Fidelity Capital Yield Funds are designed to help reduce investment risk while maintaining the tax-efficiency of your portfolio. Use our Capital Yield calculator to see the tax benefits of receiving returns as capital gains rather than interest income.
- Investing with Fidelity
- Learning about mutual funds
- Account types
- Calculators
- Fidelity Capital Yield calculator
- Fidelity T-SWP™ calculator
- Fidelity ClearPath™ selector
- Income replacement calculator
- Retirement Readiness Snapshot™
- Tax calculator
- Growth calculator
- Special savings estimator
- Spend or save calculator
- Retirement
- Saving for retirement
- Four steps to a retirement income plan
- Comparing income options
- Planning for income to last a lifetime
- Tax-Free Savings Account
- Overview
- Investing for education
- Overview
- Registered Education Savings Plan
- Grants
- Staying invested
- Resources
Fidelity Capital Yield calculator
Read a fund’s prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commissions and may experience a gain or loss.