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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
Delaware Growth Equity FundLarge Cap Growth EquitiesOct 25, 20001.04%
-2.52%
12.27%
3.90%
63
Fidelity International Capital Appreciation FundForeign Large Cap EquitiesJul 17, 20250.81%
-3.67%
6.21%
Fidelity Advisor International Small Cap Fund Clas...Foreign Small & Mid Cap EquitiesMay 27, 20032.05%
0.26%
7.29%
2.73%
55
John Hancock Financial Industries FundFinancials EquitiesMar 14, 19961.24%
-6.82%
9.86%
51.72%
7
Fidelity SAI Sustainable U.S. Equity FundLarge Cap Blend EquitiesApr 14, 20220.56%
-2.85%
1.62%
63
Fidelity Advisor Mid Cap Value Fund Class ZMid Cap Value EquitiesFeb 1, 20170.45%
4.49%
7.57%
46
Fidelity Advisor Small Cap Growth Fund Class ZSmall Cap Growth EquitiesFeb 1, 20170.90%
0.76%
6.26%
48
Fidelity SAI Sustainable Sector FundLarge Cap Blend EquitiesApr 14, 20220.44%
-1.43%
0.61%
65
Fidelity International Discovery Fund Class KForeign Large Cap EquitiesMay 9, 20080.90%
-0.72%
8.38%
7.05%
50
Fidelity Advisor Large Cap Fund Class ZLarge Cap Value EquitiesFeb 1, 20170.42%
0.00%
5.87%
63
Federated Hermes International Dividend Strategy P...Foreign Large Cap EquitiesFeb 8, 20150.00%
4.71%
7.81%
4.08%
77
Fidelity Select Industrials PortfolioIndustrials EquitiesSep 3, 19960.68%0.00%
Fidelity Select Financial Services PortfolioFinancials EquitiesDec 10, 19810.73%
-6.83%
12.02%
1.83%
5
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesFeb 1, 20170.85%
-3.64%
5.78%
17
Fidelity Europe FundEurope EquitiesOct 1, 19861.06%
-1.91%
7.42%
2.28%
51
Fidelity Advisor Total International Equity Fund C...Foreign Large Cap EquitiesFeb 1, 20170.90%
2.28%
1.33%
75
Fidelity Founders FundLarge Cap Growth EquitiesFeb 14, 20190.90%
-5.96%
2.56%
32
Fidelity Advisor Founders Fund Class ALarge Cap Growth EquitiesFeb 14, 20191.15%
-6.01%
2.59%
31
Fidelity Advisor Founders Fund Class MLarge Cap Growth EquitiesFeb 14, 20191.39%
-6.05%
2.63%
30
Fidelity Advisor Founders Fund Class CLarge Cap Growth EquitiesFeb 14, 20191.90%
-6.19%
2.71%
28

Rows per page

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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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