Equity Mutual Funds List

Number of Funds: 3,618
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.34%
Median Risk/Return Score: 44 / 100

3534 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FIQOX	Fidelity Advisor Worldwide Fund Class Z	Global Equities	Oct 2, 2018	0.90%	18.34%	—	9.81%	69
FIQPX	Fidelity Advisor Emerging Asia Fund Class Z	Asia Pacific Equities	Oct 2, 2018	0.81%	32.15%	—	0.00%	88
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	Mar 15, 1988	0.85%	9.16%	11.83%	9.24%	85
FISGX	Nuveen Mid Cap Growth Opportunities Fund	Mid Cap Growth Equities	Dec 28, 1989	0.92%	14.29%	13.62%	7.31%	36
FISMX	Fidelity International Small Cap Fund	Foreign Small & Mid Cap Equities	Sep 18, 2002	1.01%	8.75%	9.03%	3.29%	29
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	Jul 11, 1990	0.37%	8.55%	15.11%	7.40%	78
FISVX	Fidelity Small Cap Value Index Fund	Small Cap Value Equities	Jul 11, 2019	0.05%	19.47%	—	1.83%	84
FISZX	Fidelity SAI International SMA Completion Fund	Foreign Large Cap Equities	Apr 11, 2019	0.00%	24.95%	—	1.54%	67
FITFX	Fidelity Flex International Index Fund	Foreign Large Cap Equities	Mar 9, 2017	0.00%	13.79%	—	2.53%	67
FITGX	Fidelity Advisor International Growth Fund Class M	Foreign Large Cap Equities	Nov 1, 2007	1.55%	7.27%	9.15%	2.78%	13
FITIX	Fidelity Advisor Mid Cap II Fund Class M	Mid Cap Blend Equities	Aug 12, 2004	1.25%	22.36%	12.94%	6.08%	80
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	May 9, 2017	0.11%	8.07%	—	1.03%	60
FITMX	Fidelity SAI International Momentum Index Fund	Foreign Large Cap Equities	May 11, 2020	0.18%	10.52%	—	2.37%	35
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	Nov 27, 1987	0.60%	3.08%	9.16%	3.31%	5
FIUSX	Delaware Opportunity Fund	Mid Cap Value Equities	Aug 24, 1992	1.15%	18.56%	11.19%	9.73%	87
FIVFX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	Nov 1, 1994	1.00%	—	—	—	—
FIVLX	Fidelity International Value Fund	Foreign Large Cap Equities	May 18, 2006	1.01%	6.09%	9.77%	2.19%	42
FIVMX	Fidelity Advisor International Value Fund Class A	Foreign Large Cap Equities	May 18, 2006	1.30%	5.95%	9.42%	2.05%	36
FIVOX	Fidelity Advisor International Value Fund Class C	Foreign Large Cap Equities	May 18, 2006	2.05%	5.56%	8.65%	1.63%	33
FIVPX	Fidelity Advisor International Value Fund Class M	Foreign Large Cap Equities	May 18, 2006	1.55%	5.87%	9.15%	1.79%	34

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and MERIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.62%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.34% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.62%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.40%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.45%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.08%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.73%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VSTSX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (903.58%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	903.58%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.73%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	166.34%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	160.57%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,983 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 132 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.