Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.68%
Avg. 1 Year Return: 22.47%
Median Risk/Return Score: 40 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FATIX	Fidelity Advisor Technology Fund Class I	Technology Equities	Sep 3, 1996	0.71%	—	—	—	—
FAVFX	Fidelity Advisor Value Fund Class A	Mid Cap Value Equities	Dec 23, 2003	1.15%	19.40%	12.58%	6.95%	76
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	May 25, 2017	0.45%	13.27%	—	0.85%	54
FBCVX	Fidelity Blue Chip Value Fund	Large Cap Value Equities	Jun 17, 2003	0.63%	18.09%	10.00%	2.49%	80
FBDIX	Franklin Biotechnology Discovery Fund	Health & Biotech Equities	Sep 14, 1997	1.06%	12.61%	12.38%	9.60%	94
FBGKX	Fidelity Blue Chip Growth Fund Class K	Large Cap Growth Equities	May 9, 2008	0.54%	13.75%	22.15%	1.66%	59
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	Dec 31, 1987	0.79%	13.72%	22.05%	1.67%	58
FBIOX	Fidelity Select Biotechnology Portfolio	Health & Biotech Equities	Dec 16, 1985	0.69%	13.31%	11.92%	5.94%	91
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	Dec 6, 2012	0.01%	9.64%	12.34%	10.13%	76
FBMPX	Fidelity Select Communication Services Portfolio	Communications Equities	Jun 29, 1986	0.74%	5.02%	17.21%	12.75%	30
FBPEX	Cantor FBP Equity & Dividend Plus Fund	Large Cap Value Equities	Jul 30, 1993	1.12%	11.06%	—	9.57%	54
FBRNX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	0.62%	13.20%	15.45%	4.06%	81
FBSOX	Fidelity Select IT Services Portfolio	Technology Equities	Feb 4, 1998	0.70%	-10.24%	9.06%	10.12%	1
FBTAX	Fidelity Advisor Biotechnology Fund Class A	Health & Biotech Equities	Dec 27, 2000	1.00%	13.94%	13.57%	1.28%	91
FBTCX	Fidelity Advisor Biotechnology Fund Class C	Health & Biotech Equities	Dec 27, 2000	1.75%	13.55%	12.01%	1.48%	90
FBTIX	Fidelity Advisor Biotechnology Fund I Class	Health & Biotech Equities	Dec 27, 2000	0.73%	14.08%	13.87%	1.22%	91
FBTTX	Fidelity Advisor Biotechnology Fund Class M	Health & Biotech Equities	Dec 27, 2000	1.28%	13.78%	13.25%	1.35%	91
FCADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	2.14%	10.99%	8.91%	5.57%	25
FCAGX	Fidelity Advisor Small Cap Growth Fund Class A	Small Cap Growth Equities	Nov 3, 2004	1.29%	23.49%	15.21%	5.62%	62
FCAKX	Fidelity Capital Appreciation Fund Class K	Large Cap Growth Equities	May 9, 2008	0.76%	13.87%	16.89%	7.01%	59

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	98	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.03%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.47% and an average 5-year return of 8.36%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.03%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	43.75%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	40.83%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	40.47%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VSTSX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (918.09%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.68%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	918.09%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	181.35%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	162.35%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	157.61%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,981 Mutual funds Multi-Asset · 1,521 Mutual funds Alternatives · 134 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.