2018
- Value of assets managed by globaly ETPs 2010-2016, by type
- Assets under management of outstanding ETFs in China 2004-2018
- Number of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Number share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- AUM of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Consumer rating: factors that characterize a 'premium' product worldwide 2018
- Smartphone battery market revenue share 2020
- World's best postal services 2023
- Share of researchers with a cloud strategy 2021, by country
- Top three CX impact factors of customer satisfaction worldwide by sector 2018
Further Content: You might find this interesting as well
Statistics
- Value of assets managed by ETFs in the U.S. 2010-2016, by asset class
- Value of assets managed by global ETFs 2010-2017, by region
- Value of assets managed by U.S. ETFs 2003-2017
- Market share of leading ETF providers worldwide 2018
- Assets under management of newly issued ETFs in China 2004-2018
- AUM share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Number of newly issued ETFs in China 2004-2018
- Average daily turnover value of ETFs in Hong Kong 2007-2018
- Number of outstanding ETFs in China 2004-2018
- Annual change of ADT of ETFs and L&I products in Hong Kong 2007-2018
- Value of assets managed by globaly ETPs 2010-2016, by type
- Assets under management of outstanding ETFs in China 2004-2018
- Number of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Number share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- AUM of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Consumer rating: factors that characterize a 'premium' product worldwide 2018
- Smartphone battery market revenue share 2020
- World's best postal services 2023
- Share of researchers with a cloud strategy 2021, by country
- Top three CX impact factors of customer satisfaction worldwide by sector 2018
Website (mutualfunds.com). (November 27, 2023). Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars) [Graph]. In Statista. Retrieved May 10, 2024, from https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/
Website (mutualfunds.com). "Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars)." Chart. November 27, 2023. Statista. Accessed May 10, 2024. https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/
Website (mutualfunds.com). (2023). Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars). Statista. Statista Inc.. Accessed: May 10, 2024. https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/
Website (mutualfunds.com). "Leading Investment Funds Owned by Fidelity Investments Globally as of September 8, 2023, by Net Assets (in Billion U.S. Dollars)." Statista, Statista Inc., 27 Nov 2023, https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/
Website (mutualfunds.com), Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars) Statista, https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/ (last visited May 10, 2024)
Leading investment funds owned by Fidelity Investments globally as of September 8, 2023, by net assets (in billion U.S. dollars) [Graph], Website (mutualfunds.com), November 27, 2023. [Online]. Available: https://www.statista.com/statistics/1261545/leading-fidelity-investment-funds-net-assets-worldwide/