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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
Fidelity Advisor Founders Fund Class ILarge Cap Growth EquitiesFeb 14, 20190.85%
-5.93%
2.56%
32
Fidelity Advisor Founders Fund Class ZLarge Cap Growth EquitiesFeb 14, 20190.75%
-5.93%
2.54%
32
Fidelity Advisor International Growth Fund Class CForeign Large Cap EquitiesNov 1, 20072.05%
-1.32%
7.77%
2.97%
20
Fidelity International Growth FundForeign Large Cap EquitiesNov 1, 20070.99%
-1.06%
8.80%
3.48%
23
Fidelity International Discovery FundForeign Large Cap EquitiesDec 31, 19860.99%
-0.75%
8.28%
7.00%
48
Fidelity Series International Growth FundForeign Large Cap EquitiesDec 3, 20090.01%
-0.84%
9.71%
8.74%
26
Fidelity Advisor Mid Cap II Fund Class AMid Cap Blend EquitiesAug 12, 20041.00%
6.49%
10.97%
6.63%
57
Fidelity Advisor Mid Cap II Fund Class CMid Cap Blend EquitiesAug 12, 20041.83%
6.29%
10.19%
8.69%
53
Fidelity Advisor International Growth Fund Class IForeign Large Cap EquitiesNov 1, 20071.00%
-1.10%
8.79%
3.48%
23
Fidelity Advisor Mid Cap II Fund Class IMid Cap Blend EquitiesAug 12, 20040.73%
6.54%
10.85%
6.45%
58
Fidelity Advisor Biotechnology Fund Class ZHealth & Biotech EquitiesOct 2, 20180.61%
2.18%
1.41%
91
Fidelity Advisor Financial Services Fund Class ZFinancials EquitiesOct 2, 20180.64%
-6.71%
7.62%
10
Fidelity Advisor Health Care Fund Class ZHealth & Biotech EquitiesOct 2, 20180.59%
-5.43%
12.14%
15
Kempner Multi-Cap Deep Value FundLarge Cap Value EquitiesApr 25, 20080.95%
0.00%
9.06%
32.65%
5
Fidelity Advisor Industrials Fund Class ZIndustrials EquitiesOct 2, 20180.63%
5.76%
1.49%
77
Fidelity Advisor Semiconductors Fund Class ZTechnology EquitiesOct 2, 20180.62%
10.61%
6.03%
94
Fidelity Advisor Technology Fund Class ZTechnology EquitiesOct 2, 20180.59%9.85%
Fidelity Advisor Small Cap Value Fund Class ZSmall Cap Value EquitiesOct 2, 20180.87%
2.65%
9.98%
27
Strategic Advisers International FundForeign Large Cap EquitiesMar 23, 20060.56%
1.57%
9.09%
7.22%
73
Fidelity Advisor Focused Emerging Markets Fund Cla...Emerging Markets EquitiesMar 29, 20041.03%
5.48%
10.90%
1.49%
88

Rows per page

1061–1080 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

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