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
FEIFX	Franklin Equity Income Fund	Large Cap Value Equities	May 15, 2008	0.58%	1.45%	13.02%	10.18%	60
FEIKX	Fidelity Equity-Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	3.15%	11.76%	4.53%	63
FEKFX	Fidelity Equity-Income K6 Fund	Large Cap Value Equities	Jun 13, 2019	0.34%	3.16%	—	2.56%	64
FELAX	Fidelity Advisor Semiconductors Fund Class A	Technology Equities	Dec 27, 2000	1.01%	10.51%	31.02%	6.30%	94
FELCX	Fidelity Advisor Semiconductors Fund Class C	Technology Equities	Dec 27, 2000	1.76%	10.29%	30.02%	7.57%	94
FELIX	Fidelity Advisor Semiconductors Fund Class I	Technology Equities	Dec 27, 2000	0.75%	10.58%	31.39%	5.89%	94
FELTX	Fidelity Advisor Semiconductors Fund Class M	Technology Equities	Dec 27, 2000	1.26%	10.43%	30.65%	6.66%	94
FEMKX	Fidelity Emerging Markets	Emerging Markets Equities	Nov 1, 1990	0.88%	1.68%	10.06%	0.05%	83
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	Emerging Markets Equities	Dec 9, 2008	0.01%	6.04%	11.00%	2.31%	90
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	Sep 8, 2022	0.55%	-3.62%	—	0.45%	58
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	May 16, 1966	0.57%	3.14%	11.66%	4.46%	63
FEQTX	Fidelity Equity Dividend Income Fund	Large Cap Value Equities	Aug 21, 1990	0.58%	2.32%	9.74%	1.05%	11
FERCX	Fidelity Advisor Emerging Asia Fund Class C	Asia Pacific Equities	Jun 15, 1999	1.96%	3.95%	11.94%	0.00%	82
FERIX	Fidelity Advisor Emerging Asia Fund Class I	Asia Pacific Equities	Jun 15, 1999	0.94%	4.23%	13.02%	0.00%	85
FESCX	First Eagle Small Cap Opportunity Fund	Small Cap Value Equities	Apr 26, 2021	1.00%	7.06%	—	0.97%	70
FETKX	Fidelity Equity Dividend Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	2.36%	9.84%	1.05%	11
FEUCX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.92%	-4.72%	11.33%	13.71%	29
FEUIX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	0.82%	-4.47%	12.13%	9.21%	33
FEUPX	American Funds EuroPacific Growth Fund Class F-3	Foreign Large Cap Equities	Apr 16, 1984	0.46%	-1.75%	—	14.18%	62
FEURX	First Eagle Gold Fund Class R6	Precious Metals	Mar 1, 2017	0.81%	11.57%	—	1.13%	91

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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