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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 Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesMay 2, 20071.19%
5.30%
11.94%
0.42%
70
Fidelity Advisor Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesMay 2, 20071.98%
5.09%
11.05%
0.44%
68
Fidelity Advisor Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesMay 2, 20070.92%
5.38%
12.25%
0.68%
71
Fidelity Advisor Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesMay 2, 20071.46%
5.24%
11.61%
0.39%
69
Franklin International Core Equity (IU) Fund Advis...Foreign Large Cap EquitiesAug 1, 20190.00%
2.58%
13.16%
71
Franklin U.S. Core Equity (IU) Fund AdvisorLarge Cap Blend EquitiesAug 1, 20190.00%
-3.55%
3.77%
54
Fidelity Series Total Market Index FundLarge Cap Blend EquitiesApr 26, 20190.00%
-3.15%
1.46%
47
Fiera Capital Global Equity FundGlobal EquitiesApr 27, 20171.15%
-4.36%
8.91%
30
Fidelity Series Growth Company FundLarge Cap Growth EquitiesNov 7, 20130.00%
-0.48%
22.23%
10.53%
86
Fidelity Advisor China Region Fund Class CChina EquitiesMay 9, 20081.96%
8.55%
11.37%
0.81%
88
Fidelity Advisor Small Cap Growth Fund Class ISmall Cap Growth EquitiesNov 3, 20041.04%
0.74%
13.53%
6.32%
47
Fiera Capital International Equity FundForeign Large Cap EquitiesSep 28, 20171.25%
-6.95%
0.95%
6
Fidelity Advisor Industrials Fund Class AIndustrials EquitiesSep 3, 19961.02%
5.65%
13.14%
1.64%
75
Fidelity Advisor Industrials Fund Class CIndustrials EquitiesNov 3, 19971.77%
5.44%
12.39%
2.08%
73
Fidelity Advisor Industrials Fund I ClassIndustrials EquitiesSep 3, 19960.75%
5.71%
13.41%
1.49%
76
Fidelity Large Cap Stock K6 FundLarge Cap Value EquitiesMay 25, 20170.45%
-1.12%
4.60%
80
Fidelity Advisor Industrials Fund Class MIndustrials EquitiesSep 3, 19961.27%
5.60%
12.87%
1.72%
75
Fidelity Mid Cap Value K6 FundMid Cap Value EquitiesMay 25, 20170.45%
4.62%
4.73%
46
Fidelity Contrafund FundLarge Cap Growth Equities0.74%
-4.59%
16.62%
4.87%
49
Fidelity Series Canada FundForeign Large Cap EquitiesAug 15, 20170.00%
4.00%
1.98%
87

Rows per page

881–900 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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