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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 Contrafund FundLarge Cap Growth EquitiesMay 17, 19670.39%
-4.61%
16.17%
4.89%
47
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.23%
-3.74%
8.95%
5.93%
16
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.98%
-3.88%
8.14%
6.53%
14
Fidelity Small Cap Growth FundSmall Cap Growth EquitiesNov 3, 20041.00%
0.74%
13.64%
6.34%
47
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19970.97%
-3.65%
9.24%
5.64%
16
Fidelity Small Cap Value FundSmall Cap Value EquitiesNov 3, 20040.99%
2.65%
9.92%
9.89%
26
Strategic Advisers Fidelity U.S. Total Stock FundLarge Cap Blend EquitiesMar 20, 20180.61%
-2.13%
1.94%
32
Fidelity Advisor Small Cap Growth Fund Class MSmall Cap Growth EquitiesNov 3, 20041.54%
0.60%
12.93%
7.40%
46
Fiera Capital U.S. Equity Long-Term Quality FundLarge Cap Blend EquitiesSep 30, 20191.00%
-4.74%
0.99%
8
Fidelity Advisor Small Cap Value Fund Class ASmall Cap Value EquitiesNov 3, 20041.26%
2.60%
9.50%
10.04%
25
Fidelity Advisor Small Cap Value Fund Class CSmall Cap Value EquitiesNov 3, 20042.02%
2.41%
8.69%
12.06%
24
Fidelity Advisor Value Fund Class CMid Cap Value EquitiesDec 23, 20031.90%
3.42%
11.57%
7.94%
36
Fidelity Advisor Small Cap Value Fund Class ISmall Cap Value EquitiesNov 3, 20040.99%
2.65%
9.91%
9.83%
26
Fidelity Advisor Small Cap Value Fund Class MSmall Cap Value EquitiesNov 3, 20041.50%
2.53%
9.25%
10.43%
25
Fidelity Select Industrials PortfolioIndustrials EquitiesJul 7, 19990.69%
0.00%
12.12%
2.26%
58
Fidelity Capital Appreciation FundLarge Cap Growth EquitiesNov 26, 19860.84%
-1.63%
14.59%
8.09%
52
Fidelity Select Tech Hardware PortfolioTechnology EquitiesJul 28, 19850.72%
17.82%
22.58%
12.20%
97
Fidelity Advisor Capital Development Fund Class CLarge Cap Value EquitiesJul 12, 20051.80%
-1.52%
13.91%
11.78%
76
Fidelity Growth Strategies FundMid Cap Growth EquitiesDec 28, 19900.63%
-1.85%
10.98%
0.00%
8
Fidelity Advisor Capital Development Fund Class ILarge Cap Value EquitiesJul 12, 20050.71%
-1.26%
15.02%
10.41%
79

Rows per page

901–920 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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