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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 Blue Chip Value FundLarge Cap Value EquitiesJun 17, 20030.63%
0.70%
7.87%
2.92%
23
Franklin Biotechnology Discovery FundHealth & Biotech EquitiesSep 14, 19971.06%
3.00%
10.77%
10.50%
96
Fidelity Blue Chip Growth Fund Class KLarge Cap Growth EquitiesMay 9, 20080.68%
-5.67%
19.39%
2.00%
60
Fidelity Blue Chip Growth FundLarge Cap Growth EquitiesDec 31, 19870.79%
-5.69%
19.29%
2.01%
58
Fidelity Select Biotechnology PortfolioHealth & Biotech EquitiesDec 16, 19850.69%
2.31%
10.32%
2.42%
87
Fidelity Series Stock Selector Large Cap Value Fun...Large Cap Value EquitiesDec 6, 20120.01%
0.62%
11.47%
11.04%
43
Fidelity Select Communication Services PortfolioCommunications EquitiesJun 29, 19860.74%
-5.53%
15.64%
8.56%
71
Cantor FBP Equity & Dividend Plus FundLarge Cap Value EquitiesJul 30, 19931.12%
5.01%
10.12%
33
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesOct 23, 20120.62%
-1.75%
13.78%
4.68%
65
Fidelity Select IT Services PortfolioTechnology EquitiesFeb 4, 19980.70%
-18.45%
7.67%
17.25%
0
Fidelity Advisor Biotechnology Fund Class AHealth & Biotech EquitiesDec 27, 20001.00%
2.08%
11.70%
1.42%
90
Fidelity Advisor Biotechnology Fund Class CHealth & Biotech EquitiesDec 27, 20001.75%
1.92%
10.17%
1.65%
90
Fidelity Advisor Biotechnology Fund I ClassHealth & Biotech EquitiesDec 27, 20000.73%
2.16%
12.00%
1.36%
90
Fidelity Advisor Biotechnology Fund Class MHealth & Biotech EquitiesDec 27, 20001.28%
2.00%
11.38%
1.50%
90
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesJan 6, 20052.14%
-1.01%
7.17%
6.24%
44
Fidelity Advisor Small Cap Growth Fund Class ASmall Cap Growth EquitiesNov 3, 20041.29%
0.65%
13.23%
6.90%
46
Fidelity Capital Appreciation Fund Class KLarge Cap Growth EquitiesMay 9, 20080.76%
-1.62%
14.68%
8.12%
54
Fidelity Climate Action FundGlobal EquitiesJun 14, 20211.04%
-1.48%
0.00%
73
Fidelity Advisor Small Cap Growth Fund Class CSmall Cap Growth EquitiesNov 3, 20042.05%
0.48%
12.37%
8.80%
44
Fidelity Advisor Canada Fund Class CForeign Large Cap EquitiesMay 2, 20071.90%
3.04%
9.56%
4.55%
79

Rows per page

861–880 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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