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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 Disciplined Equity Fund Class KLarge Cap Growth EquitiesMay 9, 20080.70%
-4.43%
12.88%
8.43%
44
Fidelity Disciplined Equity FundLarge Cap Growth EquitiesDec 28, 19880.79%
-4.46%
12.79%
8.44%
42
Fidelity Advisor Diversified Stock Fund Class OLarge Cap Growth EquitiesJul 10, 19700.45%
-1.23%
15.03%
6.67%
48
Fidelity Advisor Capital Development Fund Class OLarge Cap Value EquitiesDec 30, 19850.56%
-1.23%
15.18%
10.47%
80
Fidelity Select Consumer Staples PortfolioConsumer Staples EquitiesJul 28, 19850.73%
5.88%
5.18%
2.60%
7
Fidelity Flex 500 Index FundLarge Cap Blend EquitiesMar 9, 20170.00%
-3.84%
0.90%
45
Fidelity Advisor 529 Dividend Growth Portfolio Cla...DividendApr 1, 2015
0.86%
0.00%
60
Fidelity Dividend Growth FundLarge Cap Value EquitiesApr 27, 19930.48%
0.80%
12.55%
9.21%
80
Fidelity Dividend Growth Fund Class KLarge Cap Value EquitiesMay 9, 20080.38%
0.80%
12.10%
6.68%
72
Fidelity Growth Company FundLarge Cap Growth Equities0.79%
-0.67%
20.61%
0.00%
73
Fidelity Diversified International Fund Class KForeign Large Cap EquitiesMay 9, 20080.91%
0.80%
8.61%
10.69%
53
Fidelity Diversified International FundForeign Large Cap EquitiesDec 27, 19911.01%
0.80%
8.50%
10.60%
53
Fidelity International Discovery K6 FundForeign Large Cap EquitiesJun 13, 20190.60%
-0.37%
3.08%
54
Fidelity Select Leisure PortfolioConsumer Discretionary EquitiesMay 7, 19840.74%
-9.74%
9.45%
10.11%
1
Fidelity Series Intrinsic Opportunities FundMid Cap Value EquitiesDec 6, 20120.00%
1.22%
11.88%
11.49%
27
Fidelity Stock Selector Small Cap FundSmall Cap Blend EquitiesJun 28, 19930.90%
5.39%
12.21%
0.68%
72
Fidelity Stock Selector All Cap FundLarge Cap Growth EquitiesSep 28, 19900.68%
-1.74%
13.82%
4.87%
65
Fidelity Growth Discovery FundLarge Cap Growth EquitiesMar 31, 19980.77%
-4.14%
17.23%
1.65%
38
Fidelity Advisor Diversified Stock Fund Class CLarge Cap Growth EquitiesJul 12, 20051.70%
-1.53%
15.68%
7.15%
44
Fidelity Advisor Diversified Stock Fund Class MLarge Cap Growth EquitiesJul 12, 20051.13%
-1.40%
16.10%
6.56%
46

Rows per page

921–940 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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