Compare Fidelity Tax Exempt Funds Summary Page

for period ending June 30, 2025

More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.

Maximum Drawdown vs. Annual Return
● Fidelity Funds: Tax Exempt ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Fidelity Fund Name ID Peer Group 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark 1.5% 4.0% 6.1% * * * * * * *
S&P 500 SPY Benchmark 5.1% 6.1% 14.9% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 3.7% 5.1% 11.6% * * * * * * *
CA Limit Term Tax-F Bond FCSTX Fixed Income 0.8% 2.0% 4.1% * * * * * * *
CA Municipal Income FCTFX Fixed Income 0.8% -0.4% 1.1% * * * * * * *
MA Municipal Income FDMMX Fixed Income 0.6% -0.3% 0.9% * * * * * * *
Municipal Income FHIGX Fixed Income 0.8% -0.6% 0.8% * * * * * * *
CT Municipal Income FICNX Fixed Income 0.8% 0.6% 1.9% * * * * * * *
MN Municipal Income FIMIX Fixed Income 0.8% 0.1% 1.4% * * * * * * *
Municipal Income 2025 FIMSX Fixed Income 0.3% 1.5% 3.3% * * * * * * *
Intermediate Municipal Income FLTMX Fixed Income 0.8% 3.1% 4.9% * * * * * * *
MI Municipal Income FMHTX Fixed Income 0.6% -0.4% 1.3% * * * * * * *
Conservative Inc Muni Bond FMNDX Fixed Income 0.3% 1.7% 3.5% * * * * * * *
NJ Municipal Income FNJHX Fixed Income 1.0% 0.1% 1.7% * * * * * * *
OH Municipal Income FOHFX Fixed Income 0.7% -0.2% 1.2% * * * * * * *
PA Municipal Income FPXTX Fixed Income 0.6% -0.6% 1.4% * * * * * * *
AZ Municipal Income FSAZX Fixed Income 0.7% -0.6% 0.9% * * * * * * *
Sustainable Inter Muni Inc FSIKX Fixed Income 0.9% 1.0% 2.9% * * * * * * *
Limited Term Muni Inc FSTFX Fixed Income 0.8% 2.2% 4.2% * * * * * * *
Tax-Free Bond FTABX Fixed Income 0.8% -0.4% 1.4% * * * * * * *
NY Municipal Income FTFMX Fixed Income 0.7% -2.2% -0.8% * * * * * * *
MD Municipal Income SMDMX Fixed Income 0.8% 0.1% 2.0% * * * * * * *