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
FAMEX	FAM Dividend Focus Fund	Mid Cap Blend Equities	Apr 1, 1996	1.23%	-3.36%	10.41%	3.87%	2
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	Mar 1, 2012	1.27%	-9.35%	6.72%	3.76%	0
FAMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	1.32%	5.40%	10.58%	1.26%	88
FAMVX	FAM Value Fund	Mid Cap Growth Equities	Jan 2, 1987	1.19%	-0.63%	9.91%	4.93%	8
FAOAX	Fidelity Advisor Overseas Fund Class A	Foreign Large Cap Equities	Sep 3, 1996	1.43%	0.00%	7.56%	8.54%	13
FAOCX	Fidelity Advisor Overseas Fund Class C	Foreign Large Cap Equities	Nov 3, 1997	2.25%	0.00%	6.67%	8.26%	12
FAOFX	Fidelity Advisor Series Growth Opportunities Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	-7.40%	20.45%	16.72%	46
FAOIX	Fidelity Advisor Overseas Fund Class I	Foreign Large Cap Equities	Jul 3, 1995	1.12%	0.00%	7.81%	8.49%	13
FAOOX	American Funds Investment Company of America Class...	Large Cap Blend Equities	—	0.32%	-4.21%	—	11.36%	52
FAOSX	Fidelity Advisor Overseas Fund Class Z	Foreign Large Cap Equities	Feb 1, 2017	1.02%	0.00%	—	8.67%	14
FAPCX	Fidelity International Capital Appreciation K6 Fun...	Foreign Large Cap Equities	May 25, 2017	0.65%	-3.66%	—	9.84%	16
FAPMX	Fidelity Advisor Healthy Future Fund	Global Equities	May 23, 2022	1.04%	-3.77%	—	1.50%	16
FARMX	Fidelity Agricultural Productivity Fund	Energy Equities	Apr 15, 2020	0.99%	23.15%	—	1.50%	69
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	Dec 22, 1987	1.16%	6.52%	10.38%	13.77%	48
FASOX	Fidelity Advisor Value Strategies Fund Class I	Mid Cap Value Equities	Jul 3, 1995	0.88%	7.35%	10.27%	8.41%	49
FASPX	Fidelity Advisor Value Strategies Fund Class M	Mid Cap Value Equities	Aug 20, 1986	1.37%	7.21%	9.83%	8.70%	47
FATEX	Fidelity Advisor Technology Fund Class M	Technology Equities	Sep 3, 1996	1.21%	—	—	12.39%	—
FATIX	Fidelity Advisor Technology Fund Class I	Technology Equities	Sep 3, 1996	0.71%	—	—	9.75%	—
FAVFX	Fidelity Advisor Value Fund Class A	Mid Cap Value Equities	Dec 23, 2003	1.15%	3.60%	11.00%	8.00%	39
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	May 25, 2017	0.45%	-5.45%	—	1.02%	64

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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