Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.70%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 44 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FGHMX	Fidelity Advisor Communication Services Class C	Communications Equities	Nov 30, 2018	1.78%	3.32%	—	13.11%	25
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	Dec 17, 2007	1.21%	14.21%	9.11%	13.97%	69
FGIKX	Fidelity Growth & Income Portfolio Class K	Large Cap Value Equities	May 9, 2008	0.49%	7.89%	14.79%	7.19%	47
FGILX	Fidelity Global Equity Income Fund	Global Equities	May 2, 2012	1.02%	8.84%	12.75%	1.87%	60
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	Oct 4, 1993	1.02%	19.20%	14.15%	9.62%	96
FGIPX	Nomura Growth and Income Fund Institutional Class	Large Cap Value Equities	Oct 4, 1993	0.77%	19.36%	13.91%	10.02%	96
FGIYX	Nuveen Global Infrastructure Fund	Energy Equities	Dec 16, 2007	0.97%	14.31%	9.95%	14.54%	71
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	Mar 20, 2025	0.46%	7.88%	—	9.16%	63
FGJMX	Fidelity Advisor Communication Services Class I	Communications Equities	Nov 30, 2018	0.75%	3.82%	—	12.95%	27
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	19.84%	—	0.00%	77
FGKMX	Fidelity Advisor Communication Services Class Z	Communications Equities	Nov 30, 2018	0.62%	3.88%	—	12.97%	28
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	Emerging Markets Equities	Jan 30, 2019	0.23%	12.92%	—	6.86%	41
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	Dec 6, 2012	0.00%	8.84%	17.15%	9.04%	76
FGPMX	Franklin Gold and Precious Metals Fund Class R6	Gold, Precious Metals	May 1, 2013	0.54%	-10.72%	—	10.84%	30
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	Jun 23, 1999	0.89%	7.27%	18.73%	18.39%	11
FGRCX	Fidelity Advisor Mega Cap Stock Fund Class C	Large Cap Blend Equities	Feb 5, 2008	1.67%	7.47%	15.85%	2.97%	62
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	Dec 30, 1985	0.57%	7.85%	14.93%	9.08%	63
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	Oct 21, 2008	0.78%	35.16%	17.32%	8.43%	89
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	Dec 28, 1998	0.58%	8.03%	16.98%	3.60%	72
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 23, 1984	1.15%	-0.36%	15.84%	4.94%	4

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 (47.83%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% and an average 5-year return of 8.49%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.83%	—	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 FSGEX (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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996

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 7.70%, 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	180.26%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	161.70%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	155.05%	—	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.