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
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	Aug 26, 2004	1.22%	-4.49%	12.87%	7.33%	70
FFDKX	Fidelity Fund Class K	Large Cap Growth Equities	May 9, 2008	0.38%	-5.52%	14.70%	1.32%	59
FFEIX	Nuveen Dividend Value Fund	Large Cap Value Equities	Dec 18, 1992	0.96%	-1.00%	9.48%	7.14%	33
FFIDX	Fidelity Fund	Large Cap Growth Equities	Apr 30, 1930	0.45%	-5.53%	14.60%	1.24%	58
FFSIX	Fidelity Advisor Financial Services Fund Class I	Financials Equities	Sep 3, 1996	0.76%	-6.72%	13.39%	7.44%	10
FFTYX	AB Sustainable US Thematic Portfolio	Large Cap Growth Equities	Jun 28, 2017	0.66%	—	—	0.00%	—
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	Precious Metals	Apr 30, 2010	0.62%	7.89%	18.91%	9.09%	95
FGCKX	Fidelity Growth Company K	Large Cap Growth Equities	May 15, 2008	0.65%	-0.64%	20.70%	0.00%	73
FGDDX	Fidelity Advisor Dividend Growth Fund Class A	Large Cap Blend Equities	Apr 27, 1993	1.16%	—	—	0.00%	—
FGDKX	Fidelity Growth Discovery Fund Class K	Large Cap Growth Equities	May 9, 2008	0.68%	-4.13%	17.34%	1.72%	39
FGDMX	Fidelity Advisor Communication Services Class A	Communications Equities	Nov 30, 2018	1.03%	-5.59%	—	8.11%	70
FGEAX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.15%	-4.54%	11.89%	10.13%	32
FGEMX	Fidelity Advisor Communication Services Class M	Communications Equities	Nov 30, 2018	1.27%	-5.66%	—	7.72%	69
FGETX	Fidelity Advisor Global Capital Appreciation Fund ...	Global Equities	Dec 17, 1998	1.41%	-4.59%	11.70%	11.07%	32
FGFAX	Federated Hermes International Leaders Fund	Foreign Large Cap Equities	Sep 30, 1998	1.23%	-0.18%	8.86%	9.05%	76
FGHMX	Fidelity Advisor Communication Services Class C	Communications Equities	Nov 30, 2018	1.78%	-5.78%	—	7.61%	67
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	Dec 17, 2007	1.21%	11.76%	8.95%	8.93%	86
FGIKX	Fidelity Growth & Income Portfolio Class K	Large Cap Value Equities	May 9, 2008	0.49%	-0.23%	13.52%	7.50%	53
FGILX	Fidelity Global Equity Income Fund	Global Equities	May 2, 2012	1.02%	0.12%	11.21%	1.92%	65
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	Oct 4, 1993	1.02%	5.10%	12.27%	10.81%	87

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.

Loading graphics...

Time Period