Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.67%
Avg. 1 Year Return: 22.31%
Median Risk/Return Score: 41 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FEDGX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	2.25%	16.66%	9.83%	3.26%	78
FEDIX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	1.19%	17.47%	11.04%	4.00%	81
FEDTX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Nov 1, 2011	1.76%	16.89%	10.35%	3.68%	79
FEIAX	Fidelity Advisor Equity Income Fund Class A	Large Cap Value Equities	Sep 3, 1996	0.90%	—	—	0.00%	—
FEIFX	Franklin Equity Income Fund	Large Cap Value Equities	May 15, 2008	0.58%	8.76%	13.82%	8.93%	80
FEIKX	Fidelity Equity-Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	9.76%	12.39%	4.66%	82
FEIQX	Franklin Equity Income Fund Class R6	Large Cap Value Equities	Mar 15, 1988	0.50%	8.77%	13.91%	8.96%	81
FEKFX	Fidelity Equity-Income K6 Fund	Large Cap Value Equities	Jun 13, 2019	0.34%	10.16%	—	2.83%	85
FELAX	Fidelity Advisor Semiconductors Fund Class A	Semiconductors, Technology Equities, Actively Managed	Dec 27, 2000	0.94%	77.59%	37.83%	3.92%	95
FELCX	Fidelity Advisor Semiconductors Fund Class C	Technology Equities	Dec 27, 2000	1.76%	76.94%	36.78%	4.72%	94
FELIX	Fidelity Advisor Semiconductors Fund Class I	Technology Equities	Dec 27, 2000	0.75%	77.81%	38.20%	3.66%	95
FELTX	Fidelity Advisor Semiconductors Fund Class M	Technology Equities	Dec 27, 2000	1.26%	77.37%	37.44%	4.14%	94
FEMKX	Fidelity Emerging Markets	Emerging Markets Equities	Nov 1, 1990	0.88%	24.32%	12.48%	0.04%	76
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	Emerging Markets Equities	Dec 9, 2008	0.01%	29.21%	13.44%	1.89%	86
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	Sep 8, 2022	0.55%	6.38%	—	0.52%	45
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	May 16, 1966	0.57%	10.03%	12.58%	4.57%	85
FEQTX	Fidelity Equity Dividend Income Fund	Large Cap Value Equities	Aug 21, 1990	0.58%	10.09%	10.59%	1.43%	30
FERCX	Fidelity Advisor Emerging Asia Fund Class C	Asia Pacific Equities	Jun 15, 1999	1.96%	35.15%	15.15%	0.00%	87
FERIX	Fidelity Advisor Emerging Asia Fund Class I	Asia Pacific Equities	Jun 15, 1999	0.94%	35.82%	16.26%	0.00%	87
FESCX	First Eagle Small Cap Opportunity Fund	Small Cap Value Equities	Apr 26, 2021	1.00%	29.72%	—	0.80%	88

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 22.31% and an average 5-year return of 8.39%, 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	44.29%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.34%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	40.98%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.63%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is BSPGX (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
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (924.45%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.67%, 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	924.45%	—	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.