PortfoliosLab logoPortfoliosLab logo

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 Advisor Europe Fund Class IEurope EquitiesMar 18, 20141.06%
-1.93%
7.44%
2.38%
51
Fidelity Advisor Europe Fund Class CEurope EquitiesMar 18, 20142.19%
-2.18%
6.28%
1.51%
46
Fidelity Advisor Europe Fund Class AEurope EquitiesMar 18, 20141.36%
-1.99%
7.09%
1.93%
49
Fidelity Advisor Europe Fund Class MEurope EquitiesMar 18, 20141.68%
-2.05%
6.78%
1.73%
48
Fidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%
8.76%
12.20%
1.46%
89
Fidelity China Region FundChina EquitiesNov 1, 19950.91%
8.85%
12.53%
1.61%
89
Fidelity Series Emerging Markets FundEmerging Markets EquitiesAug 29, 20180.01%
8.01%
2.20%
91
Fidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%
8.83%
12.53%
1.69%
89
Fidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%
8.69%
11.87%
1.17%
88
Fidelity Series International Index FundForeign Large Cap EquitiesAug 17, 20180.01%
1.92%
3.40%
69
Fidelity Series Large Cap Growth Index FundLarge Cap Growth EquitiesAug 17, 20180.00%
-8.99%
1.07%
30
Federated Hermes U.S. SMID FundMid Cap Blend EquitiesJul 5, 20200.79%
1.14%
8.46%
9
Fidelity Advisor Large Cap Stock Fund Class ILarge Cap Blend Equities0.77%0.00%
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesDec 31, 19861.02%
-0.76%
8.26%
7.06%
48
Fidelity Advisor International Growth Fund Class AForeign Large Cap EquitiesNov 1, 20071.28%
-1.16%
8.53%
3.25%
22
Fidelity Advisor International Small Cap Fund Clas...Foreign Small & Mid Cap EquitiesMay 27, 20031.29%
0.47%
8.07%
3.40%
60
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesNov 3, 19971.49%
-3.78%
8.67%
5.89%
15
Fidelity Advisor Canada Fund Class IForeign Large Cap EquitiesMay 2, 20070.74%
3.30%
10.63%
4.45%
82
Fidelity Canada FundForeign Large Cap EquitiesNov 17, 19870.80%
3.31%
10.60%
5.51%
82
Frost Growth Equity FundLarge Cap Growth EquitiesApr 25, 20080.63%
-10.68%
15.09%
24.57%
14

Rows per page

1021–1040 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

Loading graphics...