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Equity Mutual Funds List

Here you can find all the Equity asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.


Asset Class is Equity
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Advisor Growth Opportunities Fund Class CLarge Cap Growth EquitiesNov 3, 19971.80%
-8.31%
18.51%
5.74%
39
Fidelity Advisor Canada Fund Class AForeign Large Cap EquitiesMay 2, 20071.12%
3.24%
10.29%
5.24%
81
Fidelity Advisor Health Care Fund Class MHealth & Biotech EquitiesSep 3, 19961.22%
-5.58%
6.88%
0.00%
2
Fidelity Advisor Diversified International Fund Cl...Foreign Large Cap EquitiesDec 17, 19981.95%
0.35%
7.65%
14.16%
46
Fidelity Advisor Diversified International Fund Cl...Foreign Large Cap EquitiesDec 17, 19981.41%
0.48%
8.16%
13.84%
48
Fidelity Advisor Technology Fund Class ATechnology EquitiesSep 3, 19960.97%11.13%
Fidelity Advisor Equity Growth Fund Class MLarge Cap Growth EquitiesSep 10, 19921.21%
-4.31%
15.32%
0.68%
34
Fidelity Advisor Overseas Fund Class MForeign Large Cap EquitiesApr 23, 19901.65%
0.00%
7.27%
7.94%
13
Fidelity Advisor Financial Services Fund Class CFinancials EquitiesNov 3, 19971.79%
-6.99%
12.24%
7.17%
8
Fidelity Advisor Financial Services Fund Class AFinancials EquitiesSep 3, 19961.03%
-6.80%
13.09%
7.44%
9
Fidelity Advisor Financial Services Fund Class MFinancials EquitiesSep 3, 19961.28%
-6.85%
12.81%
7.31%
9
Fidelity Advisor Growth Opportunities Fund Class ALarge Cap Growth EquitiesSep 3, 19961.04%
-8.14%
19.39%
4.47%
42
Fidelity Advisor Growth Opportunities Fund Class ILarge Cap Growth EquitiesJul 3, 19950.79%
-8.07%
22.90%
3.99%
43
Fidelity Growth Strategies Fund Class KMid Cap Growth EquitiesMay 9, 20080.52%
-1.83%
10.31%
0.00%
9
Fidelity Advisor Growth Opportunities Fund Class MLarge Cap Growth EquitiesNov 18, 19871.28%
-8.19%
19.11%
4.58%
41
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesJan 6, 20051.32%
-0.81%
7.96%
6.79%
46
Fairholme FundLarge Cap Value EquitiesDec 29, 19991.00%
8.43%
10.94%
0.54%
66
Fidelity Advisor Large Cap Fund Class ALarge Cap Value EquitiesSep 3, 19960.80%
0.00%
14.41%
6.03%
61
Fidelity Advisor Large Cap Fund Class MLarge Cap Value EquitiesFeb 20, 19961.05%
0.00%
13.50%
5.76%
61
Fidelity Advisor Large Cap Fund Class ILarge Cap Value EquitiesFeb 20, 19960.54%
0.00%
14.67%
5.86%
62

Rows per page

821–840 of 3623

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.

0%Annualized Volatility0%Annualized Return

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