Equity Mutual Funds List

Number of Funds: 3,615
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.70%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 44 / 100

3531 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	Aug 23, 1984	0.85%	-0.21%	16.17%	4.57%	4
FGSKX	Federated Hermes MDT Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 12, 2006	0.84%	-0.22%	16.16%	5.38%	4
FGTAX	Fidelity Advisor Mega Cap Stock Fund Class A	Large Cap Blend Equities	Feb 5, 2008	0.90%	7.86%	16.74%	3.45%	70
FHCCX	Fidelity Advisor Health Care Fund Class C	Health & Biotech Equities	Nov 3, 1997	1.72%	6.19%	7.50%	0.00%	5
FHCIX	Fidelity Advisor Health Care Fund Class I	Health & Biotech Equities	Sep 3, 1996	0.71%	6.71%	10.58%	10.83%	42
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	Nov 5, 2018	0.94%	11.49%	—	0.00%	17
FHJMX	Fidelity Advisor Europe Fund Class I	Europe Equities	Mar 18, 2014	1.06%	7.74%	9.81%	2.16%	23
FHJTX	Fidelity Advisor Europe Fund Class C	Europe Equities	Mar 18, 2014	2.19%	7.20%	8.63%	1.38%	20
FHJUX	Fidelity Advisor Europe Fund Class A	Europe Equities	Mar 18, 2014	1.36%	7.60%	9.46%	1.76%	22
FHJVX	Fidelity Advisor Europe Fund Class M	Europe Equities	Mar 18, 2014	1.68%	7.46%	9.14%	1.57%	22
FHKAX	Fidelity Advisor China Region Fund Class A	China Equities, Asia Pacific Equities	May 9, 2008	1.21%	33.14%	14.88%	1.20%	91
FHKCX	Fidelity China Region Fund	China Equities, Asia Pacific Equities	Nov 1, 1995	0.91%	33.33%	15.22%	1.31%	91
FHKFX	Fidelity Series Emerging Markets Fund	Emerging Markets Equities	Aug 29, 2018	0.01%	28.79%	—	1.85%	85
FHKIX	Fidelity Advisor China Region Fund Class I	China Equities, Asia Pacific Equities	May 9, 2008	0.93%	33.33%	15.22%	1.38%	91
FHKTX	Fidelity Advisor China Region Fund Class M	China Equities, Asia Pacific Equities	May 9, 2008	1.50%	32.99%	14.54%	0.95%	91
FHLFX	Fidelity Series International Index Fund	Foreign Large Cap Equities	Aug 17, 2018	0.01%	9.13%	—	3.17%	37
FHOFX	Fidelity Series Large Cap Growth Index Fund	Large Cap Growth Equities	Aug 17, 2018	0.00%	0.10%	—	0.97%	14
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	Jul 5, 2020	0.79%	17.96%	—	7.25%	24
FHZTX	Fidelity Advisor Large Cap Stock Fund Class I	Large Cap Blend Equities	—	0.77%	—	—	4.89%	—
FIADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Dec 31, 1986	1.02%	12.28%	10.42%	6.24%	29

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 8.48%, 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 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
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

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 · 135 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 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.