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
FGIYX	Nuveen Global Infrastructure Fund	Energy Equities	Dec 16, 2007	0.97%	11.73%	9.77%	9.20%	87
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	Mar 20, 2025	0.46%	-0.23%	—	9.61%	—
FGJMX	Fidelity Advisor Communication Services Class I	Communications Equities	Nov 30, 2018	0.75%	-5.54%	—	8.83%	72
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	-0.24%	—	0.00%	80
FGKMX	Fidelity Advisor Communication Services Class Z	Communications Equities	Nov 30, 2018	0.62%	-5.51%	—	8.38%	71
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	Emerging Markets Equities	Jan 30, 2019	0.23%	1.04%	—	7.67%	63
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	Dec 6, 2012	0.00%	-0.94%	15.66%	9.93%	83
FGPMX	Franklin Gold and Precious Metals Fund Class R6	Precious Metals	May 1, 2013	0.54%	7.90%	—	8.96%	95
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	Jun 23, 1999	0.89%	-7.18%	16.33%	21.25%	12
FGRCX	Fidelity Advisor Mega Cap Stock Fund Class C	Large Cap Blend Equities	Feb 5, 2008	1.67%	-1.71%	14.35%	3.25%	75
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	Dec 30, 1985	0.57%	-0.25%	13.89%	9.54%	64
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	Oct 21, 2008	0.78%	0.73%	13.43%	11.31%	84
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	Dec 28, 1998	0.61%	-1.44%	15.47%	3.94%	79
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 23, 1984	1.15%	-5.59%	14.09%	5.21%	19
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	Aug 23, 1984	0.85%	-5.51%	14.42%	4.83%	20
FGSKX	Federated Hermes MDT Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 12, 2006	0.84%	-5.52%	14.39%	5.68%	19
FGTAX	Fidelity Advisor Mega Cap Stock Fund Class A	Large Cap Blend Equities	Feb 5, 2008	0.90%	-1.53%	15.23%	3.78%	78
FHCCX	Fidelity Advisor Health Care Fund Class C	Health & Biotech Equities	Nov 3, 1997	1.72%	-5.70%	5.89%	0.00%	2
FHCIX	Fidelity Advisor Health Care Fund Class I	Health & Biotech Equities	Sep 3, 1996	0.71%	-5.45%	8.92%	12.22%	15
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	Nov 5, 2018	0.94%	-0.15%	—	0.00%	8

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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